Financial Services Associate I

CBI Bank & Trust; Washington (IA); On-site; USD 34,000 - 52,000; Full time

Job summary

CBI Bank & Trust is seeking a customer-service oriented associate to process transactions accurately and assist customers in person or by phone. The role requires flexibility and the ability to float to banking centers as needed.

You will focus on building customer relationships, following bank policies, and supporting sales when appropriate, while maintaining professional appearance and communication with clients.

Qualifications

• Flexible work schedule.
• Satisfactory work record and adherence to bank policies.
• This position will float to all banking centers as needed.

Responsibilities

• Will process customer transactions in a timely, accurate manner and adhere to bank regulations and procedures.
• Assist customers on the phone and in person.
• Will float to all banking centers as needed to cover schedules.

Skills

Self-motivation

Customer relationships

Organized

Attention to detail

Effective communication

Education

Post high school education or related banking training

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.