Financial Services Associate I

CBI Bank & Trust; Kalona (IA); On-site; USD 32,000 - 45,000; Full time

Job summary

CBI Bank & Trust in Kalona, IA seeks a customer service-oriented associate to process transactions accurately and assist customers by phone and in person. The role requires flexibility to float to different banking centers and to engage customers with bank products.

The ideal candidate will build strong customer relationships, maintain professionalism, and contribute to sales processes when appropriate. This entry-level position offers exposure to banking operations across centers.

Qualifications

• 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.

Responsibilities

• 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.
• Will develop strong customer relationships.
• Be able to initiate the HPG sales process when asked about accounts.

Skills

Self-motivated

Customer relationships

Organized

Attention to detail

Oral communication

Active listening

Education

Post-high school education

Job 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. .

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.