Receptionist / Administrative Assistant - BT Ankeny

Bankers Trust Company; Ankeny (IA); On-site; USD 29,000 - 32,000; Part time

Job summary

Bankers Trust Company in Ankeny, IA is seeking a friendly Retail Receptionist/Admin. Assistant to greet clients, answer phones, and direct inquiries to the right staff. The role supports branch operations and may back up CSR duties when needed.

Responsibilities include maintaining a secure reception area, handling mail, processing basic transactions, and coordinating scheduling and meeting logistics. The position offers weekend rotation and part-time hours, with a focus on exceptional customer

Qualifications

• High school diploma or GED required or preferred.
• At least one year in a customer-service environment required.
• Notary Public required or must obtain within 60 days of hire.
• Experience scheduling meetings and updating calendars desirable.
• Prior receptionist/office experience preferred.

Responsibilities

• Greet clients and visitors, directing them to the appropriate staff.
• Answer phones, take messages, and sort/distribute mail.
• Maintain security and monitor logs, issue visitor badges.
• Assist with branch reports, audits, and month-end tasks.
• Support CSR and Call Center back-up as needed.
• Process deposits, withdrawals, and other customer transactions as backup.

Skills

Customer service

Communication

Teamwork

Problem solving

Attention to detail

Schedule flexibility

Education

High school diploma or GED

Notary Public (within 60 days)

Experience scheduling meetings

Job description

There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in class results through our biennial employee engagement survey. We’re also proud to receive recognition from others, including our designation as a “Best Place for Working Parents®,” being a four-time recipient of the Greater Des Moines Partnership’s Inclusion Award, and being named one of the “Best Businesses Supporting Local Charity” by readers of the Business Record.

Job Summary

The Retail Receptionist/Admin. Assistant provides support to a Retail branch and, to a lesser degree, the department(s) located within the branch (if any). The position is responsible for greeting clients and visitors to the branch, determining what the visitors' needs are, and directing them to the appropriate employees to conduct their business. This position will also answer phones, take messages, and sort/distribute mail for the branch. The Retail Receptionist/Admin. Assistant may also work as a Consumer Services Rep (CSR) or serve as a back-up to our Call Center when needed. Specific job duties could vary slightly per branch location, along with Saturday morning work rotation.

Primary Functions and/or Responsibilities

• Welcomes visitors by greeting them, in person or on the telephone, and answering or referring inquiries to appropriate personnel
• Maintains security by following procedures, monitoring logs, issuing visitor badges, assisting with dual control, assisting with QBIC, and completing annual compliance tests
• Directs visitors to the correct area by maintaining an understanding of the bank's different divisions, products and services
• Identifies needs and utilizes product knowledge to recommend product solutions to the client; quote interest rates/APY on CDs and offer referrals to the investment team
• Maintains a safe and clean reception area by complying with procedures, rules and regulations; monitor and dispose of shred in the safe deposit box and lobby
• Performs daily tasks efficiently and courteously, which includes preparing client check orders, sorting and distributing mail, processing address and phone number changes, issuing debit and gift cards, notarizing documents, printing statements, assisting with branch capture, verifying account balances, processing returned mail, and maintaining logs
• Assists with duties related to safe deposit boxes, such as closing boxes, completing audits, following up on past due boxes, following procedures for tagging, and drilling boxes
• Assists team members in allocating and coordinating workflow
• Assists with troubleshooting mobile and internet banking questions from customers
• Assists customers with transactional disputes on ACH, debit cards or credit cards
• Follows the Customer Service Excellence Agreement and Sales Ethics Roadmap
• Orders and monitors supplies, reviews invoices for discrepancies and forwards to Accounts Payable, reports mechanical service issues and works with vendor appointments
• Contributes to the team effort by accomplishing related results as needed and prioritizing work to meet deadlines
• Pulls Branch reports from Currency and identifies action steps required and notifies bankers
• Executes branch events for customers and other projects as requested by manager, including assistance with RFP packets
• Prepares correspondence and memos, keeps lobby materials stocked and organizes bulletin board, prints and distributes updated CD rates, and ensures branch announcements/notices are accurate
• Assists with materials for various committee and board meetings, schedules meetings as requested & follows up with Outlook calendar reminders and/or phone calls, and manages conference room schedule
• Assists with schedules and lunch schedules to ensure coverage
• Cleans & refills coffee machine, ensures lobby doors are open on time and lobby is ready for traffic including turning on TV/Visix
• Assists with month end reporting and audits such as reviewing logs, sending signature medallion log, and foreign currency
• Acts as backup for CSR platform by handling the following customer transactions efficiently: cashing checks, accepting deposits, processing withdrawals, transfers, loan payments, cashier's checks, performing cash advances, and assisting with branch capture, etc.
• Acts as a backup to our Customer Service Call Center by taking calls, answering questions, fielding inquiries, and transferring calls to correct department
• Provides support to the other departments in the Branch (if applicable) by greeting their customers, signing for and distributing Fed Ex & UPS packages, signing for abstracts & other documents, and some filing duties
• Performs other duties as assigned

Education and/or Experience

• High school diploma or GED preferred
• Additional specific education, certifications, or experience preferred/required:
• At least one year of experience in a customer service-oriented environment required
• Notary Public required or must obtained within 60 days of hire
• Experience scheduling meetings & updating calendars desired
• Prior experience as a receptionist or in an office environment preferred

Specific Skills, Knowledge & Abilities

• Able to contribute positively as part of a team, helping out with various tasks as required
• Knowledge of bank deposit products and policies or related financial experience is preferred
• Basic knowledge of digital banking, bank loan, trust and investment products is preferred
• Ability to deal effectively with customers and employees at all levels of the bank organization
• Demonstrated sales abilities
• Account balancing skills
• Flexibility regarding scheduling
• Friendly, professional demeanor with strong customer relationship building skills
• Ability to handle confrontational situations professionally and work well under pressure
• Ability to make quick decisions regarding transactions, weighing service satisfaction with Bank risk
• Ability to be cohesive and work in a team environment
• Ability to use electronic resources

Work Schedule

This is a Part-time position averaging 36-38 hours per week. Hours may vary Monday - Friday 7:30 a.m. to 5:45 p.m. and 8:30 a.m. to 12:30 p.m. every other Saturday.

Hiring Salary Range

The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate’s prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions. $21.00 - $23.50 plus bonus.

Benefits

• Group Health, Dental, and Vision Insurance
• Generous Paid Time Off (PTO)
• Volunteer Time Off (VTO)
• 401(k) plan with lucrative company match
• Tuition assistance
• Company Paid Life Insurance
• Paid Parental Leave
• Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
• Team Member Banking - a suite of products and services with special benefits for employees

Hybrid Eligibility

Position will be onsite.

PROTECTED VETERANS AND INDIVIDUAL WITH DISABILITY

Equal employment opportunity, including veterans and individuals with disabilities.