Bankers Trust · 1 day ago
Consumer Services Rep - Traveler
Bankers Trust is a community-focused financial institution that prides itself on creating a premier workplace. They are seeking a Consumer Services Representative to provide superior customer service, efficiently process transactions, and identify referral opportunities to promote bank products.
FinanceBankingFinancial ServicesWealth Management
Responsibilities
Will be involved in ordering, receiving, verifying, and distributing cash
Balances cash drawer daily, or more often as needed, including periodic batching of cashed checks
Scans and processes daily transactions (Branch capture)
Perform as a team member in allocating and coordinating the work flow
Ability to be responsible for bank opening/closing and opening/closing of the vault while following proper procedures
Admits customers to safe deposit boxes (most locations)
Identify relevant referral opportunities and make referrals to promote the bank’s product and services; consistently cross-sells bank products at every opportunity
Ability to train new employees and answer co-worker questions
Makes concentrated effort to solve customer problems and refers customers to a relationship banker/manager for issues that cannot be resolved at the teller line
Follows teller over/short policy
Accepts all retail and/or commercial deposits, and payments for loans; verifying cash and endorsements and giving customers their receipts
Identifies customers and cashes checks or refers customers to management for authorization to cash checks
Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded
Provides additional customer services and information including Cashier’s Checks, Savings Bonds, Stop Payments, and Certificates of Deposit
Promote and maintain positive relations with all contacts, customers and potential customers
Answer basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies
Comply with all department, company, and regulatory policies and procedures
Contribute to the fulfillment of department and company objectives and goals
Qualification
Required
High school diploma or equivalent
Strong communication skills
Strong customer relation skills
Ability to problem solve
Organizational skills
Relevant computer skills
Ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with Bank exposure to loss or fraud
Ability to work in a team environment
Honesty and integrity
Ability to work in a fast paced environment
Ability to work well under pressure
High degree of accuracy
Preferred
Some clerical, administrative, cash handling, sales or customer service experience
10-key
Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bailey Act, Regulation E and teller roles and responsibilities relating to each act
In-depth knowledge of all bank deposit products and policies
Basic knowledge of bank loan, trust, and investment center products
Benefits
Group Health, Dental, and Vision Insurance
Generous Paid Time Off (PTO)
Volunteer Time Off (VTO)
401(k) plan with lucrative company match
Tuition assistance
Company Paid Life Insurance
Paid Parental Leave
Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
Team Member Banking - a suite of products and services with special benefits for employees
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
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