Receptionist​/Customer Service Representative

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Regular Full-Time – 5 ADMINISTRATIVE
• Belgrade, MT, US
• Requisition  
• Posted 6 days ago

This position is the Office’s front line with regard to new accounts and customer service. It requires extensive product knowledge to support frequent customer contact in the development of new business, servicing customer requests, calling on existing and potential customers, and representing the bank in community activities. Responsibilities also include greeting customers with respect and courtesy and directing them to the appropriate area of the bank.

• Strong commitment to providing exceptional customer service.
• Good interpersonal/team skills with ability to develop effective working relationships.
• High School diploma or equivalency.
• Ten key proficiency.
• Previous personal/computer experience.

• Previous multi-line phone handling experience.

Responsible for extensive customer contact, including phone and in‑person interactions. The receptionist will make recommendations of additional products and refer customers to the bank officer, while ensuring compliance with banking regulations and protecting the bank’s assets. The role requires thorough knowledge of all types of accounts, services, and products offered and sold.

Note:

Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.

• Answer and direct all incoming calls.
• Greet and direct all customers.
• Assist customers with general account information.
• Keep lobby waiting area neat and keep coffee and related items filled.
• Maintain employee break room, keeping supplies stocked and area neat.
• Keep brochures up to date and maintain lobby and workroom supplies, including the rate board.

• Photocopy material and distribute as requested.
• Sort and distribute mail; prepare mail for evening pickup.
• Assemble new account packets as needed.
• Typing and filing as requested.
• Set up e‑bank and telebank sign‑ups.
• Send “Thank you” notes for new accounts as defined by management; participate in customer service survey letter mailing.
• Assign pin numbers for ATM and debit cards.
• Process changes of address and other customer requests.
• Maintain the Christmas card list and other assigned customer service correspondence.
• Fill copier, FAX, and main floor printers daily.
• Primary responsibility for scanning of loan and deposit documents.

For the full description, which includes physical and mental demands, please see attachment.