About The Role

Position assists customers with a full range of deposit related accounts while counseling customers on other bank products.

Primary responsibilities include opening and maintaining personal / business checking and / or savings accounts, Certificates of Deposit (CDs), Safe Deposit Boxes, Health Savings Accounts (HSAs), or Individual Retirement Accounts (IRAs).

Position possesses the product knowledge to cross-sell online banking services and to refer customers to other bank products, such as credit cards and merchant processing.

Promotes increased customer use of bank products and services to enhance customer satisfaction. Position complies with all banking laws and regulations.

DUTIES AND RESPONSIBILITIES :

Major Duties and Responsibilities for New Accounts Representative Level I & II include :

Explain the different types of bank products and services available to customers and assist them in the selection of the products that are most appropriate for their needs.

Cross-sell and / or refer customers to other bank products and services such as personal / business online banking, credit cards and consumer, commercial and real estate lending.

Open and maintain personal and / or business checking or savings accounts, CDs, HSAs and IRAs. Enter and update information on accounts, and prepare, scan and file all related documentation.

Correct documentation errors from quality control review. Provide notary services as needed.

• Provide response to customer service-related requests and questions such as, but not limited to, the following : printing of Visa debits cards and ATM cards;
• address changes; processing Harland check and deposit tickets orders, and endorsement stamps. Assist customers with debit card and ATM disputes;

placing stop payments; processing foreign and domestic wires.

Identify and research customer service issues related to our online banking systems such as : resetting passwords, re-activating and unlocking NetTeller accounts.

Assist customers with removing blocks from BillPay and resetting security questions. Resolve technical issues customers might encounter with the Glacier Family of Banks mobile application.

Respond effectively to customer questions and problems.

Provides Safe Deposit Box custodial services. Initiate rental of safe deposit boxes; explain rules and procedures to new customers and secure proper signatures on the rental documents.

Follow proper procedures for admittance, closing, lost keys, refunds, and drilling safe deposit boxes. Maintain accurate admittance card records.

Promote the High Performance Growth (HPG) program by discussing program with customers, and actively participating in Big Day and other HPG activities within the branch.

Through the New Accounts Representative Progression Plan, Proficiencies to Progress to Level III & IV include :

• Demonstrates proficiency and accuracy in opening all account types of : Trusts, Estates, Representative-Payee, Interest on Lawyers’ Trust Accounts and Power of Attorney.
• Demonstrates proficiency and accuracy in opening HSA and IRA accounts.

About You

QUALIFICATIONS :

Six months to two years of similar or related experience.

A high school degree or GED is required.

KNOWLEDGE, SKILL, ABILITY :

• Working Knowledge of standard office equipment; basic computer skill with working knowledge or ability to learn various office software.
• Communicate Effectively : both verbally and in writing with others in a clear, thorough, and timely manner using appropriate and effective communication tools and techniques.

Demonstrate soft phone skills by treating all internal and external customers in a polite and courteous manner.

Customer Service : We are community inspired and pride ourselves on offering exceptional service to both our internal and external customers.

• Teamwork : Demonstrate ability to work independently and as part of a team. Work cooperatively and effectively with others to set and achieve goals, help others, resolve problems, and make decisions that enhance organizational effectiveness.
• Professionalism : Exhibit a professional manner in dealing with others; work to develop and maintain cooperative and positive working relationships;

represent the bank in a positive manner; maintain credibility with others.

Ethical Behavior : Model high standard of honesty, integrity, trust, and openness. Understand and follow through with appropriate standards of conduct and moral judgment;

willing to act outside the norm when needed to adhere to ethical principles. Communicate and demonstrate actions in a consistent manner.

Respect others, regardless of individual capabilities, agendas, opinions or needs.

• Confidentiality : Maintain strict confidentiality regarding any information obtained during performing job duties; adhere to Bank policies and procedures regarding confidentiality.
• Quality Management : Adhere to guidelines, protocol, policies, and procedures and supervisory directives; improve and promote work quality;

demonstrate accuracy, thoroughness, and attention to detail; strive to achieve good results.

• Adaptability : Adapt positively to change; manage competing demands and effectively handle changes, delays and / or unexpected events with a positive attitude.
• Planning and Organization : Prioritize, organize, and plan work; use time efficiently; and achieve results within time frames.

Complete work in a timely, accurate manner and be conscientious about assignments and deadlines.

Judgment / Problem Solving : Display ability and willingness to make sound decisions; identify and resolve problems in a timely and positive manner;

exhibit sound judgment; appropriately handles both routine and non-routine situations.

Individual Responsibility and Accountability : Accept responsibility for own work performance; accepts responsibility for own actions and outcomes and does not blame others.

Demonstrate willingness to take initiative in performing job duties, resolving issues, and making suggestions for improvement.

Conduct follow-through and meets commitments and agreements in a timely manner; relied upon others as a source of valid information.

WORK ENVIRONMENT : Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise.

PHYSICAL DEMANDS : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is often required to : sit; use hands in repetitive motions to finger, grasp, handle or feel;

and talk or hear. The employee is occasionally required to : stand; walk; and lift or reach with hands and arms. The employee may also be required to : climb, balance, stoop, kneel, crouch, crawl, push, and pull.

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.

Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management.

Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.

Specific lifting abilities required by this job include : Light work. The employee is constantly required to stand and walk.

Exerting up to 25 pounds of force occasionally, and / or up to 10 pounds of force frequently, and / or a negligible amount of force constantly to move objects.

If the use of arm and / or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.

Specific vision abilities required by this job include : The worker is required to have close visual acuity to perform an activity such as : preparing and analyzing data and figures;

transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and / or operation / inspection of machines and / or using measurement devices at distances close to the eyes.

What We Offer

COMPENSATION & BENEFITS : Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position.

We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance, a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a 401(k) retirement savings plan, discounts on banking products and services, Paid Time Off (PTO) and holidays.

Visit our website for more details!

COMPANY OVERVIEW : We are a family of banks whose unique local presence reflects the communities we serve. We welcome the opportunity to grow and change as our customers and communities do the same.

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Last updated : 2024-05-15