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BankIowa · 1 week ago

Client Servicing Teller

330 East 4th Street, Waterloo, IA, USA

Full-time

Onsite

New Grad, Entry Level

$15.10/hr - $16.10/hr

BankIowa is a consumer banking institution seeking a Client Servicing Teller to perform client service and operational functions. The role involves providing courteous service to clients, assisting with banking products, and ensuring compliance with bank policies and procedures.

E-CommerceFinancial Services

Growth Opportunities

Responsibilities

Greet clients by name in a friendly, courteous and professional manner

Maintain confidentiality of customer and bank information

Understand Personal and Business Deposit bank products and services to readily answer basic account questions to assist bank customers

Communicate effectively with clients to identify needs and then utilize skills and tools to refer clients to the appropriate personnel for deposit accounts, loans, investments, insurance and cash management services

Assist clients with digital and e Banking products including telebanking, online banking and mobile banking products

Process wires

Communicate effectively with colleagues in all departments to collaboratively provide an outstanding client service

Solve client complaints to the client's satisfaction within BankIowa's guidelines

Process client's transaction requests accurately in compliance with established Best Practices

Utilize telephone etiquette techniques to professionally handle clients calls

Complete all specific client care duties as detailed on the CST training checklist

Respond to customer fraud issues following card procedures and ID Theft procedures

May be scheduled at another branch within the market as staffing needs warrant

Complete all Operational Duties as listed on the CST training checklist

Contribute to maintaining the professional appearance of bank premises and work areas

Follow bank policies and procedures for compliance relative to the functions of the position. Employee will also be responsible for completing applicable annual compliance training as required by compliance laws, regulations and bank policy

Comprehend and comply with all pertinent Bank Secrecy/OFAC/CIP policies and procedures. Complete annual training. Maintain awareness of customer expected and unexpected transaction habits. Report all anomalies to Bank Secrecy Act Officer

Perform miscellaneous duties as requested by supervisor relating to the bank and its functions. Other duties may be assigned

Participate in client functions and community service events as a bank representative