Consumer Services Rep - BT Merle Hay jobs in United States
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Bankers Trust · 1 day ago

Consumer Services Rep - BT Merle Hay

Bankers Trust is a community-focused financial institution that prioritizes meaningful work and employee development. They are seeking a Consumer Services Representative who will interact with customers to process transactions and provide information about products and services to meet their financial needs.

FinanceBankingFinancial ServicesWealth Management

Responsibilities

Processes customer transactions and requests, including but not limited to: deposits, withdrawals, check cashing, payments, safe box entries, address changes, debit and gift card requests
Balances cash drawer and abides by established cash limit
Opens and secures bank premises at closing according to established procedures
Balances branch teller statements
Counts and balances vault and cash drawers accurately
Processes daily and monthly reconcilements
Follows banks policies and procedures as it relates to Audit Controls
Assists with the training of new employees
Follows the Customer Service Excellence Agreement and Sales Ethics Roadmap
Updates customer demographic information on Core System
Identifies customer needs and utilizes product knowledge to recommend solutions
Answers incoming calls and responds to emails promptly
Attends and actively participates in training/committees
Performs other duties as assigned

Qualification

Customer service skillsCash handling experienceMicrosoft Office SuiteData entryMath skillsAnalytical skillsMulti-tasking abilityListening skillsAttention to detailOrganizational skillsCommunication skillsInterpersonal skills

Required

High school diploma or equivalent
Strong attention to detail
Data entry - speed and accuracy
Strong math skills
Strong customer service skills
Analytical and problem solving skills
Strong organizational and planning skills
Ability to multi-task
Excellent communication skills (written and/or oral)
Excellent listening and interpersonal skills

Preferred

Previous banking or customer service experience
Cash handling experience
Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)

Benefits

Annual bonus program
Incentives and/or commissions

Company

Bankers Trust

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Bankers Trust Company provides banking products and services to businesses and individuals in Iowa.

Funding

Current Stage
Late Stage

Leadership Team

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Jack Gonder
Senior Vice President / Market President
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Todd Wishman
EVP/Chief Lending Officer
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Company data provided by crunchbase