New Account Representative

Iowa State; Le Mars (IA); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

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

Job summary

Iowa State Bank seeks a New Account Representative to deliver exceptional customer service, open and manage various bank accounts, and identify customer needs to recommend suitable products. The role emphasizes compliance and accurate processing of transactions while supporting sales goals.

Candidates should excel in communication, attention to detail, and teamwork, with availability for travel between branches as needed. This full-time position offers competitive health and retirement benefits.

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.

Responsibilities

• Greet customers and assess their needs.
• Open new deposit accounts and manage existing ones.
• Cross-sell products and refer to other bank areas as needed.
• Handle transactions: deposits, withdrawals, loan payments, check handling, cashier’s checks.
• Provide teller and customer service duties and balance cash daily.
• Travel to other branches if needed to cover duties.

Skills

Customer service

Communication

Detail-oriented

Team player

Independent work

Education

High school diploma or GED

Tools

Banking software

Job description

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