Bank Client Services Specialist - Growth & Trust

Ohnward Bancshares, Inc.; Maquoketa (IA); Presencial; USD 36 000 - 48 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health Insurance

Dental Insurance

401(k) Plan — company match

Paid Time Off (PTO)

Holiday pay

Resumo da oferta

Ohnward Bancshares, Inc. is seeking a client service associate in Maquoketa, IA. The role includes opening/closing client deposits, updating account information, handling calls and walk-ins, and generating sales leads.

You will cross-sell bank products, respond to routine requests, and maintain confidentiality while building trusted client relationships. Prior experience and strong communication are valued.

Qualificações

• High School diploma or GED required.
• 1-2 years’ experience preferred.

Responsabilidades

• Opening and closing of client deposit, safe box, debit card accounts.
• Maintenance of account information and forms and any necessary reporting.
• Manage a large volume of calls, answer inquiries, walk-ins.
• Generates sales leads and makes referrals to other bank services.
• Cross-sells bank products by informing clients of new services and promotions.
• Build sustainable relationships and trust with client accounts through open communication.
• Assist with routine requests: fund transfers, AFTs, stop payments, inquiries about deposits and service charges.
• Reconcile statements with general ledger; perform account and other reconciliations.
• Record business transactions to the general ledger and prepare payments for signature.
• Maintain client confidence and protect bank operations by keeping information confidential.
• Go the extra mile to build trust, loyalty, and satisfaction.
• Manage risk and detect fraudulent transactions to prevent losses.
• Resolve clients’ issues and provide relevant information.

Conhecimentos

Customer service

Attention to detail

General math

PC knowledge

Communication skills

Formação académica

High School diploma or GED

Descrição da oferta de emprego

Ohnward Bancshares, Inc. is seeking a client service associate in Maquoketa, IA. The role includes opening/closing client deposits, updating account information, handling calls and walk-ins, and generating sales leads.

You will cross-sell bank products, respond to routine requests, and maintain confidentiality while building trusted client relationships. Prior experience and strong communication are valued.