New Account Representative II

About The Role

Summary

New Account Representatives (NARs) provide quality service and develop long term customer relationships. They perform routine teller and bank transactions, educate customers as to products/services available, open new and maintain existing deposit accounts, close accounts, issues Certificate of Deposits, open Individual Retirement Accounts and HSA accounts and other customer service duties.

NARs promote Collegiate Peaks Bank by maintaining good customer relations and referring customers to appropriate staff for new services. NARs adhere to our Mission Statement: We are a united team, committed to enriching the lives of our co-workers, our customer and our communities as well as adhering to our Core Values: Integrity, Balance, Communication, Respect, Teamwork, Growth, and Community.

The compensation midpoint within the wage range for this position is $20.00 per hour and will vary depending on what city the applicant works in. All compensation offers are analyzed individually and take into consideration multiple factors including but not limited to geographic location, years of experience, and educational background.

DUTIES AND RESPONSIBILITIES:

Primary Duties/Responsibilities:

Greets customers with a smile and friendly demeanor and responds to phone inquiries timely

Responsible for keeping all information related to customers, co-workers and the bank private and confidential. Assures that any private information is accessed only as it pertains to the performance of your position. Proactively protects Collegiate Peaks 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

Opens and Closes: Checking, Savings, CD’s, IRA’s, HSA’s and Debit cards which includes preparing associated documents and scanning timely for record retention purposes.

Resets Online Banking users

Resolves issues and answer questions with customer accounts and provides problem-solving solutions

Processes wire transfers, check orders, address & telephone change requests

Assists customers with temporary debit card increases, pin changes/resets, travel notifications, fraud, compromised cards, disputes, and Instant Issue debit cards

Performs notary functions

Reviews and corrects errors that appear on exception logs in a timely manner

Possesses advanced knowledge of bank products such as checking, savings, and money market accounts, CDs, and e-banking services to be able to sell and cross sell products that best fit customer needs. Promotes High Performance Growth (HPG), Tell-A-Friend Program as well as helping with branch displays and HPG big day promotions

Completes all required annual compliance training and continuing education to stay current with bank policy, regulations and licensing requirements

Performs job functions in compliance with all company policies and federal/state rules and regulations as applicable to the position, including, but not limited to BSA/AML, OFAC, and GLBA/privacy rules.

Teller Duties/Responsibilities:

Processes deposits, loan payments and safe deposit box rental payments

Examines checks for endorsement and negotiability before processing transactions

Processes deposits, loan payments and safe deposit box rental payments

Processes and prepares items including change orders, foreign items, cashier’s checks, cash advances, foreign currency orders, and US Savings Bonds

Scans and balances runs timely and accurately for all work processed during the day per established time frames

Maintains daily balancing record by correctly balancing cash, locating overages or shortages, selling excess cash to vault and maintaining established cash levels in drawer. Sorts, counts, and wraps money to be transferred to the vault and balances their drawer out at the end of their shift

Assists with dual control in TCR balancing, vault balancing, ATM balancing, mail deposits, day drop, and night drop processing. Completes logs timely and accurately

Sells prepaid Gift/Travel cards and maintains inventory logs as well as completing Gift/Travel cards monthly audit

Assists with incoming/outgoing currency and coin shipments and balances coin machine

Follows opening/closing checklist

Completes monthly teller certification under dual control

Performs other related duties as assigned

About You

QUALIFICATIONS:

High school education or equivalent required

Minimum of two years customer service experience required

Minimum one year of banking experience required

KNOWLEDGE, SKILL, ABILITY:

Must understand and support the Bank’s philosophy regarding customer service

Ability to read and interpret documents such as job aids, guides, policies and procedures and demonstrate ability to apply what is applicable

Proficient knowledge of Microsoft Office, Word and Excel and general PC usage

Ability to apply logical or critical thinking to define problems, collect data, establish facts, and draw conclusions

Excellent written and verbal communication skills required

Demonstrate a high level of organization, ability to prioritize and multi-task with attention to detail and accuracy, manage multiple projects, and demonstrate self-motivation and ability to follow through with tasks

Work well under pressure while meeting deadlines

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: Medium work. Exerting up to 50 pounds of force occasionally, and/or up to 25 pounds of force frequently, and/or up to 10 pounds 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.

What We Offer

COMPENSATION & BENEFITS:Salary is dependent upon relevant experience. We offer an extensive benefits package that includes, but is not limited to, flexible health coverage options: medical/dental/vision (partially employer paid with competitive premiums), health rewards program, possible employer contribution to a Health Savings Account, Employee Assistance Program (EAP); life insurance; 401K retirement plan with immediate vesting (up to 3% employer match, 3% automatic employer contribution, and profit sharing); discounted banking products and services; paid vacation/sick days, and paid holidays.

COMPANY OVERVIEW:At Glacier Bancorp, our employees are our most valuable asset. We seek qualified individuals who enjoy people, are innovative and eager to learn. We are dedicated to providing opportunities for personal advancement and professional growth by investing in the tools and training needed to build a personalized career path for you.