Banking Customer Advocate & Financial Services Specialist

CBI Bank & Trust; Wilton (IA); On-site; USD 32,000 - 46,000; Full time

Job summary

CBI Bank & Trust in Wilton, IA is seeking a customer service representative/teller to process transactions, assist customers by phone and in-person, and build strong relationships. The role requires flexibility to float among banking centers and a willingness to learn banking products for sales opportunities.

Ideal candidates will have post high school education and at least one year in banking or related field.

Qualifications

• Flexible work schedule required.
• Satisfactory record of work performance and adherence to bank policies.
• This position will float to all banking centers as needed.
• Post high school education/one year in banking or related field preferred.

Responsibilities

• Process customer transactions in a timely, accurate manner.
• Assist customers on the phone and in person.
• Develop strong customer relationships.
• Initiate the HPG sales process when asked about accounts.

Education

Post high school education / one year in banking or related field preferred

Job description

CBI Bank & Trust in Wilton, IA is seeking a customer service representative/teller to process transactions, assist customers by phone and in-person, and build strong relationships. The role requires flexibility to float among banking centers and a willingness to learn banking products for sales opportunities.

Ideal candidates will have post high school education and at least one year in banking or related field.