Financial Services Associate (Part-Time)
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CBI Bank & Trust
Wilton, IA, US
Summary
Process customer transactions accurately while adhering to bank regulations and policies. Assist customers both in person and over the phone while promoting banking products and services.
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.
CBI Bank & Trust, based in Muscatine, Iowa, serves approximately 50,000 consumers and businesses through 24 branches, with locations in Bettendorf, Buffalo, Coralville, Davenport, Kalona, Muscatine, Walcott, Washington, and Wilton in Iowa, and Brimfield, Buffalo Prairie, Galesburg, Joy, Moline, Monmouth, Peoria, and Roscoe in Illinois, and Beloit, Wisconsin. Total bank assets exceed $1.6 billion. In terms of size, this makes CBI Bank & Trust one of the largest locally based banks in our market area and places the bank in the top 10-15% of Iowa banks. In addition, the bank’s Trust and Investment divisions manage combined client assets of over $1.4 billion. Specific areas of expertise include Commercial/Business Banking, Ag Banking, Trust and Investments, and Retail/Consumer Banking including mortgage lending.
Company size
201-500 employees
Industry
Banking
Org type
Privately Held
Headquarters
Muscatine, Iowa
CBI Bank & Trust, based in Muscatine, Iowa, serves approximately 50,000 consumers and businesses through 24 branches, with locations in Bettendorf, Buffalo, Coralville, Davenport, Kalona, Muscatine, Walcott, Washington, and Wilton in Iowa, and Brimfield, Buffalo Prairie, Galesburg, Joy, Moline, Monmouth, Peoria, and Roscoe in Illinois, and Beloit, Wisconsin. Total bank assets exceed $1.6 billion. In terms of size, this makes CBI Bank & Trust one of the largest locally based banks in our market area and places the bank in the top 10-15% of Iowa banks. In addition, the bank’s Trust and Investment divisions manage combined client assets of over $1.4 billion. Specific areas of expertise include Commercial/Business Banking, Ag Banking, Trust and Investments, and Retail/Consumer Banking including mortgage lending.
Company size
201-500 employees
Industry
Banking
Org type
Privately Held
Headquarters
Muscatine, Iowa
