Financial Services Associate I

Posted Yesterday
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Davenport, IA, USA
In-Office
Junior
Financial Services
The Role
Processes customer banking transactions accurately and efficiently while following bank policies and procedures. Assists customers in person and by phone, builds strong relationships, promotes banking products and services, and initiates the HPG sales process. The role requires professionalism, organization, attention to detail, strong communication skills, schedule flexibility, and the ability to work at multiple banking centers.
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 work schedule
  • Satisfactory work performance record and adherence to bank policies and procedures
  • Post-high-school education
  • One year of banking or related experience
  • Strong oral communication, grammar, customer service, organization, attention to detail, and accuracy skills
  • Ability to work at all banking centers as needed
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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.

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