Jobs · Finance · Iowa

Financial Services Associate (Part-Time)

CBI Bank & Trust · Wilton, IA · 1 wk ago
On-siteFinancePart-time

About the role

Process customer transactions in a timely, accurate manner while adhering to established Bank regulations, policies, and procedures. Assist customers both on the phone and in person.

Responsibilities

  • Offer banking products and services to prospects
  • Develop strong customer relationships
  • Initiate the HPG sales process when asked about accounts

Requirements

  • Self-motivated and detail-oriented with strong organizational skills
  • Good oral communication skills, proper grammar, and professional appearance
  • Pleasant, courteous, and a good listener
  • Ability to work a flexible work schedule and float to all banking centers as needed
  • Satisfactory record of work performance and adherence to all Bank Policies and Procedures

Qualifications

Post-high school education or one year of experience in banking or a related field preferred.

Similar jobs