Account Executive II

Cedar Rapids Bank and Trust

JOB SUMMARY:
This position is responsible for providing customers with information about the Bank’s products and services, opening customer’s accounts and processing customer transactions.Individuals in this position must thoroughly understand all the Bank’s products and services to determine which best meet the customer’s financial needs.

ESSENTIAL FUNCTIONS:
  1. Represents Cedar Rapids Bank in a positive manner by acting as a professional executive, promoting banking products and functions.
  2. Proactively promotes and cross-sells the full line of retail bank products and services to individuals both in person and on the phone. Ensuring that their personal financial needs are met and that long term account relationships are developed and maintained.
  3. Sells consumer banking products and services by proactively managing and developing client relationships.
  4. Contributes to the development and retention of client relationships by providing a consistent quality level of service and taking ownership of service problems until they are resolved to the client’s satisfaction.
  5. Maintains knowledge of internal audit procedures, legal regulations and requirements.
  6. Other duties as assigned by manager.

KNOWLEDGE, SKILLS & ABILITIES:
  1. Strong customer service focus.
  2. Ability to proactively sell all products and services offered by the Bank.
  3. Excellent ability to communicate verbally with customers, both personally and via telephone.
  4. Excellent writing skills to communicate with customer, internal staff and various compliance authorities.
  5. Thorough understanding of all products and services offered by the Bank.
  6. Basic understanding of personal and business finance and which Bank products best meet certain financial and economic situations.
  7. Ability to interpret and analyze basic financial information.
  8. Ability to operate a computer and Bank specific software applications including, but not limited to, word processing applications.
  9. Ability to manage a variety of tasks and work in a highly interceptive environment.
  10. High School diploma with two years additional training in banking or related course work.
  11. Three to five years’ experience in the financial industry.

EOE

Job ID: 66103

Posted 28 days ago

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