Accounts Representative

About The Role

Passionate, warm, inspiring? Raise your hand if that's you! First Security Bank is hiring an Accounts Specialist to join our Cottonwood Branch Team. Greet customers with a smile, assess and fill their needs in a professional manner. Responsible for processing all new account transactions; assisting customers in their selection of various accounts and financial services. The Account Specialist demonstrates a high degree of accountability while delivering superb customer service.

• Greet customers promptly and meet Service Pledge standards.
• Build account relationships by effectively cross selling and referring additional products and services to the appropriate department.
• Know the features and benefits for all checking, savings, money market, health savings, individual retirement, and certificate of deposit accounts.
• Open accounts with complete documentation and complete follow up calls and thank you cards within required time frames. Complete MSB due diligence questions within streamline.
• Actively participate in the High Performance Growth (HPG) program including Branch HPG displays, Big Days, and Tell a Friend program. Maintain HPG inventory and submit RMS reporting weekly.
• Assist customers with Net Teller (online banking), Bill Pay and E-statements; order and follow up on check orders with the provider; process wire transfers and Safe Deposit Clerk duties as applicable.
• Follow up with customers to complete pending items within the 30 day period. Perform CIF maintenance when account relationships change. Issue and maintain VISA Instant Issue and Check Cards.
• Determine if a deposited check will require a Reg CC Hold and explain disclosures to the customer. Explain all new account disclosures for retail products.
• Maintain basic knowledge of compliance and regulatory issues; comply with applicable laws and regulations (including Bank Secrecy Act, Patriot Act, OFAC) and company policies. Complete assigned online training courses and achieve a passing score by due date. Maintain regular and predictable attendance.
• Actively use the Service Pledge in all customer encounters.

• High School diploma or equivalent.
• Customer service and clerical experience.
• Previous bank experience preferred.

• Work professionally with courtesy, customer service, and tact in a fast-paced environment with deadlines.
• Effectively sell and cross-sell bank services and accounts; maintain a pleasant, helpful demeanor toward customers and staff.
• Follow written and oral instructions.
• Working knowledge of bank products and services.
• Communicate effectively, verbally and in writing.
• Anticipate, identify, and resolve problems.
• Work well under pressure; meet multiple deadlines; ensure accuracy and timeliness.
• Work independently and as part of a team, sharing ideas and accepting suggestions.

The work environment is primarily indoors, with collaboration with others in a moderate noise level.

The physical demands include sitting, repetitive hand motions, and the need to talk or hear. Occasional standing, walking, lifting up to 25 pounds, and climbing/descending stairs in emergencies may be required. Routine office equipment usage and computer work (approximately 6-8 hours per day) may be necessary. Ability to travel off site or work extended hours as required. Reasonable accommodations may be made for disabilities.

Starting salary is dependent upon relevant experience and geographic location. We offer an extensive benefits package including medical, dental, vision, and life insurance; health savings account option;
Employee Assistance Program (EAP); health rewards program; retirement savings plan (401(k) and Profit-Sharing); short and long-term disability; education and training benefits; and discounts on banking products and services. PTO and paid holidays are provided; details vary by position and tenure. Some locations may offer additional holidays.

We are an Equal Opportunity Employer. Qualified applicants will receive consideration without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws. Glacier Bancorp, Inc. does not sponsor work visas. All applicants must be legally authorized to work in the US.

No recruiters or unsolicited agency referrals please.