Bankers Trust · 1 month ago
Consumer Services Rep - Altoona
Bankers Trust is an inclusive and community-focused banking institution. The Consumer Services Representative (CSR) plays a vital role in customer interaction by processing transactions and providing information on products and services to meet customer needs.
BankingFinancial ServicesWealth Management
Responsibilities
Processes customer transactions and requests, including but not limited to: deposits, withdrawals, check cashing, payments, safe box entries, address changes, debit and gift card requests
Balances cash drawer and abides by established cash limit
Opens and secures bank premises at closing according to established procedures
Balances branch teller statements
Counts and balances vault and cash drawers accurately
Processes daily and monthly reconcilements
Follows banks policies and procedures as it relates to Audit Controls
Assists with the training of new employees
Follows the Customer Service Excellence Agreement and Sales Ethics Roadmap
Updates customer demographic information on Core System
Identifies customer needs and utilizes product knowledge to recommend solutions
Answers incoming calls and responds to emails promptly
Attends and actively participates in training/committees
Performs other duties as assigned
Qualification
Required
High school diploma or equivalent
Strong attention to detail
Data entry - speed and accuracy
Strong math skills
Strong customer service skills
Analytical and problem solving skills
Strong organizational and planning skills
Ability to multi-task
Excellent communication skills (written and/or oral)
Excellent listening and interpersonal skills
Preferred
Previous banking or customer service experience
Cash handling experience
Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
Benefits
Annual bonus program
Incentives
Commissions
Company
Bankers Trust
Bankers Trust Company provides banking products and services to businesses and individuals in Iowa.
Funding
Current Stage
Late StageLeadership Team
Recent News
CITYVIEW
2025-11-05
Corridor Business Journal
2025-09-27
Company data provided by crunchbase