Customer Service Representative

Iowa State Bank; Sheldon (IA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health

Dental

Vision

Health Savings Account

Flex

401K with an Employer Match

Paid STD, LTD, and employee Life保险

Aflac

Paid Time Off

Volunteer Time Off

Parental Leave

Job summary

Iowa State Bank is seeking a Customer Service Representative in Sheldon, IA to be the friendly face for daily banking needs. You will assist customers with transactions, answer questions, resolve concerns, and connect them with banking solutions tailored to their goals.

This role emphasizes relationship-building through the team, opportunities to refer products, and delivering exceptional service at the drive-through and lobby.

Qualifications

• Handle customer transactions including deposits, withdrawals, loan payments, and cashing checks.
• Balance drawers daily and vault money with accuracy.
• Prepare statements and complete regulatory forms.
• Answer calls and assist customers, transferring when needed.

Responsibilities

• Assist customers with transactions and banking solutions.
• Identify referral opportunities and partner with team members to help customers.

Skills

Customer service

Cash handling

Banking operations

Job description

Description

As a Customer Service Representative, you'll be the friendly face of Iowa State Bank, helping customers with their day-to-day banking needs while delivering exceptional service that exceeds expectations. Every conversation is an opportunity to build relationships, solve problems, and introduce products and services that can help customers achieve their financial goals.

In this role, you'll assist customers with transactions, answer questions, resolve concerns, and connect them with banking solutions that fit their needs. You'll play a key role in our relationship-banking approach by identifying referral opportunities and partnering with other team members to help customers get the most from their banking experience.

Requirements

• -Handle customer transactions including but not limited to account deposits, withdrawals, loan payments, cashing checks, check deposit hold, cash advances, stop payments, gift cards, and issue Cashier’s Checks.
• - Buy and sell money to other tellers and vault
• - Balance drawers daily and vault money as needed with no errors
• - Complete regulatory reporting forms as needed
• - Answers telephone calls to assist customers with questions or requests and/or transfer calls to appropriate personnel
• - Prepare statements for mailing to customers
• - Perform teller duties within the Drive-Up Window and participate in the late-night rotation schedule.
• - May be asked to travel to other branch locations to assist in teller duties as needed to ensure adequate coverage.
• - Accepts other responsibilities as assigned to help embrace ISB’s values

Other Duties

• - Will have extensive contact with the public and conduct relationships in a manner that will enhance the overall professional image and marketing efforts of the agency and bank.
• - Participate in outside civic activities that enhance the agency, bank and personal growth.

Benefits to include

• Health
• Dental
• Vision
• Health Savings Account
• Flex
• 401K with an Employer Match
• Paid STD, LTD, and employee Life Insurance
• Aflac
• Paid Time Off
• Volunteer Time Off
• Parental Leave