Question
Regular Full-Time
0-2

NEW ACCOUNTS REPRESENTATIVE

5/6/2026

Acts as the front line for new accounts and customer service, focusing on developing new business and servicing existing customers. Represents the bank in community activities and manages professional relationships to enhance marketing efforts.

Working Hours

40 hours/week

Company Size

501-1,000 employees

Language

English

Visa Sponsorship

No

About The Company
Founded in Miles City in 1953 by William Nefsy, Stockman is a Montana-born company committed to enriching the lives of Montanans and helping our communities succeed. Like Montana, Stockman is distinct in blending traditional, western values with modern conveniences and state of the art technology. We are proud to be your full-service financial partner, serving all your banking, insurance, and wealth management needs. Our people, products, and services are uniquely focused to meet the financial needs of Montanans. Important in our focus is safety and security. We are proactive in taking every precaution to protect you and your family’s hard-earned assets and valuable information. For 70+ years, we've had the honor of serving the people, businesses, and communities of this great state. We’ve remained focused on creating long-standing relationships, and our clients experience the same commitment to service, excellence, and customer satisfaction at all our locations. We look forward to continuing that tradition. On behalf of the Coffee family and all Stockman employees, thank you Montana.
About the Role

This position will be located in any of our Missoula offices. For location preferences, please state in additional details portion of application.  

Position General Responsibilities:

This position is the Office’s front line, regarding 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.

Employees Supervised:

None

Education, Experience and Certification Requirements

Note:  Only minimum responsibilities are listed.  Other responsibilities may be required as requested by management.

 

Basic Qualifications:

      1. Strong commitment to providing exceptional customer service.
      2. High School diploma or equivalency.
      3. Previous computer experience
      4. Effective interpersonal skills to work well with external and internal customers.

Dimension of Job:

The position requires a thorough knowledge of all types of accounts, services and products offered and sold. The New Accounts Representative will have extensive in-person and telephone contact and is to conduct relationships in a manner that will enhance the professional, community focused, and overall marketing effort of the Bank.

For full description, which includes physical mental demands please see attachment. 

Key Skills
Customer ServiceProduct KnowledgeBusiness DevelopmentInterpersonal SkillsComputer ProficiencyRelationship ManagementAccount Servicing
Categories
Finance & AccountingCustomer Service & SupportSales
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