Client Servicing Teller

BankIowa•Waterloo, IA

About The Position

Come join our team and become a BankIowan! We are currently looking for a Full-Time Client Serving Teller for our Cedar Valley Market. Position Summary: Perform all assigned client service and operational functions as shown on the teller training checklist. Provide competent and courteous service to current and prospective clients. Adhere to BEST. Primary Accountabilities and Responsibilities: (95%) Accountability 1: (60%) Clients Service Greet clients by name in a friendly, courteous and professional manner. Maintain confidentiality of customer and bank information Understand Personal and Business Deposit bank products and services to readily answer basic account questions to assist bank customers. Communicate effectively with clients to identify needs and then utilize skills and tools to refer clients to the appropriate personnel for deposit accounts, loans, investments, insurance and cash management services. Assist clients with digital and e Banking products including telebanking, online banking and mobile banking products Process wires Communicate effectively with colleagues in all departments to collaboratively provide an outstanding client service 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 clients calls Complete all specific client care duties as detailed on the CST training checklist Respond to customer fraud issues following card procedures and ID Theft procedures May be scheduled at another branch within the market as staffing needs warrant. Accountability 2: (35%) Complete all Operational Duties as listed on the CST training checklist 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: (5%) 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
Must be bondable
The employee must occasionally lift and/or move up to ten pounds.

Responsibilities

Greet clients by name in a friendly, courteous and professional manner.
Maintain confidentiality of customer and bank information
Understand Personal and Business Deposit bank products and services to readily answer basic account questions to assist bank customers.
Communicate effectively with clients to identify needs and then utilize skills and tools to refer clients to the appropriate personnel for deposit accounts, loans, investments, insurance and cash management services.
Assist clients with digital and e Banking products including telebanking, online banking and mobile banking products
Process wires
Communicate effectively with colleagues in all departments to collaboratively provide an outstanding client service
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 clients calls
Complete all specific client care duties as detailed on the CST training checklist
Respond to customer fraud issues following card procedures and ID Theft procedures
May be scheduled at another branch within the market as staffing needs warrant.
Complete all Operational Duties as listed on the CST training checklist
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
Perform miscellaneous duties as requested by supervisor relating to the bank and its functions.
Participate in client functions and community service events as a bank representative