Financial Services Associate I

Posted 6 Days Ago
Be an Early Applicant
Muscatine, IA, USA
In-Office
Junior
Financial Services
The Role
Processes customer transactions accurately and efficiently while following bank policies and regulations. Assists customers in person and by phone, builds strong relationships, promotes banking products and services, and initiates the HPG sales process when appropriate. Requires flexibility to work across banking centers, professionalism, organization, attention to detail, and strong communication skills.
Summary Generated by Built In

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.   

Skills Required

  • Ability to work a flexible schedule
  • Satisfactory work performance and adherence to bank policies and procedures
  • Ability to float to all banking centers as needed
  • Post-high-school education or one year of experience in banking or a related field
  • Strong oral communication, grammar, organization, attention to detail, accuracy, professionalism, courtesy, listening, and customer relationship skills
  • Ability to offer banking products and services and initiate the HPG sales process
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
300 Employees
Year Founded: 1865

What We Do

CBI Bank & Trust is a community bank headquartered in Muscatine, Iowa, and a subsidiary of Central Bancshares, Inc. Tracing its roots to 1865, it serves approximately 50,000 consumers and businesses through 24 branches across Iowa, Illinois, and Wisconsin. With total assets exceeding $1.6 billion, the bank specializes in commercial and business banking, agricultural banking, retail and consumer banking including mortgage lending, and trust and investment services.

Similar Jobs

In-Office
Muscatine, IA, USA
300 Employees

Samsara Logo Samsara

Sales Operations Manager

Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Easy Apply
Remote or Hybrid
United States
4000 Employees
95K-144K Annually

Bestow Logo Bestow

Senior Data Analyst

Big Data • Fintech • Information Technology • Insurance • Software
Remote or Hybrid
US
160 Employees
115K-135K Annually

Squarespace Logo Squarespace

Senior Product Director, Client Engagement Group

Consumer Web • eCommerce • Marketing Tech • Payments • Software • Design • SEO
Remote or Hybrid
United States
1723 Employees
323K-435K Annually

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account