CBI Bank & Trust · 15 hours ago
Client Services Associate I
Moline,IL,US
Full-time
Onsite
Entry Level
2+ years expCBI Bank & Trust is focused on providing exceptional customer service and support. The Client Services Associate I role involves reviewing reports for accuracy, processing transactions, and assisting customers with their financial needs while providing support to internal staff.
Banking
Responsibilities
Reviewing reports for accuracy; processing and balancing various transactions
Verification and check-back of work performed by others; completing maintenance, research, disputes, payment decisions, returns, etc
Assists with the majority of incoming customer calls – providing customers with exceptional customer service, as well as answers and solutions to their questions and financial needs
Resource for internal customers – providing support and answers to employees as they assist their external customers
Performs corrections as needed for end of year tax records
Provides support for the Banks debit card program
Reviews end of the year deposit tax notices prior to mailing and assists customers with questions on their deposit tax notices
Communicates with the department managers and appropriate staff personnel to bring awareness to any concerns, trends, customer issues, etc. that need to be discussed, researched and explored
Qualification
Required
Must have exceptional oral, written, and interpersonal communication skills
Ability to apply common sense to carry out instructions, understand procedures, write correspondence, and speak clearly to customers and employees
Possess a working knowledge of Microsoft Word and Excel
Must be self-motivated, a good problem solver and detail oriented
Associate's degree (AA) or equivalent from a two-year college or technical school; or two or more years of related experience and/or training; or the equivalent combination of education and experience preferred
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
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