Financial Services Associate I

CBI Bank & Trust

Posted 2 days ago, valid for 18 days

Coralville, IA, US

Competitive

Full Time

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Sonic Summary

The position involves processing customer transactions accurately and in a timely manner while adhering to bank regulations and policies.
Candidates should be self-motivated and capable of developing strong customer relationships, both over the phone and in person.
The role requires strong organizational skills, attention to detail, and good oral communication, with a professional demeanor.
A flexible work schedule is necessary, and candidates should have a satisfactory work performance record and adherence to bank policies.
Preferred qualifications include post-high school education and at least one year of experience in banking or a related field, with a salary range of $35,000 to $45,000.

Description

GENERAL DESCRIPTION:

Will process customer transactions in a timely, accurate manner, adhering to established Bank regulations, policies and procedures. Will assist customers on the phone and in person. .

KEY ACCOUNTABILITIES:

Candidate must be self-motivated with the ability to offer our banking products and services to prospects
Candidate will possess the ability to develop strong customer relationships.
Must be organized, detail-oriented and accurate; possess good oral communications skills and grammar; be professional in appearance, pleasant, courteous, and a good listener.
Be able to initiate the HPG sales process when asked about accounts

Requirements

Skills/education/experience required:

Must have the ability to work a flexible work schedule.
Must have a satisfactory record of work performance and adherence to all Bank Policies and Procedures.
This position will float to all banking centers as needed.
Post high school education/one year in banking or related field preferred.

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