Customer Experience & Banking Concierge

VISIONBank; Ames (IA); On-site; USD 21,000 - 29,000; Full time

Job summary

VISIONBank in Ames, IA is seeking a customer-focused Teller/Banking Associate to provide exceptional service on a multi-line phone system. You will open and maintain accounts, process deposits and transfers, and cross-sell bank products while ensuring security and accuracy.

You will handle inquiries, resolve issues, and coordinate with other departments to meet customer needs. The role requires two years of retail banking experience, strong communication skills, and proficiency with Microsoft

Qualifications

• High school diploma or GED required with two years of retail banking experience.
• Knowledge of customer service techniques and accuracy in handling personal information.
• Proficiency with a multi-line telephone system and standard office equipment.

Responsibilities

• Service accounts and cross-sell retail products and services.
• Initiate discussion to determine customer needs and provide solutions.
• Explain account options and assist with opening or updating accounts.
• Process deposits, withdrawals, check orders, and internet banking enrollments.
• Maintain security and verify customer information per procedures.
• Refer new business customers to other bank services.
• Respond to customer inquiries and research requests.
• Handle card disputes and process transactions accurately.
• Open/close branch duties and maintain records.

Skills

Customer service

Multi-line telephone system

Analytical skills

Problem solving

Organizational skills

Education

High school diploma or GED

Tools

Microsoft Office Suite

Job description

VISIONBank in Ames, IA is seeking a customer-focused Teller/Banking Associate to provide exceptional service on a multi-line phone system. You will open and maintain accounts, process deposits and transfers, and cross-sell bank products while ensuring security and accuracy.

You will handle inquiries, resolve issues, and coordinate with other departments to meet customer needs. The role requires two years of retail banking experience, strong communication skills, and proficiency with Microsoft