Financial Services Associate I

CBI Bank & Trust; Davenport (IA); On-site; USD 21,000 - 28,000; Full time

Job summary

CBI Bank & Trust in Davenport, IA seeks a customer service-driven associate to process transactions, assist customers in person and by phone, and promote banking products. You will be expected to build lasting relationships while adhering to bank policies and maintaining accuracy and professionalism.

Applicants should be flexible, organized, and detail-oriented, with good communication and active listening skills, and be willing to float to all banking centers as needed.

Qualifications

• Flexible work schedule is required.
• Strong performance history and adherence to bank policies.
• Floating to all banking centers as needed.
• Post high school education or banking-related coursework preferred.

Responsibilities

• Self-motivated to offer banking products and services to prospects.
• Develop strong customer relationships.
• Be organized, detail-oriented, accurate; professional in appearance and communication.
• Initiate the sales process when opportunities arise about accounts.

Skills

Self-motivated

Relationship building

Organized

Attention to detail

Communication skills

Active listening

Sales process initiation

Education

Post high school education

Banking or related field preferred

Job description

Description

GENERAL DESCRIPTION:

Will process customer transactions in a timely, accurate manner, adhering to established Bank regulations, policies and procedures. Will assist customers on the phone and in person. .

KEY ACCOUNTABILITIES:

• Candidate must be self-motivated with the ability to offer our banking products and services to prospects
• Candidate will possess the ability to develop strong customer relationships.
• Must be organized, detail-oriented and accurate; possess good oral communications skills and grammar; be professional in appearance, pleasant, courteous, and a good listener.
• Be able to initiate the HPG sales process when asked about accounts

Requirements

Skills/education/experience required:

• Must have the ability to work a flexible work schedule.
• Must have a satisfactory record of work performance and adherence to all Bank Policies and Procedures.
• This position will float to all banking centers as needed.
• Post high school education/one year in banking or related field preferred.