Detail View

Client Service Representative - Part time

Cedar Rapids, IA

Job Information

Accountability 1: (60%) Clients Service

• Greet clients by name in a friendly, courteous and professional manner.

• Maintain confidentiality of customer and bank information

• Understand Retail bank products and services and review them with clients

• Communicate effectively with clients to identify needs and then utilize skills and tools to refer clients to the appropriate personnel

• Solve client complaints to the client's satisfaction with BankIowa's guidelines

• Process client's transaction requests accurately in compliance with established Best Practices

• Utilize telephone etiquette techniques to professionally handle clients calls

• Complete all specific client care duties as detailed on the attached list of duties

Accountability 2: (35%)

• Complete all Operational Duties as listed on the attached list of duties

• Contribute to maintaining the professional appearance of bank premises and work areas

• Follow bank policies and procedures for compliance relative to the functions of the position. Employee will also be responsible for completing applicable annual compliance training as required by compliance laws, regulations and bank policy

• Comprehend and comply with all pertinent Bank Secrecy/OFAC/CIP policies and procedures. Complete annual training. Maintain awareness of customer expected and unexpected transaction habits. Report all anomalies to Bank Secrecy Act Officer

Secondary Duties and Responsibilities: (5%)

• Perform miscellaneous duties as requested by supervisor relating to the bank and its functions. Other duties may be assigned

• Participate in client functions and community service events as a bank representative

Apply on line at

Posted 09/16/16

Job ID: 20333982
Mactive ID: 33197