Banking & Transactions Specialist — Build Client Relationships

Northwest Financial Corp; West Des Moines (IA); On-site; USD 32,000 - 42,000; Full time

Job summary

Northwest Financial Corp in West Des Moines, IA seeks a front-line associate to process customer transactions accurately, handle holds and disputes, and build relationships by sharing product knowledge. The role emphasizes compliance and customer service, with opportunities to support audits and learn banking products.

The position focuses on reliable, courteous service and efficient problem resolution in a community banking environment.

Qualifications

• High school diploma or GED required; one year of cash handling and customer service preferred.
• Ability to read, write, and interpret general business information.
• Ability to communicate with customers in a courteous and professional manner.

Responsibilities

• Process customer transactions accurately and courteously through various media.
• Apply Reg CC holds, Reg E disputes, and stop pays as needed.
• Develop customer relationships to share product knowledge and services.
• Maintain compliance with applicable laws and bank procedures.
• Serve as a backup for other positions and assist with audits and reviews.
• Build knowledge of bank products to assist customers and referrals.

Skills

Customer service

Cash handling

Reg CC Holds

Reg E Disputes

Multilingual language ability

Education

High school diploma or GED

Job description

Northwest Financial Corp in West Des Moines, IA seeks a front-line associate to process customer transactions accurately, handle holds and disputes, and build relationships by sharing product knowledge. The role emphasizes compliance and customer service, with opportunities to support audits and learn banking products.

The position focuses on reliable, courteous service and efficient problem resolution in a community banking environment.