CBI Bank & Trust ยท 4 months ago
Financial Services Associate I
Beloit, WI
Full-time
Hybrid
Entry Level
1+ years expCBI Bank & Trust is seeking a Financial Services Associate I to process customer transactions and assist clients both over the phone and in-person. The role requires strong customer relationship skills and adherence to banking regulations.
Banking
Responsibilities
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
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
Qualification
Required
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
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
Preferred
Post high school education/one year in banking or related field preferred
Benefits
Medical, dental, and vision insurance
401(k) retirement plan
Generous paid time off
Employer-paid life insurance
Short-term and long-term disability coverage
Company
CBI Bank & Trust
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.
Founded in 1865Muscatine, Iowa, US
201-500 employeesFunding
Current Stage
Growth StageLeadership Team
Bob Howard
CEO & President
Doug Cheatham
Executive Vice President , Chief Financial Officer, & Treasurer
Company data provided by crunchbase