Consumer Services Representative - Clive

Bankers Trust Company; Clive (IA); On-site; USD 2,480,000 - 2,893,000; Full time

Benefits offered by this job

Group Health, Dental, and Vision

401(k) plan with company match

Paid Time Off (PTO)

Volunteer Time Off (VTO)

Tuition assistance

Company Paid Life Insurance

Paid Parental Leave

Lifestyle Accounts

Job summary

Bankers Trust Company is seeking a Consumer Services Representative (CSR) to interact with customers, verify identifications, process deposits/withdrawals, and facilitate transactions. The role requires presenting products and promotions to meet customers' financial needs, and may include answering phones, processing returned mail, issuing debit/gift cards, and resolving issues.

The position requires availability for every other Saturday morning and flexible hours.

Qualifications

• High school diploma or GED preferred.
• Previous banking or customer service experience preferred.
• Cash handling experience preferred.

Responsibilities

• Processes customer transactions including deposits, withdrawals, check cashing, payments, and other requests.
• Balancing cash drawer and adhering to cash limits.
• Opens and secures bank premises at closing.
• Counts and balances vault and cash drawers accurately.
• Processes daily and monthly reconciliations.
• Assists with training of new employees.
• Responds to customer needs with product knowledge and promotes Bankers Trust offerings.
• Handles incoming calls and emails promptly.
• Participates in training and committees.

Skills

Cash handling

Numerical ability

Education

High school diploma or GED

Job description

There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in class results through our biennial employee engagement survey. We’re also proud to receive recognition from others, including our designation as a “Best Place for Working Parents®,” being a four-time recipient of the Greater Des Moines Partnership’s Inclusion Award, and being named one of the “Best Businesses Supporting Local Charity” by readers of the Business Record.

Job Summary:

The Consumer Services Representative (CSR) is a front-line banking professional who interacts with customers, verifying their identification, processing deposits and withdrawals, and facilitating various financial transactions. A CSR informs customers of products and services that may meet their financial needs and of any promotions or events. Additional duties for this position may include answering phones, processing returned mail, issuing debit/gift cards and resolving customer issues. This position must be able to work every other Saturday morning and be flexible regarding hours.

Primary Functions and/or Responsibilities:

• Processes customer transactions and requests, including but not limited to: deposits, withdrawals, check cashing, payments, safe box entries, address changes, debit and gift card requests
• Balances cash drawer and abides by established cash limit
• Opens and secures bank premises at closing according to established procedures
• Balances branch teller statements
• Counts and balances vault and cash drawers accurately
• Processes daily and monthly reconcilements
• Follows banks policies and procedures as it relates to Audit Controls
• Assists with the training of new employees
• Follows the Customer Service Excellence Agreement and Sales Ethics Roadmap
• Updates customer demographic information on Core System
• Identifies customer needs and utilizes product knowledge to recommend solutions
• Answers incoming calls and responds to emails promptly
• Attends and actively participates in training/committees
• Performs other duties as assigned

Education and/or Experience:

• High school diploma or GED preferred
• Previous banking or customer service experience preferred
• Cash handling experience preferred

Specific Skills, Knowledge & Abilities:

• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions and decimals

Hiring Salary Range

The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate’s prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions. Hiring Salary Range: $18.50 - $21.00

Work Schedule:

This is a fulltime position. Hours vary between 7:30 a.m. to 5:45 p.m. Monday – Friday and at least two Saturdays per month from 8:30 a.m. to 12:30 p.m.

Benefits

• Group Health, Dental, and Vision Insurance
• Generous Paid Time Off (PTO)
• Volunteer Time Off (VTO)
• 401(k) plan with lucrative company match
• Tuition assistance
• Company Paid Life Insurance
• Paid Parental Leave
• Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
• Team Member Banking - a suite of products and services with special benefits for employees

Hybrid Eligibility:

Position will be onsite.

EQUAL OPPORTUNITY EMPLOYER

“PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”

Equal employment opportunity, including veterans and individuals with disabilities.