Personal Finance Specialist

4 weeks ago


Harlan, Iowa, United States SCSB Full time
Key Responsibilities
  1. Perform proper and timely workflow related to opening new accounts and completing necessary CIP and compliance paperwork to ensure legal and compliant accounts.
  2. Create extraordinary customer service in every aspect of duties at Shelby County State Bank by strengthening loyalties, listening, caring, exuding empathy, and providing positive solutions when dealing with others.
  3. Proactively participate in business development for Shelby County State Bank, including prospecting for new customers and retaining existing ones.
  4. Answer customer questions and resolve problems expediently and empathetically.
  5. Counsel new customers to choose appropriate products and cross-sell services to customers appropriately.


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