Current jobs related to Customer Banking Specialist - Independence, Iowa - BankIowa

  • Account Specialist

    2 weeks ago

    Independence, Iowa, United States Pipestone (Emp Serv LLC) Full time

    Job Title: Account SpecialistAt Pipestone (Emp Serv LLC), we are seeking a highly skilled and detail-oriented Account Specialist to join our team. As a key member of our organization, you will be responsible for managing data entry, data integrity, and analysis for assigned clients in the pork industry.Key Responsibilities:Analyze and communicate complex...

  • Account Specialist

    1 month ago

    Independence, Iowa, United States Pipestone (Emp Serv LLC) Full time

    Job Overview At Pipestone (Emp Serv LLC), we are seeking a highly skilled Account Specialist to join our team. As an Account Specialist, you will play a critical role in managing data entry, data integrity, and analysis for our clients in the pork production industry. Responsibilities * Analyze and communicate complex data to swine producers,...

  • Accounting Specialist

    2 weeks ago

    Independence, Iowa, United States Pipestone (Emp Serv LLC) Full time

    Job Title: Account Specialist Job Summary: We are seeking a highly skilled Account Specialist to join our team at Pipestone (Emp Serv LLC). The successful candidate will be responsible for managing data entry, data integrity, and analysis for assigned Pipestone FarmStats clients. This role requires strong analytical and communication skills, as well as the...

  • PLC Automation Specialist

    1 week ago

    Independence, Iowa, United States Pries Enterprises Inc Full time

    Job DescriptionPries Enterprises Inc is seeking a skilled PLC Automation Specialist to join our team.The ideal candidate will have extensive knowledge of industrial motor, hydraulic, pneumatic, and production equipment, as well as experience in troubleshooting, interpreting, modifying, and programming PLCs, specifically the Allen Bradley system.The...

  • Pharmacist - Patient Care Specialist

    1 month ago

    Independence, Iowa, United States Walmart Full time

    Job SummaryAs a Staff Pharmacist at Walmart, you will be at the forefront of patient communications, developing relationships with customers and advocating for their wellbeing. You will be empowered to share your clinical knowledge and work to the top of your license. Come ready to be a community leader and a leader among the pharmacy staff.Key...

  • Customer Service Representative

    4 days ago

    Independence, Kansas, United States Equity Bank Full time

    0. OverviewAs a Customer Service Representative at Equity Bank, you'll play a key role in delivering a superior customer experience and building lasting relationships with clients. Our state-of-the-art banking solutions and cutting-edge technology enable our team members to excel in their careers and make a meaningful impact on our customers' lives.1. Job...

  • Assistant Banking Center Manager

    2 weeks ago

    Independence, Missouri, United States NBH Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Assistant Banking Center Manager to join our team at NBH Bank. As a key member of our banking center, you will be responsible for leading a team of banking professionals and providing exceptional customer service to our clients.Key ResponsibilitiesLead and manage a team of banking professionals...

  • Customer Service Associate

    2 months ago

    Independence, United States WesBanco Bank Inc. Full time

    Job Title - Department Customer Service Associate - Customer Service Center Location This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely). Market Mid Atlantic Work Hours per...

  • Accounts Receivable and Billing Specialist

    2 weeks ago

    Independence, Ohio, United States MediQuant LLC Full time

    Job DescriptionMediQuant LLC is seeking a highly skilled Accounts Receivable and Billing Specialist to join our team. As a key member of our finance department, you will be responsible for managing all aspects of accounts receivable, including invoicing, collections, and financial record-keeping.Key Responsibilities:Prepare and submit accurate and timely...

  • Customer Service Representative

    4 months ago

    Independence, United States Alpine Banks of Colorado Full time

    ** Customer Service Representative - Edwards** **Job Category****:** Customer Sales & Service **Requisition Number****:** CUSTO02837 Showing 1 location **Job Details** **Description** **General Purpose** The Customer Service Representative is an entry- level position that is focused on meeting the needs of Bank customers by providing exceptional customer...

  • Customer Service Representative

    1 week ago

    Independence, Missouri, United States Public Storage Full time

    At Public Storage, we're seeking a skilled Customer Service Representative to join our team. As a Property Manager, you'll work independently at multiple locations, assessing customer storage needs and making suggestions to sell packing and moving supplies. Your daily tasks will include conducting storage unit inspections, auditing cash drawers, and making...

