Banking Customer Service & Cross-Sell Specialist

Midstates Bank; Council Bluffs (IA); On-site; USD 32,000 - 42,000; Full time

Job summary

Midstates Bank in Council Bluffs, IA seeks a Customer Service Representative to support daily banking needs, including deposits, withdrawals, and product cross-selling. You will handle transactions accurately, assist customers, and contribute to a positive banking experience within a team that values confidentiality and community engagement.

The role requires strong communication, reliability, and willingness to travel to other locations to cover staffing as needed.

Qualifications

• Customer-focused banking experience preferred.
• Strong numerical ability and attention to detail.
• Effective communication and problem-solving skills.

Responsibilities

• Provides account services including deposits and withdrawals; sells bank products.
• Records transactions and handles currency handling with accuracy.
• Cross-sells products by informing customers of promotions and needs.
• Opens and closes consumer and business accounts; supports ongoing product use.
• Completes special requests (checks, statements, copies, referrals).
• Reconciles cash drawer and ensures security procedures are followed.
• Protects customer information and bank operations by maintaining confidentiality.
• Willing to travel to other locations to cover staffing as needed.
• Participates in civic activities to promote the bank’s image.
• Other duties as assigned.

Skills

Customer Service

Attention to Detail

General Math Skills

Positive Communication

Integrity

Selling to Customer Needs

People Skills

Microsoft Windows

Jack Henry SilverLake software

Education

HS Diploma or equivalent

Tools

Jack Henry SilverLake

Microsoft Office

Job description

Midstates Bank in Council Bluffs, IA seeks a Customer Service Representative to support daily banking needs, including deposits, withdrawals, and product cross-selling. You will handle transactions accurately, assist customers, and contribute to a positive banking experience within a team that values confidentiality and community engagement.

The role requires strong communication, reliability, and willingness to travel to other locations to cover staffing as needed.