New Account Representative

Iowa State Bank; Le Mars (IA); Presencial; USD 36.000 - 48.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Insurance

Dental Insurance

Vision Insurance

401(k) with Employer match

Paid STD, LTD, and Life Insurance

Paid Time Off

Volunteer Time Off

Parental Leave

Holiday Pay

Descripción de la vacante

Iowa State Bank in Sheldon is seeking a New Account Representative to deliver exceptional customer service and assist customers with opening and managing bank accounts. You will identify customer needs and recommend suitable products while ensuring compliance and accuracy in every transaction.

Daily duties include opening deposit accounts, handling teller transactions, answering inquiries, and cross-selling services.

Formación

• Strong customer service and communication skills.
• Proficiency with software and computer systems.
• Excellent attention to detail and organizational skills.
• Ability to work independently and as part of a team.

Responsabilidades

• Greet customers and assess needs to provide exceptional service.
• Answer questions regarding bank products and services.
• Open new deposit accounts.
• Manage customer portfolios and cross-sell suitable products.
• Refer customers to other bank areas when appropriate.
• Resolve complex customer inquiries promptly and accurately.
• Perform teller duties and handle routine transactions.
• Balance and proof bank transactions; assist with bookkeeping as needed.
• May travel to other branches to provide coverage.

Conocimientos

Customer service

Communication

Attention to detail

Teamwork

Herramientas

Software proficiency

Descripción del empleo

Description

At Iowa State Bank, our New Account Rep is responsible for providing exceptional customer service while assisting customers with opening and managing various bank accounts, identify customer needs to recommend suitable products and services, and ensure a positive banking experience while adhering to compliance and regulatory guidelines.

Requirements

• Provides exceptional customer service by greeting customers and assessing customer needs.


• Answer questions regarding Bank products and services.


• Opens new deposit accounts


• Manages customer portfolio, services relationships and cross sells appropriate products and services to meet customer needs, assuring customer satisfaction, and achieving personal and retail sales goals


• Makes appropriate customer referrals to other Bank functional areas


• Effectively handles more complex customer problems and inquiries as well as ensuring that resolution and follow-up are completed in an accurate and timely matter


• Daily account maintenance with no or limited errors


• Handle customer transactions including but not limited to: account deposits, withdrawals, loan payments, cashing checks, check deposit hold, cash advances, stop payments, gift cards, and issue Cashier’s Checks


• Answers telephone calls to assist customers with questions or requests


• Perform teller duties(customer service rep)


• Perform bookkeeping functions including proofing, balancing, and processing of checks and bank tickets


• May be asked to travel to other branch locations to assist in new account duties as needed to ensure adequate coverage

Qualifications:

• Strong customer service and communication skills


• Proficiency with software and computer systems


• Excellent attention to detail and organizational skills


• Ability to work independently and as part of a team
  
• Live in or involved in the Sheldon market

Full Time Benefits to include:

• Health Insurance


• Dental Insurance


• Vision Insurance


• 401(k) with Employer match


• Paid STD, LTD, and Life Insurance


• Paid Time Off


• Volunteer Time Off


• Parental Leave


• Holiday Pay