Customer-Focused Retail Banker

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

Job summary

VisionBank seeks a customer-focused Banking Associate to open new accounts, discuss customer needs, and process deposits with accuracy and security. You will cross-sell appropriate retail products, provide information on IRA and HSA options, and refer customers to appropriate specialists as needed.

The role emphasizes service excellence, compliance with banking policies, and teamwork within branches to meet performance goals.

Qualifications

• High school diploma or GED is required.
• Strong customer service and communication skills preferred.
• Ability to explain banking products and cross-sell where appropriate.

Responsibilities

• Opens new accounts and cross-sells banking products.
• Determines customer needs and discusses suitable options.
• Processes deposits, verifies information, and maintains security.
• Handles IRA/HSA inquiries and transactions where applicable.
• Maintains knowledge of bank products and services to refer customers.

Skills

Customer Service

Cross-selling

Problem Solving

Communication

Education

High school diploma or GED

Job description

VisionBank seeks a customer-focused Banking Associate to open new accounts, discuss customer needs, and process deposits with accuracy and security. You will cross-sell appropriate retail products, provide information on IRA and HSA options, and refer customers to appropriate specialists as needed.

The role emphasizes service excellence, compliance with banking policies, and teamwork within branches to meet performance goals.