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Universal Banker at CBI Bank & Trust
Wilton, Iowa, United States -
Full Time

Start Date

Immediate

Expiry Date

05 Jun, 26

Salary

0.0

Posted On

07 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Sales Calls, Account Opening, Transaction Processing, Problem Solving, Cross-selling, Referring Business, Onboarding, Loan Applications, Sales Tracking, Teller Duties, Self-Motivated, Detail Oriented, Software Proficiency, Policy Adherence

Industry

Banking

Description
Description GENERAL DESCRIPTION: Provides quality customer service by greeting customers, ascertaining needs and making outbound sales calls. Advises customers in their selection of various accounts and financial services. Duties including opening, maintaining and closing of all account types, processing deposit and loan transactions as needed, solving customer problems, achieving personal, office sales, and service goals, cross-selling and referring business to other areas, onboarding new customers, and taking consumer loan applications. Completes thorough sales tracking. Performs teller duties. Requirements Eligibility factors: Candidate must be self-motivated and a good problem solver Must be detailed oriented and enjoy working with people by phone and occasionally in person Demonstrates helpful and friendly service Must have a satisfactory record of work performance adhering to all Bank Policies and Procedures Must have the ability to work a flexible work schedule Attend meetings before and after business hours Must have a satisfactory record of work performance adhering to all Bank Policies and Procedures. Skills/education/experience required: Minimum of 2 years banking, sales or service experience required Basic knowledge of related state and federal laws and regulations and other bank operational policies and procedures Proficient use of various software systems, including Word, Excel, Outlook and other bank-related systems
Responsibilities
This role involves providing quality customer service by greeting clients, assessing their needs, and making outbound sales calls while advising on various accounts and financial services. Key duties include managing all account types, processing transactions, solving customer issues, achieving sales goals, cross-selling, and performing teller functions.