First Security Bank & Trust · 21 hours ago
Retail Advisor
Rockford, IA
Full-time
Onsite
New Grad, Entry Level
0+ years expFirst Security Bank & Trust is seeking a Retail Advisor I to join their dedicated team. The role involves providing a full range of banking services with emphasis on personal financial needs and lending, while ensuring exceptional customer service.
BankingFinancial ServicesInsuranceWealth Management
Responsibilities
Provide prompt, efficient, and courteous customer service for each customer coming into the branch
Handle all customer transactions relating to any deposit product offered by the bank
Accurately maintain a cash drawer and vault in a manner consistent with bank policy
Participate in business development by identifying and offering bank services and making referrals on other appropriate bank products and services
Explain and promote products/services most appropriate for the customer's needs
Make calls to existing and potential customers to strengthen current customer relationships as well as develop new business
Understand the policies, procedures, and regulations of banking
Keep abreast of relevant governmental regulations, current industry matters, and any changes that occur
Open personal and business accounts and prepare all related documentation
Enter required data on system for accounts/services opened
Provide backup support to other branch offices as needed
Travel may be necessary to ensure adequate staff coverage is maintained during absences
Participate in bank-sponsored events as outlined in financial institution’s 'Community Events Program'
Provide administrative support to the Loan Officer when requested
Accept loan payments and process according to bank standards
Due to the nature of banking in small communities, responsibilities may include accepting and processing a variety of payments for local residents
Perform additional duties as they become assigned or apparent
Qualification
Required
High school diploma or equivalent required
6 months' cash handling experience, with responsibility for own cash drawer
Prior experience in a customer contact position required
Thorough knowledge of banking products and services
Understand basic financial concepts and terminology
Demonstrated ability to successfully work with customers and provide outstanding customer service contact on a regular basis
Ability to work in an environment with sensitive information, maintaining a high level of confidentiality at all times
Ability to follow guidelines and any bank related compliance or regulations
Excellent communication skills, both written and verbal
Demonstrated ability and willingness to work cooperatively in a team environment, with bank staff at all levels
Proficient in basic computer skills using Microsoft Office products
Ability to quickly learn and effectively utilize new technology
Strong organizational skills with ability to prioritize multiple tasks and work under pressure
Ability to stand for extended period of time
Ability to lift up to 50 pound bags of coin occasionally
Preferred
Previous sales experience preferred
Two years of experience in a bank setting is preferred
Company
First Security Bank & Trust
First Security Bank & Trust offers online banking, wealth management, insurance consultancy, investment planning, and financial services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Heidi Worrall, PHR
Chief Administrative Officer (CAO)
Recent News
24-7 Press Release Newswire
2025-10-28
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