Retail Banking Associate: Grow Accounts & Services

VisionBank; Mitchellville (IA); On-site; USD 32,000 - 42,000; Full time

Job summary

VisionBank in Mitchellville, IA seeks a customer service-focused banking professional to open new accounts, process deposits, and cross-sell bank products. You will gather customer information, verify documents, and ensure security compliance while delivering friendly service.

The role emphasizes building relationships, handling IRA/HSA inquiries, and supporting branch operations with accuracy and efficiency. A high school diploma and some banking experience are preferred.

Qualifications

• High school diploma or GED required.
• Banking experience preferred (1+ year).
• Experience handling cash and processing banking transactions.

Responsibilities

• Opens new accounts and cross-sells additional retail products and services.
• Initiates discussion to determine customer needs.
• Sells additional products and services through cross-selling and portfolio development.
• Explains account options (ownership, IRA, savings, checking, CDs) to customers.
• Gathers and verifies required personal information from customers per procedures.
• Prepares and reviews new account paperwork with customers.

Skills

Customer service

Cross-selling

Cash handling

Account opening

Education

High school diploma or GED

Banking experience (preferred)

Job description

VisionBank in Mitchellville, IA seeks a customer service-focused banking professional to open new accounts, process deposits, and cross-sell bank products. You will gather customer information, verify documents, and ensure security compliance while delivering friendly service.

The role emphasizes building relationships, handling IRA/HSA inquiries, and supporting branch operations with accuracy and efficiency. A high school diploma and some banking experience are preferred.