Customer-Centric Retail Banking Specialist

VisionBank; Clive (IA); On-site; USD 32,000 - 42,000; Full time

Job summary

VisionBank in Iowa is seeking a Customer Service/Account Specialist to open accounts, cross-sell bank products, and guide customers through various account options such as savings, checking, IRA, CDs, and retirement plans.

You will collect and verify personal information, ensure security, process deposits, and support new and existing customers while staying compliant with banking regulations. A strong focus on customer service and sales is essential.

Qualifications

• High school diploma or GED.
• Prefer at least one year of banking experience.

Responsibilities

• Opens new accounts and cross-sells additional retail products and services.
• Initiates discussion to determine customer needs.
• Sells additional products and services through cross-selling, portfolio development and focusing on the customer’s needs.
• Gathers, inputs, and verifies required personal information from customers, such as name, address, date of birth, employment information, social security number, etc., according to established procedures while maintaining the highest level of security
• Prepares and reviews new account paperwork with customer.
• Verifies annual retirement account reports to customers. Processes IRA distributions and verifies coding of accounts.

Skills

Customer service

Cross-selling

Communication skills

Attention to detail

Problem solving

Education

High school diploma or GED

Tools

Spreadsheet software

Word Processing software

Internet

Email

Job description

VisionBank in Iowa is seeking a Customer Service/Account Specialist to open accounts, cross-sell bank products, and guide customers through various account options such as savings, checking, IRA, CDs, and retirement plans.

You will collect and verify personal information, ensure security, process deposits, and support new and existing customers while staying compliant with banking regulations. A strong focus on customer service and sales is essential.