Answer incoming calls to the main switchboard and transfer to the appropriate department and/or person. Provide assistance to customer service calls by answering customer questions, handling account inquiries, and other customer service duties using established First Interstate Bank retail sales and services skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
Answer and transfer incoming calls to the main switchboard in a professional and polite manner.
Assist customer service calls regarding account inquiries, problem solving and complaint resolution.
Sell and refer bank products using First Interstate Bank retail sales and service skills to meet annual goals.
Open, close and maintenance of all types of deposit accounts.
Provide backup to customer service by performing such duties/tasks as stop payments, holds, transfer requests, Reg E disputes, check orders, statement/research requests, wire transfers, address changes, card requests, and checkbook balancing.
Maintain customer files, including annual review of all files and filing.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED). Previous banking experience preferred, but not required.
Ability to read and comprehend simple instructions, short correspondence, procedure manuals, and memos. Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Basic math proficiency and aptitude. Ability to calculate figures and amounts such as discounts, interest, and commissions.
OTHER SKILLS and ABILITIES
Demonstrated aptitude to handle sensitive operational transactions and customer relationships; professional appearance; demonstrated social skills; excellent verbal/non-verbal skills; self-sufficient; good time management and organizational skills and demonstrate working knowledge of personal computer.
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 regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
First Interstate Bank - 22 months ago
First Interstate Bank is a multi-state, $7.1 billion banking organization headquartered in Billings, Montana. First Interstate has evolved...