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Consumer Services Representative (Teller) BT-Ankeny - Des Moines - (Des Moines, IA)

Our Ankeny branch is seeking a person that will ensure customer needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfill the customer's immediate and future financial needs. Conducts teller and cash vault transactions in an accurate and timely manner. Responsible for cross-selling and servicing all bank products and services, including loans. Responsible for providing operational support and maintaining essential controls and safeguards. Accountable for delivering info and service that exceeds the client's expectations with simplicity, guidance and proficiency. PRIMARY RESPONSIBILITIES* Monitor and manage client portfolio to assess client's needs by utilizing CRM* Open/close/maintain Consumer and Commercial accounts, including checking/savings/CDs/IRAs/Loans, and cross-sell additional bank products and services* Input Consumer Loan applications, concur with system recommendation


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Posted in Des Moines, IA, Accounting & Finance
From TopUSAJobs - 1 month ago