Account Executive-I

Community State Bank; Waterloo (IA); On-site; USD 30,000 - 42,000; Full time

Job summary

Community Bank and Trust in Waterloo, IA seeks an Account Executive-I to build, maintain, and deepen relationships with consumer and business customers by delivering exceptional customer service and recommending suitable financial solutions.

The role involves processing transactions, placing customers in appropriate accounts, cross-selling services, and referring customers to other departments as needed. A high school diploma and banking/customer service experience are required.

Qualifications

• High School diploma or equivalent required with two years banking, customer service or retail experience.
• Strong customer service skills, ability to interpret and analyze basic financial information.
• Proactively promote and cross-sell bank products.

Responsibilities

• Build, maintain and deepen relationships with consumer and business customers by providing exceptional customer service and recommending appropriate customer solutions.
• Process transactions, place customers in appropriate account products, cross-sell other bank services, and refer customers to other departments as appropriate.

Skills

Customer service

Communication

Cross-selling

Education

High School diploma or equivalent

Job description

Community Bank and Trust is committed to being the most customer-focused financial institution in the Cedar Valley and is seeking an individual that is passionate about building customer relationships. Community Bank and Trust is a relationship-driven organization who values their employees as well as their community.Our goal is to provide exceptional customer service and make financial dreams a reality.

CBandT is looking for an Account Executive-I to join our team. The key attributes of this position are beingresponsible for building, maintaining and deepening relationships with consumer and business customers by providing exceptional customer service and recommending appropriate customer solutions. This includes, but not limited to, processing transactions, placing customers in appropriate account products, cross-selling other bank services and referring customers to other departments, as appropriate.

High School diploma or equivalent required with two years banking, customer service or retail experience required. We are looking for someone with strong customer service skills, ability to interpret and analyze basic financial information and can proactively promote and cross-sell bank products.

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Equal Opportunity Employer

Pre-Employment credit check, background check and drug screen is required.