Flexible Banking Specialist

Firstiowa; Waverly (IA); Hybrid; USD 32,000 - 42,000; Full time

Job summary

First Bank is seeking a Flexible Transaction Banker to interact with customers daily, delivering exceptional service and accurately processing account transactions. The role emphasizes relationship-building, product knowledge, and compliance with banking regulations while supporting branches in Cedar Falls, Plainfield, or Waverly.

Hours vary by need with a flexible schedule; availability is required for key morning, Friday, and Saturday windows.

Qualifications

• Customer service mindset and ability to handle monetary transactions per customers' needs.
• Ability to balance cash and ensure accuracy in all transactions.
• Willingness to refer customers to bank products and work within a team.

Responsibilities

• Process monetary transactions for customers, such as cashing monetary instruments, making deposits, withdrawals, and payments for mortgages, consumer loans, etc.
• Create official checks, etc.
• Scan transactions into system for processing
• Provide timely, courteous and professional customer service
• Build appropriate relationships with customers to better understand their banking needs
• Responsible for having an in depth understanding of transactional processes and retail bank products
• Assist customers with resolution of account concerns and issues
• Promptly and cheerfully answer phone calls and greet in a professional manner.
• Accurately process transactions evidenced by balancing daily
• Ensure assigned cash drawer is kept secure at all times
• Keep cash drawer within assigned drawer limits
• Balance ATM, vault, etc. as assigned
• Responsible for having at minimum a general understanding of all products the bank offers and presenting bank products as solutions to customers
• Support the overall sales effort by referring customer to others within the bank for financial solutions
• Participate in retail product campaigns the bank initiates
• Work as one collective bank team and assist in other departments as needed
• Understand and comply with the related laws and compliance regulations that pertain to the position including but not limited to bank secrecy act, confidentiality, privacy, and funds availability policy
• Complete training as needed or required
• Other duties as assigned

Job description

First Bank is seeking a Flexible Transaction Banker to interact with customers daily, delivering exceptional service and accurately processing account transactions. The role emphasizes relationship-building, product knowledge, and compliance with banking regulations while supporting branches in Cedar Falls, Plainfield, or Waverly.

Hours vary by need with a flexible schedule; availability is required for key morning, Friday, and Saturday windows.