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New Accounts Representative

Kalispell, MontanaLC Staffing

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Open New Accounts:
Savings Accounts
Checking Accounts
Money Market Accounts
HSA/Montana Medical Savings Accounts
IRA Accounts
Time Certificates of Deposit
Christmas Club Accounts
Safe Deposit Boxes
Issue Debit cards
Balance Certificates of Deposit:
Send out checks, notices and disclosures
Process GL entries
Checking and Savings Account Reports:
Check Closed Savings and Checking Account reports daily and delete all debit cards and related addendas and codes
Check Open Savings and Checking Account reports daily and put codes back into accounts that are FORCE reopened
Check activity on controlled savings and checking accounts
Access/Gift Cards:
Sell Access/Gift Cards
Safe Deposit Boxes:
Lease boxes
Let Customers in boxes
Close unwanted boxes
Mail out monthly billing notices
Send drill letters when necessary
Arrange box drillings and for keys to be made
Inventory contents and storage
Assist customers in choosing and ordering checks

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