Financial Services Associate (Part-Time)

CBI Bank & Trust

Wilton (IA)

On-site

USD 32,000 - 46,000

Full time

12 days ago
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Job summary

CBI Bank & Trust in Wilton, IA is seeking a customer service representative/teller to process transactions, assist customers by phone and in-person, and build strong relationships. The role requires flexibility to float among banking centers and a willingness to learn banking products for sales opportunities.

Ideal candidates will have post high school education and at least one year in banking or related field.

Qualifications

  • Flexible work schedule required.
  • Satisfactory record of work performance and adherence to bank policies.
  • This position will float to all banking centers as needed.
  • Post high school education/one year in banking or related field preferred.

Responsibilities

  • 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.

Education

Post high school education / one year in banking or related field preferred

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
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.
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