New Account Representative’s are responsible for greeting customers visiting the branch and using the essential skills of effective communication and listening to meet the financial needs of customers as well as developing customer relationships. New Account Representative’s perform routine teller and bank transactions, educate customers as to products/services available, open new and maintain existing deposit accounts, close accounts, issues Certificate of Deposits, opens Individual Retirement Accounts/ HSA accounts and other customer service duties. NARs promote Collegiate Peaks Bank by maintaining good customer relations and referring customers to appropriate staff for new services. NARs adhere to our Mission Statement: We are a united team, committed to enriching the lives of our co-workers, our customer and our communities as well as adhering to our Core Values: Integrity, Balance, Communication, Respect, Teamwork, Growth, and Community.

The compensation minimum for the wage range for this position is $20.00 - $22.50 per hour and will vary depending on what city the applicant works in. All compensation offers are analyzed individually and take into consideration multiple factors including but not limited to geographic location, years of experience, and educational background.

Primary Duties/Responsibilities:

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  Is punctual for meetings and scheduled shifts
• Greet Customer’s with a smile and friendly demeanor
• 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 Collegiate Peaks Bank 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 the bank.
• Opens and Closes: Checking, Savings, CD’s, IRA’s, HSA’s and Debit cards which includes preparing associated documents and scanning timely for record retention purposes.
• Resets Online Banking users
• Resolve issues and answer questions with customer accounts
• Provide basic problem solving solutions
• Processes wire transfers, check orders, address & telephone changes
• Assists customers with temporary debit card increases, pin changes/resets, travel notification, fraud, compromised cards, disputes, and Instant Issue debit cards
• Support the department by answering phones, distributing mail, scanning documents and greeting/directing customers.
• Performs Notary Functions
• Reviews and corrects errors that appear on exception logs in a timely manner
• Completes ongoing required regulatory training and BVS Training Courses within the assigned time frame
• Complies with all bank policies, applicable laws and regulations
• Complete all required annual compliance training and continuing education to stay current with bank policy, regulations and licensing requirements
• Effectively sell and cross sell the services and accounts offered by the bank to best fit customers needs.

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  Processes deposits, loan payments and safe deposit box rental payments
• Examines checks for endorsement and negotiability
• Processes change orders
• Prepares cashier’s checks
• Processes & settles cash advances
• Processes foreign items
• Scans and balances runs for all work processed during the day per GBCI time frames
• 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 and balances their drawer out at the end of their shift
• Possess a basic knowledge of bank products such as checking, savings, and money market accounts, CDs, and e-banking services. Promote High Performance Growth, Tell-A-Friend Program as well as helping with branch displays and big day promotions..
• Keeps up to date with the latest security alerts, in order to protect the bank from losses
• Assists with dual control in TCR balancing, vault balancing, mail deposits, day drop, and night drop processing.
• Balances ATM Weekly under dual control
• Balances Coin machine
• Redeems US Savings Bonds
• Sells prepaid Gift/Travel cards
• Maintains inventory logs for prepaid cards and assists with auditing them monthly
• Assists with incoming/outgoing shipments
• Follows opening/closing checklist
• Responds to telephone inquiries from customers
• Completes monthly teller certification under dual control
• Orders and submits foreign currency for customers
• Performs other related duties as assigned

• High school education or equivalent required
• Minimum one year of Banking experience required

• Must be able to multi-task and prioritize job responsibilities
• Must understand and support the Bank’s philosophy regarding customer service
• Must have excellent written and oral communication skills
• Must be detail orientated
• Needs to work accurately and efficiently
• Must have a good working knowledge of PC usage and Microsoft Office (Word, Excel and Outlook)
• Ability to maintain high volume of quality work, while insuring highest confidentiality

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.

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, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.