Relationship Banker I Opportunity Bank of MontanaRelationship Banker IMTResponsible for opening new personal and business deposit accounts, identifying, and selling appropriate consumer loan solutions, responding to customer inquiries, resolving issues, and recognizing and referring cross sale opportunities. Performs the following duties under general supervision: Develop customer relationships through active profiling and needs-based questioning to identify deposit, credit, investment, and other needs.
NewRegistered Client Service Associate StifelRegistered Client Service AssociateBillings, MontanaFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
NewRegistered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateBillings, MTUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.