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CBI Bank & Trust

Financial Services Associate I

Entry-Level JobVerifiedNo experience needed

Pay: Not specified

Posted: 6 weeks ago

Location: 5 locations (Onsite)

Last Updated: 2 weeks ago

Hours: Full-Time

Expires: 9/30/2026

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What they do

A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.

$67,880 / year median in Iowa

-5% projected decline

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Job Description

Description

GENERAL DESCRIPTION

Will process customer transactions in a timely, accurate manner, adhering to established Bank regulations, policies and procedures. Will assist customers on the phone and in person. .

KEY ACCOUNTABILITIES

Candidate must be self-motivated with the ability to offer our banking products and services to prospects Candidate will possess the ability to develop strong customer relationships. Must be organized, detail-oriented and accurate; possess good oral communications skills and grammar; be professional in appearance, pleasant, courteous, and a good listener. Be able to initiate the HPG sales process when asked about accounts Requirements Skills/education/experience required: Must have the ability to work a flexible work schedule. Must have a satisfactory record of work performance and adherence to all Bank Policies and Procedures. This position will float to all banking centers as needed. Post high school education/one year in banking or related field preferred.