New Account Representative

Western Security Bank

Billings, MT, United States


About the Role

This job opportunity is for a Full Time New Account/Teller position located at our downtown Broadway Branch requiring a minimum of 1 year New Account experience. Position that requires extensive customer service skills, positive attitude and expressed enthusiasm. Focus of the position is actively cross-selling Bank products and services for new and/or existing customers by determining their needs and suggesting appropriate products. Will actively contribute to the growth of the Bank’s customer base. Must have ability to work in a team atmosphere. Demonstrates proficiencies with Customer Identification Program (CIP), all aspects of business accounts, e-statements, personal accounts and various correspondence requirements. Proficient with various forms needed to open and close new accounts including certificates of deposit, various deposit accounts, IRA’s, safe deposit box, etc. . Demonstrates a high degree of accountability through utilization of skills, knowledge and actions that protect the assets of Western Security Bank and its customers.



  1. 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.
  2. Demonstrates proficiencies with Customer Identification Program (CIP), all aspects of business accounts, e-statements, personal accounts and various correspondence requirements. All requirements for the position are outlined on the CSS III check-off list.
  3. Must be able to successfully and efficiently complete and process information to meet the customers desired needs.
  4. Proficient with various forms needed to open and close new accounts including certificates of deposit, various deposit accounts, IRA’s, safe deposit box, etc
  5. Responsible for performing various forms of maintenance on customer accounts including deposit accounts, certificate of deposits, safe deposits and CIF.
  6. Proficient with various Jack Henry functions including CIF menu, Deposit menu, time deposit, loan inquire, safe deposit box menu, wire menu, platform, etc.
  7. Be able to effectively communicate the types of accounts available, identify customer benefits, demonstrate successful sales abilities and skills


About You



Education and Experience:

  1. High school diploma or general education degree (GED) required.
  2. One year of previous New Account experience and/or previous banking experience preferred.
  3. Experience with cash handling preferred.
  4. Equivalent combination of education and experience.



  1. Working knowledge of modern office practices and procedures.
  2. Ability to use listed tools and equipment.
  3. Ability to understand and follow written and oral instructions/polices
  4. Ability to communicate effectively verbally and in writing.
  5. Ability to establish and maintain effective personal working relationships with peers and supervisors.
  6. Skilled in meeting and greeting the public.
  7. Ability to read and interpret documents such as safety rules, operating and maintenance instructions and procedure manuals.
  8. Ability to write routine reports and correspondence.
  9. Ability to speak effectively before groups of customers or employees of organizations.
  10. Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals
  11. Ability to compute rate, ratio and percent and to draw and interpret bar graphs.
  12. Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
  13. Ability to deal with problems involving several concrete variables in standardized situations.
  14. Ability to self-start and adapt to change.
  15. Ability to work well under pressure and to pay attention to detail.
  16. Ability to work as a team member to accomplish goals and assist co-workers


WORK ENVIRONMENT: <add from checklist>


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. The employee may also be required to: <insert additional physical activities detail.>

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: <insert physical requirements detail.>

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.


Glacier Bancorp, Inc. is a regional bank holding company headquartered in Kalispell, Montana with assets greater than $12 billion, operating in numerous community bank divisions across 8 states (Montana, Idaho, Utah, Washington, Wyoming, Colorado, Arizona and Nevada). We pursue a community banking philosophy, emphasizing personalized service combined with the full resources of a large banking organization. Over the years, Glacier Bancorp has received numerous awards for stability and soundness, and has repeatedly ranked among the top 10% in the nation for financial strength.

We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, age, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.


No Recruiters or unsolicited agency referrals please.


Job Info

Western Security Bank logo

Posted Date: Nov 18, 2019
External ID: 2983
Customer Service/Support