Full Time Client Servicing Teller

3 months ago

Cedar Falls, United States BankIowa Full time
Job DescriptionJob Description

Come join our team and become a BankIowan We are currently looking for a Full-Time Client Servicing Teller.

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 products
  • Communicate effectively with colleagues in all departments to collaboratively provide an outstanding client service
  • Solve client complaints to the client's satisfaction within BankIowa's guidelines
  • Process client's transaction requests accurately in compliance with established Best Practices
  • Utilize telephone etiquette techniques to professionally handle clients calls
  • Complete all specific client care duties as detailed on the CSR training checklist

Accountability 2: (35%)

  • Complete all Operational Duties as listed on the CSR training checklist
  • Contribute to maintaining the professional appearance of bank premises and work areas
  • Follow 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 policy
  • Comprehend 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 Officer


Secondary Duties and Responsibilities: (5%)

  • Perform miscellaneous duties as requested by supervisor relating to the bank and its functions. Other duties may be assigned
  • Participate in client functions and community service events as a bank representative

Education, Experience, and Other Requirements:

  • High School diploma
  • Must be bondable

Physical 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.

BankIowa is an Affirmative Action/Equal Opportunity Employer.

Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability or veteran status.

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