Flexible Transaction Banker

Firstiowa; Cedar Falls (IA); Hybrid; USD 22,000 - 33,000; Full time

Benefits offered by this job

Flexible schedule

On-site locations

Job summary

First Bank is seeking a Flexible Transaction Banker to provide exceptional service and accurately complete transactions for customers across our Cedar Falls, Plainfield, or Waverly locations. The role offers a flexible schedule with specific daily hours constraints and a focus on building customer relationships and banking product knowledge.

Responsibilities include processing transactions, cash handling, referrals, and maintaining compliant, courteous service.

Qualifications

• Excellent customer service skills and ability to handle monetary transactions.
• Ability to balance cash drawer and handle cash securely.
• Willingness to work flexible hours, including mornings, Fridays, and Saturdays.

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.
• Balance cash drawer and related duties as part of cash handling
• Promote bank products as solutions and refer customers accordingly
• Collaborate with team to support store-wide sales efforts

Skills

Customer service

Cash handling

Referrals & cross-selling

Team collaboration

Job description

Do you enjoy getting to know new people and having conversations? Then becoming a Flexible Transaction Banker with First Bank would be a great fit for you! As a Flexible Transaction Banker, you will interact with customers each day providing exceptional service and accurately completing transactions on their accounts. You will build relationships with our customers to better understand their needs and offer services that fit their needs.

Hours for this position vary based on need and availability. Since it is a flexible position, we may be able to accommodate unavailability on certain days and work around other commitments, however, availability to work 8am-5pm on Mondays, 8am-5pm on Fridays, and 8:15am-11am on Saturdays is required. This position may work at our Cedar Falls, Plainfield, or Waverly locations.

Customer Service

• 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.

Cash Handling

• 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

Referrals

• 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

Other

• 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

EOE, including disability/vets