Banking Services Specialist — Flexible Schedule & Growth

CBI Bank & Trust; Iowa; Hybrid; USD 32,000 - 42,000; Full time

Job summary

CBI Bank & Trust is seeking a customer service associate to process transactions, assist customers over the phone and in person, and uphold bank policies with accuracy.

The role requires adaptability to float between banking centers, strong communication, and a self-motivated approach. Prior experience or education in banking is preferred, with a professional appearance and courteous demeanor as key assets.

Qualifications

• Flexible work schedule required.
• Good work performance and adherence to bank policies.
• Role may float to all banking centers.
• Post-high school education or 1 year in banking preferred.

Responsibilities

• Process customer transactions accurately.
• Assist customers by phone and in person.
• Develop strong customer relationships.
• Navigate bank products and services with care.

Skills

Self-motivated

Sales skills

Strong communication

Relationship-building

Detail-oriented

Education

Post-high school education / 1 year banking-related field

Job description

Description

GENERAL DESCRIPTION:

Will process customer transactions in a timely, accurate manner, adhering to established Bank regulations, policies and procedures. Will assist customers on the phone and in person. .

KEY ACCOUNTABILITIES:

• Candidate must be self-motivated with the ability to offer our banking products and services to prospects
• Candidate will possess the ability to develop strong customer relationships.
• Must be organized, detail-oriented and accurate; possess good oral communications skills and grammar; be professional in appearance, pleasant, courteous, and a good listener.
• Be able to initiate the HPG sales process when asked about accounts

Requirements

Skills/education/experience required:

• Must have the ability to work a flexible work schedule.
• Must have a satisfactory record of work performance and adherence to all Bank Policies and Procedures.
• This position will float to all banking centers as needed.
• Post high school education/one year in banking or related field preferred.