New Account Representative

• Perform transactions for bank customers, 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, redeem savings 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 such as checking, savings, and money market accounts, CDs, and e-banking services. Promote High Performance Checking Tell-A-Friend Program as well as helping with branch displays and big day promotions.
• Effectively sell and cross sell the services and accounts offered by the bank to best fit customers needs.
• Assist customers in reconciling accounts, closing accounts, and change of addresses as well as providing statement printouts and check copy requests.
• Answer incoming calls, direct calls, and take messages.
• Maintain daily balancing record by correctly balancing cash, locating overages or shortages, selling excess cash to vault and maintaining established cash levels in drawer. Sort, count, and wrap money to be transferred to the vault.

• Assist with wide variety of customer services including opening and maintaining deposit and savings accounts, safe deposit boxes, and e-banking products. 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.
• Maintain proficient knowledge of Bank of the San Juans deposit and consumer loan products and services to effectively present the appropriate solutions to the customer.

• 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 Bank of the San Juans 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 Bank of the San Juans.
• 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.

• 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.
• Adhere to Bank of the San Juans Company Core Values.
• Keeps management appropriately informed of area activities and of any significant problems.
• Participate in Community Service and Bank sponsored activities that serve and support the mission and values of the Bank of the San Juans.
• Provide superior internal and external customer service: must demonstrate self-governance, courtesy and respect toward external customers as well as internal customers (all organization personnel).
• Complete required bank and BVS training courses within assigned time frame(s).
• Represent Bank of the San Juans in a professional manner which includes a professional image, confidentiality, a positive “can-do” attitude, good attendance, punctuality, flexibility and adaptability in meeting bank and customer needs. Keep work area tidy and maintain customer privacy. Attends and participates in meetings as required.
• Additional duties as requested or assigned.

• High school diploma or equivalent.
• Minimum of 6 months prior Customer service and Cash Handling experience is required.

• Proficiency in computer applications.
• Ability to understand and follow written and oral instructions.

• Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.
• Must be able to work Monday-Friday with rotating Saturdays.

Glacier Bancorp