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Client Services Associate I at CBI Bank & Trust
Muscatine, Iowa, United States -
Full Time

Start Date

Immediate

Expiry Date

25 Aug, 26

Salary

0.0

Posted On

28 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Microsoft Word, Microsoft Excel, Problem Solving, Attention To Detail, Oral Communication, Written Communication, Interpersonal Communication, Transaction Processing, Financial Research

Industry

Banking

Description
Description GENERAL DESCRIPTION: Reviewing reports for accuracy; processing and balancing various transactions Verification and check-back of work performed by others; completing maintenance, research, disputes, payment decisions, returns, etc. Assists with the majority of incoming customer calls – providing customers with exceptional customer service, as well as answers and solutions to their questions and financial needs. Resource for internal customers – providing support and answers to employees as they assist their external customers. Performs corrections as needed for end of year tax records. Provides support for the Banks debit card program. Reviews end of the year deposit tax notices prior to mailing and assists customers with questions on their deposit tax notices. Communicates with the department managers and appropriate staff personnel to bring awareness to any concerns, trends, customer issues, etc. that need to be discussed, researched and explored. Requirements ELIGIBILITY FACTORS: Must have exceptional oral, written, and interpersonal communication skills Ability to apply common sense to carry out instructions, understand procedures, write correspondence, and speak clearly to customers and employees. Possess a working knowledge of Microsoft Word and Excel. In addition must be self- motivated, a good problem solver and detail oriented. 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.
Responsibilities
The role involves processing financial transactions, reviewing reports for accuracy, and handling customer inquiries. It also includes managing tax records, debit card program support, and coordinating with department managers regarding customer trends.