Customer Relations Representative

Job Description

Job Description

First Western Bank & Trust has a full-time opening for a Customer Relations Representative at the Minot Main Bank.

First Western Bank & Trust cares about and invests in our employees. We offer eligible employees and their dependents comprehensive health benefits and programs, which may include insurance for medical, vision, dental, and more, to help you take care of yourself and your family. Other benefits for eligible employees include 401k with company match, company contribution to Health Savings Account, banking benefits, short-term disability, life and long-term disability, bonding leave, holidays, sick leave, and vacation.

With all the benefits listed above, this is a great opportunity for the right candidate!

Customer Relations Representative Overview: 

Establish and develop relationships with new and current consumer and business customers in support of First Western Bank & Trust’s sales and service objectives while adhering to the bank’s culture of customer service excellence.

• Provide excellent customer service by greeting customers in person or on the phone in a timely, courteous, and professional manner
• Properly identify each customer in accordance with bank policy and uphold confidentiality of customer and proprietary information
• Establish solid relationships with new and current consumer and business customers through identifying needs, providing the best bank products and services for customer’s financial needs, and using cross-sell and referral opportunities
• Open and manage consumer accounts including Individual Retirement Accounts; Health Savings Accounts; checking, savings, money market, certificates of deposit, and safe deposit accounts
• Open and manage business accounts including checking, savings, money market, certificates of deposit, and safe deposit accounts 
• Assist customers with account maintenance; includes name changes, address changes, deposit product changes, and CD renewals, and signer changes for business accounts 
• Assist customers with debit card maintenance; includes create instant issue cards as needed, create disputes for erroneous transactions, apply limit changes, research transaction issues.
• Assist customer with credit card maintenance; includes card issuance as needed, create disputes for erroneous transactions, research transaction issues, answer general questions, apply payments received

Customer Relations Representative Qualifications:

• High School diploma or general education degree (GED) required
• One year of banking experience preferred
• Knowledge of customer service principles and practices
• Knowledge of administrative and clerical procedures

Customer Relations Representative Skills/Abilities:

• Must be a team player with excellent interpersonal skills, strong written and oral communication skills, active listening skills, and proven customer service skills 
• Must be detail oriented, able to work under minimal supervision, stay poised under pressure, manage multiple tasks at one time, and interact with co-workers and customers in a professional manner
• Must have proficient spoken and written English language skills
• Must have cash handling, general math, and computer skills

ABOUT FIRST WESTERN:

The bank was founded in 1964 and CREDIT is due to Jack Hoeven for our Founding Principles and Core Values that remain true today: we are proud to give back to and invest in the C ommunities we serve; we treat each other and our customers with R espect and worth; we set high standards in E xcellence for what we do; we are D edicated to our customers; we act with I ntegrity and keep our word; and we maintain a culture of honesty, safety, mutual respect, and T rust.

First Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.

First Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.