Client Relationship Associate Job Ankeny area,Iowa USA,Finance & Banking

Availa Bank

Description:

EEO Employer

Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success.

This is not a remote position.

UNIVERSAL BANKER II (BANK TELLER II) POSITION SUMMARY

This position is responsible for assisting with a customer’s financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts.

BENEFITS

Availa Bank offers a rich selection of benefits you can personalize to support you and your family’s needs. Benefits may include:

Medical, Dental & Vision Plans
Option for Health Savings Account (HSA)
Life Insurance (Company paid for employee)
401K and Employee Stock Ownership Plan (ESOP)
Company Paid Short & Long Term Disability Insurance
Flexible Spending Account (FSA) & Dependent Care
Eligibility for Tuition Assistance and Discounts
Employee Assistance Program (EAP)

UNIVERSAL BANKER II (BANK TELLER II) ESSENTIAL DUTIES AND ACCOUNTABILITIES

Provide exceptional customer service through quality conversations and efficient and accurate process of customer transactions

Build relationships with customers by identifying needs and offering solutions

Provide accurate information to customers based on product and service knowledge and understanding of the banking industry

Sell, open, and maintain banking products and services to new and existing customers

Proficient in customer account opening, maintenance and closing accounts (including checking, savings, CDs and safe deposit boxes)

Efficiently and proficiently open and service business accounts, fiduciary accounts and HSA/IRA accounts

Possess an understanding of Treasury Management services

Process check orders; follow check cashing procedures; issue cashier’s checks; process wire transfers, perform online and mobile banking maintenance; process stop payments and debit card disputes

Cross-sell/refer bank products and services to other areas of the bank, including commercial and mortgage lending

Handle financial transactions efficiently and effectively with all customers (including, but not limited to: deposits, withdrawals, advances, loan payments, and merchant transactions)

Maintain a balanced cash drawer

Meet or exceed all established branch goals and contribute to branch deposit growth

Perform ITM duties in applicable markets

Requirements:

UNIVERSAL BANKER II (BANK TELLER II) ROLE QUALIFICATIONS:

Education

High school diploma or equivalent required

Experience

Customer Service experience required
Accounting, banking, or sales experience preferred

Other Skills and Abilities

Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required
Accounting or banking experience encouraged
Strong math skills; add, subtract, multiply and divide in all units of measure
Exceptional oral, written and interpersonal communication skills
with the ability to apply commonly understood knowledge to carry out instructions and instruct others, understand procedures, and write reports and correspondence
Must be able to multi-task in a busy environment
Understands computer and other equipment capabilities and limitations
Exceptional organizational and time management skills; ability to function well in a fast-paced environment
Maintain a complete understanding of regulatory and compliance policies and procedures
Must be able to work flexible hours and shifts

PM21


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