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United Bank of Iowa

Customer Service Associate

Career Insights for Customer Service Representative (General)

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Based on Iowa data

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What they do

A Customer Service Representative interacts directly with customers to answer questions and solve problems. Communicates with customers in person, over the phone or online. Provides help with troubleshooting technical problems for equipment or software. Keeps records of customer communications and transactions.

$36,108 / year median in Iowa

-1% projected decline

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Job Description

As a member of the UBI team, this position provides a variety of customer service functions in a friendly, courteous and capable manner. Deals with the customer on a one-on-one basis. This position will be responsible for general teller functions, such as: cashing checks, taking deposits, balancing daily transactions and cash drawer, verifying cash totals, running proof, and balancing ATM machines. Will assist with other special assignments or projects as needed. Selling and promoting all bank services in such a way as to enhance the bank's image within the community, while providing a high level of customer service.
EDUCATION/TRAINING/EXPERIENCE
High school diploma or general education degree (GED) required. Customer service experience is strongly preferred but not required.
LANGUAGE SKILLS
Strong reading, writing, and verbal skills to effectively present information and respond to questions from customers, prospective customers, and other employees.
MATHEMATICAL SKILLS
Count, add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to calculate figures and amounts such as interest and percentages.
REASONING ABILITY
Comprehend and understand bank operations, policies (manuals), and procedures. Recognize irregular or suspicious transactions. Determine whether or not requests for confidential information should be granted or refused.
OTHER SKILLS
Ability to work independently AND collaborate within a team to complete tasks effectively and efficiently by building and nurturing strong relationships with other UBI team members. Interpersonal skills to deal with customers and co-workers in a friendly, courteous manner. Particularly detail-oriented to ensure accuracy of transactions. Familiarity with standard office equipment such as calculators and typewriters. Computer skills in word processing, spreadsheet and database software to generate correspondence and reports. Basic understanding of debits and credits.
CERTIFICATES, LICENSES, REGISTRATIONS
None Required.
SCHEDULE
Monday through Friday 8:00am-4:00pm with Friday night rotation until 5:00pm. •
MUST HAVE SATISFACTORY BACKGROUND CHECK INCLUDING CREDIT HISTORY