Financial Accounts Specialist

Financial Accounts Specialist

Bozeman, MT : A locally owned and operated community bank in Bozeman, Montana, has built its reputation on personalized service, local decision-making, and strong community values. Dedicated to supporting individuals, families, and businesses throughout the Gallatin Valley, this growing financial institution offers a full range of personal and business banking services while maintaining the neighborly feel of a true community bank. With a commitment to excellence and a focus on long-term relationships, it continues to expand and provide opportunities for both customers and employees alike.

Financial Accounts Specialist will sell multiple services to each client and potential client. The individual will provide courteous and efficient service to all clients and potential clients. As an experienced bank representative, this position occasionally will provide offsite client services.

Why You Want This Position : Starting Wage : $50,000+ / year, depending on experience Schedule : Monday through Friday, 8 a.m. to 5 p.m. Benefits for long-term employees, 401(k) with company match, Health, dental, and vision insurance along with 15 days PTO + paid holidays Supportive, team-oriented culture that values collaboration and professional growth Stability and growth of a well-established financial institution

Essential Functions and Duties :

• Build and maintain client relationships by greeting customers, following up on inquiries, and providing ongoing support to encourage long-term financial partnerships
• Assess client needs to recommend and sell appropriate financial products and services, clearly explaining features and benefits
• Assist clients with account services, including inquiries, debit / ATM card support, stop payments, research, and online / electronic banking
• Open and review new accounts, prepare documentation, order related supplies, and ensure accurate client records and file maintenance
• Monitor and review account and card reports for accuracy, addressing exceptions as needed
• Stay current on deposit and non-deposit products, policies, and regulations through training and continued learning

Qualifications :