  • Customer Service Representative

    5 days ago

    Independence, Missouri, United States Public Storage Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Property Manager at Public Storage. As a key member of our team, you will be responsible for providing exceptional customer service, managing daily operations, and driving sales growth.Key ResponsibilitiesAssess customer storage needs and provide personalized...

  • Customer Service Representative

    2 weeks ago

    Independence, Missouri, United States Public Storage Full time

    {"title":"Customer Service Representative","description":"Job SummaryAt Public Storage, we're looking for a skilled Customer Service Representative to join our team. As a key member of our operations team, you'll be responsible for providing exceptional customer service, managing storage units, and maintaining the overall appearance of our facilities.Key...

  • Customer Service Representative

    1 week ago

    Independence, Ohio, United States Phillip Kerber-Farmers Insurance Agency Full time

    Job Title: Front Desk Support SpecialistJob Summary: We are seeking a highly motivated and customer-focused individual to join our team as a Front Desk Support Specialist. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients and prospects, processing policy change requests, and maintaining...

  • Senior Financial Accountant Specialist

    1 month ago

    Independence, Missouri, United States MAI Wealth Management, Inc. Full time

    Job Title: Senior Client Accountant SpecialistAt MAI Wealth Management, Inc., we are seeking a highly skilled Senior Client Accountant Specialist to join our Client Accounting team. As a key member of our team, you will be responsible for providing exceptional service to our clients by maintaining accurate, complete, and up-to-date general ledgers for a...

  • Customer Service Associate

    1 month ago

    Independence, Kansas, United States Serco Group Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our Corporate Team as a Customer Service Associate. As a key member of our team, you will provide exceptional customer service experience to all customers who contact the Customer Service Centre, ensuring they are at the centre of your decision-making.Key...

  • Customer Service Representative

    3 weeks ago

    Independence, Missouri, United States Public Storage Full time

    Job DescriptionAs a Property Manager at Public Storage, you will have the opportunity to work independently at multiple locations, spending time both inside and outside. Your primary responsibility will be to assess customer storage needs and make suggestions, including selling packing and moving supplies.Key Responsibilities:Conduct daily storage unit...

  • Senior Investment Client Service Specialist

    1 month ago

    Independence, Ohio, United States MAI Wealth Management, Inc. Full time

    Job Title: Senior Investment Client Service SpecialistJoin MAI Wealth Management, Inc. as a Senior Investment Client Service Specialist and take on a challenging role that requires strong client service skills, investment knowledge, and leadership abilities.Job SummaryWe are seeking a highly motivated and experienced Senior Investment Client Service...

  • Customer Service Representative

    4 weeks ago

    Independence, United States QC Holdings Full time

    LendNation is looking for an energetic, positive Full Time Customer Service Representative to join our team!This position will work at Store 0516 located at 12008 E 40 Hwy, Independence, MO 64055.The Customer Service Representative opportunity is a full-time entry-level position that has great potential for the right person! We are looking for a team player...

  • Construction Loan Closing Specialist

    4 weeks ago

    Independence, Ohio, United States Redwood Living Full time

    Job Title: Construction Loan Closing SpecialistAt Redwood Living, we're committed to delivering exceptional results and exceeding expectations. As a Construction Loan Closing Specialist, you'll play a critical role in our Loan Operations team, working closely with our Director of Loan Closing to ensure seamless loan closing processes.Key...

  • Customer Service Representative

    3 weeks ago

    Independence, United States QCHI Full time

    LendNation is looking for an energetic, positive Full Time Customer Service Representative to join our team! This position will work at Store 0516 located at 12008 E 40 Hwy, Independence, MO 64055. The Customer Service Representative opportunity is a full-time entry-level position that has great potential for the right person! We are looking for a team...

  • Retail Service Specialist

    2 months ago

    Independence, United States AAA East Central Full time

    Retail Service SpecialistWe are looking for someone who will thrive in a sales and service environment by cross-selling and upselling products.  This is an exciting career opportunity in our branch network and ideal for candidates intent on providing excellent customer service and who understand the importance of teamwork.ResponsibilitiesGreet all members...

