Retail Banker

Detailed Information

LISTED SITE
  • Location: Cedar Rapids, IA

  • Company: Hills Bank

Blairs Ferry Rd NE, Cedar Rapids, IA 52402 TRAINING AND CAREER PATH: When starting out as a Retail Banker at Hills Bank, we ensure that you will already be set up to succeed with our designated career path and detailed training program. The Retail Banker career path begins with a focus on Foundational and Teller Training , and then proceeds into Banker Training.

You will begin in your branch shadowing an experienced co-worker to gain familiarity with your new role. Next, you will be shadowed by a co-worker until you feel comfortable and confident you can give our Hills Bank customers the quality service they deserve. Upon demonstrating proficient Teller skills, you will advance into the

next phases focusing on Banker Training. You will start out with the basics of opening accounts (RB1) , then move on to credit cards and consumer loans (RB2). The top tier of a Retail Banker is working with different types of home equity loans (RB3).

Where you take your career with Hills Bank is completely up to you, all you need to do is take the first step and apply now. SCOPE: Provide superior service to customers while working to meet their financial needs through a variety of retail banking functions. An individual in the Retail Banker 1 role will focus on mastering and applying skills needed for effectively managing customer relationships and providing basic retail banking services.

ACCOUNTABILITIES: Service Requests: Handle all typical banking transactions presented by customers in person, through drive up, via night depository, mail or digitally.

Handle cash and maintain an individual cash drawer in order to handle customer requests. Assist customers with entry into safe deposit boxes, ensuring all procedures are properly followed. Handle maintenance and service requests and customer inquiries regarding existing accounts and services. Identify banking needs and recommend solutions for both prospective and current customers. New Accounts: Support the Bank's overall sales efforts through direct sales of consumer banking products and related services.

Acquire the necessary product, compliance, and systems knowledge and accurately, efficiently open various types of deposit accounts and complementary services, such as checking, savings and money market accounts, certificates of deposit, safe deposit boxes, and complementary services for consumer relationships. Complete training and begin handling credit card and consumer lending requests. Ensure that new accounts and relationships are properly onboarded. Relationship Management: Develop, manage, and grow customer relationships through ongoing contacts, recognition of key life events, needs-based cross-selling, etc.

Work within defined banking processes, such as customer service expectations, the 5 Step Retail Banking Conversation Model, Quarterly Action Plans, and New Relationship/New Account Onboarding to help ensure a consistent, positive experience for customers and success for your branch team. Utilize the bank's Customer Relationship Management (CRM) system to plan for and personalize customer interactions and help develop corporate memory, manage referrals, and maintain appropriate entries regarding opportunities and interactions with customers. Proactively reach out to customers through one-on-one contacts, larger retail campaigns, and product promotions throughout the year.

This effort will include contacting customers by phone, direct mail, email and/or HERE app. Acquire the necessary knowledge about bank products and services, and other departments' and coworkers' functions in order to be able to refer customers to other individuals or departments appropriately and effectively. Maintain ownership of and follow up on any hand-offs or referrals to ensure that they have been handled. Other Duties: Actively participate in office or bank events. Maintain educational and professional expertise through attendance at internal and/or external educational opportunities.

Be a Notary Public. It is important to Hills Bank to be a good corporate citizen and support our communities. Employees are expected to participate in community activities throughout the year. Perform other duties as assigned. EDUCATION AND SPECIAL REQUIREMENTS: High school diploma required. Prefer an associate's degree (AA) from a two-year college or technical school or bachelor's degree. Prefer 1 or more years of experience in a related position. Must be able to successfully meet the requirements of the SAFE Act including registering with the Nationwide Mortgage Licensing System & Registry and maintaining their unique identifying number.

Must successfully complete all training and evaluation requirements in the Retail Banker Career Path. Must be able to work additional evening and Saturday hours as required. Participate in at least 3 bank sponsored or community events annually. EQUAL OPPORTUNITY EMPLOYER Job Posted by Applicant Pro

Banking in Cedar Rapids, IA

POPULAR
Full-time Teller
1
Full-time Teller
Cedar Rapids, IA
Dec 26, 2023
POPULAR
FT Client Servicing Teller Buchanan County
1
FT Client Servicing Teller Buchanan County
Cedar Rapids, IA
Dec 26, 2023

retail training checklist. Provide competent and courteous service to current and prospective clients 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 Communicate effectively with colleagues in all departments to collaboratively provide an outstanding client service Solve client complaints to the client's satisfaction within Bank Iowa'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 CSR training checklist Accountability 2: (35%) Complete all Operational Duties as listed on the CSR 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 Education, Experience, and Other Requirements: High School diploma Must be bondable Physical Environment: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Performance of the job will include physical duties commensurate with a general office environment. The employee must occasionally lift and/or move up to ten pounds.

POPULAR
Commercial Banking Associate
1
Commercial Banking Associate
Cedar Rapids, IA
Dec 21, 2023

but in line with established policies and procedures. Responsible for preparing commercial loan documents, maintaining loan files, and providing customers with information about the Bank's products and services, and processing transactions as it relates to those accounts.

Contributes to client relationships by providing a consistent quality level of service. To be considered for this position applicants must have a h igh school diploma or equivalent. Previous loan experience preferred. Ability to perform multiple tasks in a fast-paced environment while paying attention to detail a must. Strong PC skills including Microsoft Office Suite. Cedar Rapids Bank & Trust is a relationship-driven

organization who values their employees as well as their community. Our goal is to provide exceptional customer service and make financial dreams a reality.

