7 account management jobs found

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...

Dimension of Job : This position is a critical part of the digital banking services we offer our customers. It requires exemplary customer service skills and extensive product knowledge related to business and consumer account related items and functions. It requires frequent customer contact with the servicing and processing of requests and daily processes. This position assists customers, both internal and external. Education, Experience and Certification Requirements Note:  Only minimum responsibilities are listed.  Other responsibilities may be required as requested by management. Basic Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Strong communication skills, both written and oral. Must be a self-starter; Ability to work independently or with a team; Ability to properly...

About The Role First Bank of Montana is hiring a Credit Portfolio Manager to be an integral part of our team!  The position will be located in our Choteau, Montana branch. Do you have analytical skills and are interested in learning and growing within the banking field?  This is the opportunity for you!  This position involves providing loan support on multiple levels and requires a positive attitude and great customer service skills.  The ability to work in a team atmosphere and promote the bank's products and services is required.  Professionalism, confidentiality, good attendance, punctuality, flexibility and adaptability are a must!  DUTIES AND RESPONSIBILITIES: The successful candidate will have extensive contact with bank staff as well as with external customers..  He/She will be expected to conduct him/herself in a manner that will enhance the overall efficiency and image of the bank.  It will be required to build and...

*This position is available out of Billings, Bozeman, Helena, Lewistown, Kalispell, Missoula, MT Summary As a part of the Customer Experience Team (CX), this position is a strategic partner that collaborates with the CRP Senior Product Manager-Commercial Lending, business owners, and Agile teams to drive the evolution of Commercial Lending processes and the nCino Platform. Performs in a highly visible bank-facing role by performing detailed business requirement discovery, data and workflow analysis, and testing for nCino and Salesforce. Independently lead discovery sessions with various business owners, and draft functional and technical requirements and acceptance criteria. Works closely with Product Manager to prioritize requirements to ensure work focuses on those with maximum business value while aligning with product strategy. Assists Product Manager to maintain and refine product backlog. Acts as key liaison between the business on best practices for using nCino...

*This position is available out of Billings, Helena, Kalispell, and Missoula, MT About The Role The Director of Credit Analytics is a strategic leader responsible for shaping and executing the bank’s credit risk analytics framework. This role plays a pivotal part in ensuring the institution’s financial stability and regulatory compliance by overseeing the development of data-driven models, Allowance for Credit Loss (ACL) methodologies, and portfolio stress testing processes. The Director serves as a key liaison with bank regulators, internal audit, and external review teams, ensuring transparency and accuracy in credit risk practices. The position requires strong cross-functional collaboration with credit, lending, finance, compliance, and IT teams to support safe and profitable growth. The ideal candidate will bring a blend of analytical rigor, business acumen, and leadership to guide the bank’s credit strategy in alignment with regional market...

*This position is available out of Billings, Bozeman, Helena, Kalispell, Lewistown, and Missoula, MT Summary This role is an experienced Data Architect with a strong focus on designing, implementing, and managing end-to-end data platform solutions using Databricks technologies on the Azure cloud. Under the office of the Customer Experience team, which is the home for the enterprise data and analytics function, and working closely with colleagues in IT, this role will support the efforts of the data and analytics team to ensure business value is derived from our data infrastructure in the early development and maturation of our data infrastructure. Description Design, build, and document Databricks & Azure-based technical solutions and data products, leveraging a broad range of available toolsets, with considerations around scalability, availability, reliability, maintainability, usability, agility, and securability. Act as a team lead on projects,...

*This position is available out of Bozeman, Billings, Helena, Lewistown, Kalispell, and Missoula, MT Summary This role will lead and manage the fraud and BSA/AML data and reporting capabilities while maintaining strong relationships with business leadership to achieve company and regulatory objectives. This role will support the modernization of fraud/AML processes and lead the usage of exploratory analytics and data automation to uncover insights with targeted and actionable recommendations from multisource datasets. Plays a critical role in extracting value from data, optimizing business processes, and driving competitive advantage through analytical techniques and data support. Description Reviews existing data and operational processes to identify best practices and opportunities for improvement. Creates interactive dashboards, reports, and tools to support FrAML processes and communicate findings. Identifies and supports process improvement and...