2 customer service jobs found in Bozeman

About The Role Under general supervision of the VP Commercial Relationship Manager, conformance with established policies and procedures the Business Banking Specialist will provide direct assistance to the Loan Officers for onboarding new business banking accounts and business banking related products, including promotion and support of the involvement in the Commercial Card program. PRINCIPAL DUTIES AND RESPONSIBILITES: Responsible for onboarding of business banking clients by ensuring clients receive exceptional service during the sales and product onboarding functions. Assists the Commercial Relationship Managers with ongoing client needs, to include opening of depository accounts, initial setup and implementation of business banking and treasury management products and customer maintenance. Follows bank policy and procedure with customer and account on-boarding; proactively follows up on pending items, communicating with branch and deposit operations...

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.   Davidson Investment Advisors is seeking a Client Portfolio Manager to join our growing team. This role is an exciting opportunity to help serve and expand a key segment of our business while contributing to the strong culture of our firm.    Summary: ...