New Accounts Representative jobs in Wyoming

As a primary contact for bank customers, Tellers/New Accounts Reps are responsible for developing and retaining customer relationships through providing a consistent level of exceptional service. Proactively work to develop and maintain long-standing customer relationships. Greet, listen, engage, and actively profile to ascertain your customer's needs and present sound and mutually beneficial financial solutions. Maintain high quality personal performance and professional standards and actively request support and training as needed.

Summary

DUTIES AND RESPONSIBILITIES:

• Assist with wide variety of customer services including opening and maintaining consumer and business deposit and savings accounts, safe deposit boxes, and e-banking products in an efficient manner. Prepare associated documentation and scan for record retention purposes.
• Assist customers with opening CDs/IRAs and educate customers as to penalties, earnings, etc.
• Use every customer contact as an opportunity to advise customer about additional services or programs that might benefit them.
• Perform Teller transactions, including but not limited to: receive deposits, accept checks for cashing, accept loan payments, accept wire transfer requests, fill business change orders, issue cashier's checks, cash Series EE Bonds, sell travel cards, process credit card advance requests, process telephone transfers, process and record night deposit transactions, process check orders, issue debit cards. Possess a basic knowledge of bank products to include deposit products such as checking, savings, money market, CDs, and e-banking. Promote High Performance Checking Tell-A-Friend Program. Maintain balancing record by correctly balancing cash daily, locates overages or shortages, sells excess cash to vault and maintains established cash levels in drawer. Sorts, counts, and wraps money to be transferred to the vault. Assist customers with safe deposit entries.
• Primarily responsible for developing and retaining customer relationships.
• Play an integral role in bank growth by meeting customer's needs while maintaining profitability and proactively finding opportunities to enhance customer relationships.
• Responsible for identifying customer needs through active listening and profiling and fulfilling their needs with appropriate products and services.
• Act promptly on customer requests, following through on commitments and obligations. Ask follow-up questions to determine if customer needs and expectations have been addressed. Process ATM and debit card disputes, escalate as necessary.
• Maintain proficient knowledge of bank and loan products and services to effectively present the appropriate solutions to the customer.
• As a representative of the bank, responsible for conducting yourself at all times in a positive and professional manner while maintaining a professional appearance and treating everyone with dignity and respect.
• Answer incoming calls, answer inquiries, direct calls, takes messages and returns call.
• Take responsibility for remaining compliant with all applicable banking laws and regulations as well as following company policies and procedures, management directives, security and operational procedures.
• Accountable for maintaining accuracy and attention to detail in all aspects of the job.
• Responsible for keeping all information related to customers, co-workers and the bank private and confidential. Assure that any private information is accessed only as it pertains to the performance of your position, being aware of others who can hear your conversations or view private information.
• Proactively protect the bank and its customers from counterfeit and fraudulent activity by staying current on fraud warnings and initiating discussion with customers regarding specific transactions to prevent potential loss to customers and the bank.
• Complete all required annual compliance training and continuing education to stay current with bank policy, regulations and licensing requirements.
• Responsible to stay aware of and adhere to the banks security policy. Notify management of any situation that may cause a security risk.
• Additional duties as requested or assigned.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
  
• Regular and predictable attendance in order to accomplish, among other things, in-person contact with customers.

QUALIFICATIONS:

• High school diploma or equivalent
• Two to five years banking experience

KNOWLEDGE, SKILL, ABILITY:

• Ability to understand and follow written and oral instructions.
• A high level of customer service and interpersonal skills to communicate effectively throughout the bank and to represent the bank positively to current and potential customers.
• Ability to operate a computer and other standard office equipment, such as copier and fax machine.

WORK ENVIRONMENT:

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

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.

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: 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.

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.

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, and paid sick, holiday, and vacation time. 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. Read our story, learn about our banks, and experience life at Glacier Bancorp, Inc. all from our website. Check it out!

We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment 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 applicants for work visas. All applicants must be legally authorized to work in the US.

No Recruiters or unsolicited agency referrals please.