Financial Services Associate I

CBI Bank & Trust; Muscatine (IA); On-site; USD 32,000 - 42,000; Full time

Job summary

CBI Bank & Trust in Muscatine, IA is seeking a frontline teller who will process customer transactions accurately and in line with bank policies. You will assist customers in person and over the phone, helping them with routine banking needs and cross-selling services.

The role requires strong listening and communication, attention to detail, and the ability to float between centers as needed. A post-secondary education or banking-related coursework is preferred.

Qualifications

• Must be able to work a flexible work schedule.
• Satisfactory record of work performance and adherence to Bank policies.
• Floating 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.
• Assist customers on the phone and in person.
• Develop strong customer relationships.
• Initiate the HPG sales process when asked about accounts.

Skills

Customer service

Sales orientation

Communication skills

Attention to detail

Education

Post high school education or banking-related coursework

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.