Retail Banking Specialist — Build Relationships

VisionBank; Boone (IA); On-site; USD 32,000 - 46,000; Full time

Job summary

VisionBank in Boone, IA is seeking a Customer Service Representative to open accounts, cross-sell products, and assist customers with daily banking. You will handle account information, deposits, and inquiries, ensuring accuracy and security.

The role emphasizes strong communication, attention to detail, and adherence to banking regulations. Experience in retail banking is preferred, and the position offers stable full-time hours in a community bank.

Qualifications

• Requires high school diploma or GED; banking experience preferred.
• Ability to collect and verify customer personal information.
• Strong cash handling and document processing skills.

Responsibilities

• Opens new accounts and cross-sells retail products.
• Initiates discussion to determine customer needs.
• Sells additional products and services through cross-selling and portfolio development.
• Explains account options such as ownership, IRA, savings, CDs, and checking programs.
• Gathers and verifies required personal information from customers.
• Prepares and reviews new account paperwork with customers.
• Receives and processes initial deposits for new accounts and verifies cash transactions.
• Refers new business customers to Commercial Relationship Banker for additional services.
• Maintains knowledge of products and services and cross-sells as appropriate.
• Maintains security and adheres to banking regulations.

Skills

Customer service

Cross-selling

Attention to detail

Education

High school diploma or GED

Job description

VisionBank in Boone, IA is seeking a Customer Service Representative to open accounts, cross-sell products, and assist customers with daily banking. You will handle account information, deposits, and inquiries, ensuring accuracy and security.

The role emphasizes strong communication, attention to detail, and adherence to banking regulations. Experience in retail banking is preferred, and the position offers stable full-time hours in a community bank.