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FT Customer Service Rep - Floater, Linn Market

Cedar Rapids, IA

Job Information:

Position Summary:  Perform all assigned client service and operational functions as shown on the duties attachment.  Provide competent and courteous service to current and prospective clients.  

Primary Accountabilities and Responsibilities (96%):

Accountability 1: Client Service (48%)
  • 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 within BankIowa’s guidelines
  • Process client’s transaction requests accurately in compliance with established Best Practices. 
  • Utilize telephone etiquette techniques to professionally handle client calls.
  • Complete all specific client care duties as detailed on the attached list of duties.

Accountability 2: Operational Duties (48%)
  • 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:   (4%)
  • 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.

Requirements: 
  • High School Diploma and banking experience
  • Must be bondable

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk or hear.  The employee frequently is required to sit.  The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools or controls; and reach with hands and arms.
The employee must occasionally lift and/or move up to thirty pounds.

Additional Information:
Approx  40 hours per week. Some Saturday mornings.

Posted 10/31/17

Job ID: 29209891