Retail Banking Advisor & Cross-Sell Specialist

VisionBank; Iowa; On-site; USD 32,000 - 46,000; Part time

Job summary

VisionBank in Iowa is seeking a customer service oriented professional to open new accounts, cross-sell bank products, and guide customers through account options and services while achieving branch goals.

You will verify personal information, process deposits, handle IRA and HSA activities, and ensure accuracy, security, and regulatory compliance while collaborating with colleagues to deliver outstanding banking experiences.

Qualifications

• High school diploma or GED required.
• Preferred banking experience is a plus.
• Ability to handle sensitive customer information securely.

Responsibilities

• Opens new accounts and cross-sells retail products.
• Discusses customer needs and recommends bank services.
• Processes deposits, withdrawals, and other transactions.
• Prepares account paperwork and verifies customer information.
• Manages IRA/HSA accounts and related inquiries.

Skills

Customer service

Cross-selling

Cash handling

Account opening

Data entry

Education

High school diploma or GED

Tools

Computer skills

Microsoft Office

Job description

VisionBank in Iowa is seeking a customer service oriented professional to open new accounts, cross-sell bank products, and guide customers through account options and services while achieving branch goals.

You will verify personal information, process deposits, handle IRA and HSA activities, and ensure accuracy, security, and regulatory compliance while collaborating with colleagues to deliver outstanding banking experiences.