Financial Operations Coordinator

1 week ago


Muscatine, United States CBI Bank & Trust Full time
Job Summary

CBI Bank & Trust is seeking a highly skilled Client Services Associate to join our team. As a Client Services Associate, you will play a critical role in providing exceptional customer service and support to our clients.

Key Responsibilities
  • Review and process financial transactions to ensure accuracy and completeness.
  • Verify and validate work performed by colleagues, and complete maintenance, research, and dispute resolution tasks as needed.
  • Provide top-notch customer service to clients via phone, email, and in-person interactions, addressing their financial needs and concerns.
  • Act as a resource for internal customers, providing support and guidance to employees as they assist external clients.
  • Perform year-end tax record corrections and provide support for the bank's debit card program.
  • Review and assist with end-of-year deposit tax notices, communicating with clients and internal stakeholders as needed.
  • Collaborate with department managers and staff to identify and address customer concerns, trends, and issues.
Requirements
  • Exceptional oral, written, and interpersonal communication skills.
  • Ability to apply common sense to carry out instructions, understand procedures, and communicate effectively with clients and colleagues.
  • Working knowledge of Microsoft Word and Excel.
  • Self-motivation, problem-solving skills, and attention to detail.
Education
  • 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.


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