Job Description
Job Description
Come join our team and become a BankIowan! We are currently looking for a Part-Time Client Servicing Teller.
Scheduling in the Buchanan County Offices, typically in Independence, may be scheduled as staffing needs warrant in the Buchanan County Market, this includes Jesup, Rowley and Lamont.
We offer a competitive salary, annual performance bonus, charity donation match, volunteering opportunities and many more employee perks!
Position Summary : Perform all assigned client service and operational functions as shown on the retail training checklist. Provide competent and courteous service to current and prospective clients
Primary Accountabilities and Responsibilities : (95%)
Accountability 1 : (60%) Clients Service
- 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 productsCommunicate effectively with colleagues in all departments to collaboratively provide an outstanding client serviceSolve client complaints to the client's satisfaction within BankIowa's guidelinesProcess client's transaction requests accurately in compliance with established Best PracticesUtilize telephone etiquette techniques to professionally handle clients callsComplete all specific client care duties as detailed on the CSR training checklistAccountability 2 : (35%)
Complete all Operational Duties as listed on the CSR training checklistContribute to maintaining the professional appearance of bank premises and work areasFollow 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 policyComprehend 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 OfficerSecondary Duties and Responsibilities : (5%)
Perform miscellaneous duties as requested by supervisor relating to the bank and its functions. Other duties may be assignedParticipate in client functions and community service events as a bank representativeEducation, Experience, and Other Requirements :
High School diplomaMust be bondablePhysical Environment :
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Performance of the job will include physical duties commensurate with a general office environment.The employee must occasionally lift and / or move up to ten pounds.
