Retail Banking Specialist: Accounts & Services

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

Job summary

VisionBank in Grimes, Iowa is seeking an Accounts Services professional to open new accounts, cross-sell bank products, and guide customers through banking options. You will gather and verify personal information, process deposits, and ensure security and accuracy in all transactions.

The role emphasizes customer service, product knowledge, and compliance with banking regulations, with opportunities to grow within the bank's retail team.

Qualifications

• Must have strong customer service and communication skills.
• Ability to assess customer needs and cross-sell bank products.
• Attention to accuracy when handling sensitive personal information.

Responsibilities

• Opens new accounts and cross-sells bank products.
• Discovers customer needs and recommends solutions.
• Explains account options and services to customers.
• Collects and verifies personal information and documentation.
• Processes deposits and verifies cash transactions.
• Maintains security and confidentiality of customer data.

Skills

Customer service

Cross-selling

Attention to detail

Education

High school diploma or GED

Tools

Spreadsheet software

Word processing software

Internet and email

Job description

VisionBank in Grimes, Iowa is seeking an Accounts Services professional to open new accounts, cross-sell bank products, and guide customers through banking options. You will gather and verify personal information, process deposits, and ensure security and accuracy in all transactions.

The role emphasizes customer service, product knowledge, and compliance with banking regulations, with opportunities to grow within the bank's retail team.