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Financial Services Associate I

CBI Bank & Trust
Posted 4 days ago, valid for 21 days
Location

Wilton, IA, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • The position involves processing customer transactions accurately and in accordance with Bank regulations and policies.
  • Candidates must be self-motivated, organized, and possess strong communication skills to develop customer relationships.
  • A flexible work schedule is required, and the role will float to various banking centers as needed.
  • Preferred qualifications include post-high school education and at least one year of experience in banking or a related field.
  • The salary for this position is not specified in the job description.

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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