Financial Services Associate I

Job overview

The Financial Services Associate I role is onsite in Davenport, IA, and may float to banking centers as needed. Compensation is not specified. CBI Bank & Trust provides banking services to customers. The associate processes customer transactions accurately and promptly while following bank regulations and procedures. The role also assists customers in person and by phone, builds customer relationships, and helps connect prospects with banking products and services.

What you'll do

• Process customer transactions accurately and in a timely manner while following bank regulations, policies, and procedures
• assist customers by phone and in person
• offer banking products and services to prospects
• develop customer relationships
• initiate the HPG sales process when asked about accounts
• work a flexible schedule and float to banking centers as needed.

What we're looking for

Skills & competencies

financial services associate i

banking

customer transactions

customer service

davenport ia

cbi bank & trust

banking products

account inquiries

flexible schedule

banking center float

Work arrangement

• Weekend coverage required

Why this role

Post-high-school education or one year in banking or a related field is preferred. The posting emphasizes accuracy, organization, communication, courtesy, and adherence to bank policies.

About the employer

CBI Bank & Trust is hiring for this role. Industry: Commercial Banking. Sector: 52.