Stockman Bank - Helena, MT

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Our Mission: Stockman Bank is a Montana born company, built on western values,
focused on creating long-standing relationships through integrity, expertise and results.


Our people, philosophy and the way we do business have positioned Stockman Bank as Montana’s premier financial center for business leaders, agriculture operators, commercial developers and real estate owners. We are a Montana-born company, built on western values, focused on creating long-standing relationships through integrity, expertise and results. Our offices are locally managed and community-oriented, allowing us to best serve our customers. Our workforce is well trained and competent and our work environment encourages productivity, personal growth and job satisfaction.

Position General Responsibilities

Responsible for extensive customer contact that includes processing customer transactions and sales of additional Bank products while maintaining protection of Bank assets. This position is the 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 through the servicing of requests, calling on existing customers, identification and calling on potential customers and representing the Bank in community activities.

Education, Experience and Certification Requirements
Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.

Basic Qualifications:
1. High School diploma or equivalency.
2. Good interpersonal/team skills with ability to develop effective working relationships.
3. Strong commitment to providing exceptional customer service.
4. Previous personal/computer experience.
5. Ten key proficiency

Dimension of Job

This position is responsible for extensive customer contact providing broad-based banking products. In addition to handling customer transactions, the Teller will make recommendations of additional products and referrals to the customers as well as leads to the Bank officer. The Teller is also responsible for following banking regulations and procedures while maintaining protection of the Bank assets. Must maintain extensive knowledge of products, services, marketing plans and regulations, will cross-sell other Bank services and relay customer comments to the Teller Supervisor while preparing and ensuring completion of paperwork relating to multiple customer sales and service. Customers will be served in a pleasant and professional manner. Must also have knowledge of products and prices of competitors.

Position Specific Responsibilities, Duties and Competencies

Operational Functions:
Perform basic paying and receiving functions including cashing checks, handling deposits, savings withdrawals, loan and escrow accounts.

Balance currency and coin.

Fill customer change order.

Balance cash ins and outs.

Process mail and night depository.

Process cash advances.

Issue Cashier Checks, Visa Travel Money cards and Visa gift cards.

Take application and redeem US Savings Bonds.

Buy and Sell Canadian currency.

File open/closed signature cards.

Prepare stop payment request.

Balance ATM and stock ATM supplies.

Balance coin counter.

Balance in-bank statements as assigned.

Buy and sell cash internally to and from vault supply.

Balance vault cash: prepared income and outgoing shipments.

Accurately and efficiently process all transactions/work through assigned SCO image capture machine. Ensure that all work processed individually has been captured by SCO through batch balancing to Teller totals

Follow procedures for balancing of each SCO batch including the correction of errors and immediate resolution for any out of balance batches. The balancing process must be done on every batch, on every machine and every day with no exceptions.

Responsible to follow the maintenance schedule for assigned SCO machine.

Responsible for proper item storage and the protection of customer information.


Security Cash Controls:
Safeguard assigned cash/currency at all times: adhere to cash limits.

Adhere to dual control procedure as defined by policy.

Balance assigned cash currency as defined by policy.

Process off-ages by end of next business day.

Assist with all other areas of securing the Bank cash coin and negotiable instruments.

Customer Service Representative (CSR):
Administrative Functions:
Greet and direct customers.

Assist customers with general account information.

Assist with answering incoming calls.

Monitor and direct lobby traffic.

New Account/Sales/Service:
Maintain an extensive knowledge of deposits, loan and non-deposit services by studying product information, bulletins, regulations and updates. Attend periodic training sessions and stay abreast of new procedures, marketing techniques, rules and regulations.

Sell multiple financial products and services to new and existing customers by assessing customer needs and determining which financial services can best satisfy those needs. Products include all deposit products and related service products.

Spot sales opportunities and cross sell other Bank services as they arise. Refer business consistently.

Open new accounts as needed

Sales/Public Relations: Teller/CSR

Promote the improvement of Stockman Bank through quality customer service, promotion of products professionalism in conduct and diligent work ethic.

Greet all customers pleasantly and make them feel welcome and comfortable.

Handle transactions quickly and professionally.

Effectively handle customer questions and problems.

Use effective listening and observing skills to help identify and resolve customer needs.

Spot sales opportunities and refer business consistently.

Cross-sell other services whenever the opportunity arises.

Keep up to date on pricing and products.

Relay customer comments and or complaints to the Operations Officer immediately.

Federal Regulations: Teller/CSR

Maintain a working knowledge of Bank's written policies and procedures that apply to and concern this position’s area of responsibility, including general regulations such as the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and various other Federal and State regulations as they apply.

Physical and Mental Demands
(The 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.)

Occasionally = 0-33% of shift Frequently = 34-66% of shift Constantly = 67-100% of shift

Constant lifting/carrying up to 10 lbs. with frequent lifting/carrying up to 25 lbs. Constantly required to hear, talk, write, read, keyboard/computer entry, reach, stretch, work under time constraints with needed ability for task management flexibility and to perform routine duties with attention for details. Constant abilities used/required on the job are mathematics, memory, reasoning, estimating, problem-solving and exercising judgment.

Constantly stand, walk or sit, while requiring oral and written communications with co-workers, customers and transactions with guidance available.

Occasionally stoop, kneel, crouch or crawl.

Infrequently climb (up ladders, etc.), balance (to reach items) or drive a car.

Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

Work Environment:
(The work environment characteristics described here are representative of those an employee will encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

Constantly works with others, around others, with co-workers in other departments or branches and with customers and the general public in person and via telephone. Constantly works indoors, in confined areas and is exposed to the risk of electrical shock.

Frequently works around noise (moderate level). The employee must have the ability to focus on tasks and customers while hearing machines, conversations of others, music, phones etc., in a confined area.

Infrequently the employee works alone and also works near moving objects. The employee is also infrequently exposed to outdoor weather conditions.


Company Functions and Expectations

Technical Knowledge

Has the technical knowledge and analytical skills to fulfill job duties in a positive manner. Keeps abreast of new and changing developments in industry/field especially as it pertains to the individual’s position. Has the ability to analyze situation and react accordingly.


Expresses information/thoughts clearly and concisely in both written and verbal form. Keeps communication channels open with subordinates and supervisors. Responds promptly to calls or inquiries in a courteous and professional manner. Communication is effective and efficient.


Establishes priorities, sets goals and meets deadlines in an accurate and efficient manner. Organizes overall workflow and working area. Quickly identifies problems, makes timely decisions and notifies affected personnel. Plans effectively to ensure timely completion of duties.

Team Work/Professionalism

Is willing to assist others to ensure deadlines are met. Provides assistance to less experienced personnel when needed. Informs appropriate personnel of significant issues in a timely manner. Works well in group environment and with supervisor.

Models professionalism by addressing others with appropriate actions and appearance within professional boundaries.

Customer Service Culture

Employees will strive for outstanding, professional and courteous service to our customers and anyone who visits our facility.


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