Client Experience Representative

Bank Iowa is seeking a Client Experience Representative to deliver exceptional service across personal, commercial, and agricultural banking clients. In this role, you'll be the first point of contact for account inquiries, transactions, and digital banking support, ensuring accurate, timely, and friendly assistance. You'll educate clients on products and security best practices, identify needs, and connect them with tailored financial solutions.

Working in a collaborative, community-focused culture, you'll uphold regulatory standards while contributing to continuous improvements in the client experience and your own professional growth.

Responsibilities

• Serve as primary contact for personal, commercial, and agricultural banking clients
• Handle account inquiries, transactions, and issue resolution across channels
• Educate clients on banking products, digital tools, and security best practices
• Identify client needs and refer appropriate financial solutions and services
• Maintain accurate client records and adhere to banking policies and regulations
• Collaborate with branch and operations teams to improve client experience
• Support community-focused initiatives and embody Bank Iowa's values

Required Skills

• Banking software (core banking systems)
• CRM systems
• Digital banking platforms (online & mobile)
• Cash handling and transaction processing
• Knowledge of banking products and services
• Regulatory and compliance awareness (BSA/AML, KYC)
• Data entry and documentation accuracy
• Customer relationship management
• Conflict resolution and de-escalation
• Written and verbal communication