We are a family-oriented company who values work-life balance and providing advancement opportunities to our employees. Pre-Employment credit check, background check & drug screen is required. Visit www. crbt. bank/ to learn more about our company.

POPULAR
Commercial Banking Relationship Officer
1
Commercial Banking Relationship Officer
Cedar Rapids, IA
Nov 30, 2023

Banking In Iowa

1
Part Time Teller - Altoona
Altoona
Jan 05, 2024

and efficiently. Tellers also maintain and develop a working knowledge of basic bank products and services; and support the sales and service efforts of the teller team by identifying and referring sales opportunities to the appropriate bank team member.

This role offers an exciting opportunity for candidates with prior teller, banking, or some retail sales experience who are interested in beginning a career in banking at Bank Iowa. Provides an exceptional client experience while supporting client banking needs, such as deposits, withdrawals, payments and other typical teller transactions. Answers client questions and inquiries and provides account information both in person and on the

phone. Develops relationships with clients and contributes to improving their financial wellness while supporting and furthering their relationship at the bank.

As a Part Time Teller you can expect to work between 20-30 hours a week and must have availability to work on Saturdays. Our Altoona location is open between the hours of 8:00 AM to 5:30 PM Monday through Friday and 9:00 AM to 12:00 PM on Saturdays. Specific hours for this role will be discussed in the interview. Requirements: Skills/Experience You'll Need High School Diploma/G. E. D. 6 months to 1 year cash handling and/or client experience, in professional office environment preferred. Ability to exhibit professionalism with

internal and external clients. Ideal candidates will have some banking experience, strong customer service focus, ability to listen to customer needs and suggest solutions for those needs, excellent oral and written communication skills, and ability to learn and utilize multiple computer applications.

What you'll love about us Our team members love working here, and the prevailing reason is this: our people. In addition to the great team you will be a part of, here are some of the other reasons why our team members love working here. A competitive financial package we want you to bring your best so in addition to your compensation, every team member receives a bonus opportunity, a generous 401k match, and discretionary profit sharing.

Robust benefits and wellness - we are proud to offer health, dental and vision insurance as well as a wellness program designed to help drive down your premiums for benefits-eligible team members. Our wellness initiatives promote positive change and allows our team members to think big. Blending work and life - As a people-centered organization, each team member is provided a generous PTO bank. Bank Iowa team members receive 11 paid observed holidays, 100% paid parental leave, an opportunity for sabbatical leave, generous bereavement, and an employee assistance program designed to support team members throughout various stages in their lives.

Continued learning opportunities - Bank Iowa enables great things and supports team member development at every stage of your career. Our development approach focuses on your innate talents and developing those into areas of strengths. Learning experiences are available in formal & informal training settings, as well, on-the-job training. Development programs are available in-person and online. Our tuition reimbursement program is available to support formal education programs.

Community Involvement - Our team members are active members of their communities and people-centered. Bank Iowa aspires to be a center of influence in each of the 24 communities we are located in. In addition to company-sponsored volunteer opportunities, we offer paid volunteer time off (VTO), which allows team members to give their time to organizations they care about, without having to use PTO. Recognition - Bank Iowa is proud of our team members who Live our Values. Our peer nominated recognition program presents team members who Live our Values on an annual basis. Our People-Centered Culture At Bank Iowa our purpose is to Empower People, Inspire Success and Foster Growth.

Bank Iowa is one of the leading independent Ag banks and the second-largest family-owned bank in the state of Iowa. Our bank family consists of team members and clients throughout Iowa who we serve in our 26 locations. At Bank Iowa, we're proud to put people first, and we value our team members as much as our clients. We support team member development by focusing on their innate talents and developing those into areas of strength. We offer an environment where people care about each other, like family.

If you're looking for a career with colleagues who have the opportunity to bring their best, think big, and enable great things, Bank Iowa is the place for you. Bank Iowa is an equal opportunity employer with a passion for creating an inclusive environment where all people are truly welcomed, valued and respected - for all of who they are - regardless of differences. All applicants will be considered for employment without regard to age, race, color, interaction, pregnancy, interactionual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.

PIf683a4efe77d-31181-33497086

1
Assistant Teller Supervisor - Altoona
Altoona
Dec 15, 2023

are responsible for all supervisory duties. Ideal candidates would have some banking experience, strong customer service focus, ability to listen to customer needs and suggest solutions for those needs, excellent oral and written communication skills, and ability to learn and utilize multiple computer applications.

Education: High school diploma or equivalent required. Experience: A minimum one year previous bank Teller and/or cash handling/customer service experience preferred, or equivalent education and experience. Previous supervisor's experience preferred. Tellers will be scheduled between 7:45am-5:15pm Monday-Thursday, 7:45am-5:45pm Friday and some Saturdays from 8:30am-12:15pm. Pre-employment credit check, criminal background check and drug screen is required.

1
Assistant Teller Supervisor
Altoona
Nov 23, 2023
1
Retail Banker I - Altoona
Altoona
Nov 02, 2023
1
Personal Banker II
Altoona
Apr 27, 2023
1
Part-Time Teller - Mitchellville
Altoona
Aug 10, 2023