  • Pricing Specialist

    1 week ago

    Independence, Missouri, United States MCKEEVER ENTERPRISES INC Full time

    Pricing SpecialistAt MCKEEVER ENTERPRISES INC, we are seeking a skilled Pricing Specialist to join our team. As a Pricing Specialist, you will be responsible for providing a friendly, helpful, and safe shopping experience for our customers. Your primary focus will be on accurately scanning and processing all pricing batches in accordance with company...

  • Construction Loan Closing Specialist

    3 weeks ago

    Independence, Ohio, United States Redwood Living Inc Full time

    Job Title: Construction Loan Closing SpecialistAt Redwood Living Inc, we're seeking a highly skilled Construction Loan Closing Specialist to join our Loan Operations team. As a key member of our team, you will play a critical role in managing the construction loan closing process, ensuring seamless execution and timely completion of projects.Key...

  • Customer Experience Specialist

    4 weeks ago

    Independence, Missouri, United States JOANN Stores Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Key Holder to join our team at JOANN Stores. As a Key Holder, you will be responsible for delivering exceptional customer experiences, driving sales, and leading the store team to achieve business objectives.Key ResponsibilitiesCustomer Experience: Greet every customer with a smile, use the...

Customer Banking Specialist

2 months ago

Independence, Iowa, United States BankIowa Full time
We are seeking a dedicated Universal Banker to enhance our customer service experience.

We provide a competitive compensation package, annual bonuses, charitable donation matching, volunteer opportunities, and various employee benefits.

The Universal Banker plays a vital role in delivering outstanding in-branch customer service by addressing a wide range of client needs, from teller transactions to sales and service inquiries. This position involves making referrals to other business lines to effectively meet the comprehensive banking and financial requirements of our clients. The Universal Banker will act as the primary contact for clients looking to open deposit accounts for both retail and commercial purposes. Additionally, this role supports the Consumer Banking team by facilitating loan account documentation. This multifaceted position requires an understanding of the connection between client service operations and the broader objectives of the organization. The Universal Banker will also assist colleagues in their efforts to contribute to the bank's overall success.

Key Responsibilities (95%):

Client Service Duties (60%):
  • Exhibit strong sales capabilities by proactively engaging clients and networks to support organizational objectives.
  • Understand the significance of delivering high-quality service in a professional, efficient, and friendly manner to all branch visitors.
  • Effectively communicate with clients to ascertain their needs and utilize skills and resources to refer them to the appropriate departments. Identify service opportunities using core platforms and client profiles.
  • Maintain comprehensive knowledge of all banking products and services available.
  • Provide timely feedback on new products and services that could benefit clients and enhance the bank's growth and profitability.
  • Address customer fraud issues in accordance with established procedures.
  • Resolve customer complaints by offering suitable solutions.
  • Ensure confidentiality of client and bank information.
  • Complete all designated client care responsibilities.
  • May be assigned to other branches as needed to meet staffing requirements and cover various retail roles.
Operations (30%):
  • Generate accurate account documents that comply with banking and governmental regulations.
  • Maintain accurate client and account information.
  • Provide processing support as needed for Consumer Bankers.
  • Prepare documentation for Consumer Banking team meetings with loan clients.
  • Open and manage IRA and HSA deposit accounts in accordance with banking and regulatory guidelines.
  • Accurately process client transaction requests in line with established best practices, including cash withdrawals, loan payments, official checks, mail deposits, and safe deposit access.
Compliance (5%):
  • Adhere to bank policies and procedures for compliance related to the position's functions. Complete all required annual compliance training.
  • Understand and comply with all relevant Bank Secrecy Act/OFAC/CIP policies and procedures. Complete annual training and identify new clients while establishing expected behavior patterns through customer profiles.
  • Complete BVS assignments as necessary.
Additional Responsibilities (5%):
  • Contribute to maintaining the professional appearance of the bank and work areas.
  • Serve as backup for client service operations during peak periods, if available.
  • Perform miscellaneous duties as assigned by supervisors related to the bank's functions.
  • Participate in client functions and community service events as a representative of the bank.
Qualifications:
  • High School Diploma with experience in banking or a customer service/relationship development role.
  • Must be bondable.
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.