Financial Services Associate I jobs in United States
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CBI Bank & Trust · 2 weeks ago

Financial Services Associate I

CBI Bank & Trust is a financial institution seeking a Financial Services Associate I to process customer transactions and assist clients both over the phone and in person. The role requires developing strong customer relationships and adhering to bank regulations and policies.

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

Customer serviceDetail-orientedProfessional appearanceListening skillsOral communication

Required

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
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

Preferred

Post high school education/one year in banking or related field preferred

Benefits

Paid Time Off
401(k)
Employee Assistance Program
Medical
Dental
Vision
On the job training opportunities

Company

CBI Bank & Trust

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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.

Funding

Current Stage
Growth Stage

Leadership Team

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Bob Howard
CEO & President
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Doug Cheatham
Executive Vice President , Chief Financial Officer, & Treasurer
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Company data provided by crunchbase