Jobs · Finance · Iowa

Financial Services Associate I

CBI Bank & Trust · Muscatine, IA · 1 mo ago
On-siteFinanceFull-time

About the role

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.

Responsibilities

  • Offer banking products and services to prospects
  • Develop strong customer relationships
  • Be organized, detail-oriented and accurate
  • Possess good oral communication skills and grammar
  • Maintain professional appearance, be pleasant, courteous, and a good listener
  • Initiate the HPG sales process when asked about accounts

Requirements

  • Ability to work a flexible work schedule
  • Satisfactory record of work performance and adherence to all Bank Policies and Procedures
  • Willingness to float to all banking centers as needed
  • Post‑high school education; one year of banking or related field preferred

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