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Retail Banking Specialist

West Bank
Des Moines, IA Full Time
POSTED ON 7/8/2024 CLOSED ON 7/15/2024

What are the responsibilities and job description for the Retail Banking Specialist position at West Bank?

Purpose: This position covers shift shortages as assigned at all branches for the Teller and Personal Banking positions. Serves our customers by effectively and efficiently processing both financial and non-financial transactions and opening new accounts. Serving as our customer’s primary point of contact, this position helps the bank build strong relationships by providing an outstanding community banking experience.

Essential Duties & Responsibilities:

Build Strong Relationships by acting as the bank’s primary contact with its customers, consistently providing an outstanding service experience for every bank customer as you perform the following functions:

Open Personal and Business Accounts for New and Existing Customers: Perform personal banker functions as assigned, providing financial solutions for bank customers, Develop and grow relationship banking by assessing needs and offering appropriate West Bank products and services. Open new accounts, debit cards, check orders, etc. (45%)

Effectively and Efficiently Process Customer Transactions: Perform teller functions as assigned, meeting and exceeding bank service standards, greeting and acknowledging each customer and making them feel welcome while closely following bank processes and security procedures. Work as a team with other tellers to complete daily tasks, demonstrating respect and professionalism, being prompt, and minimizing unplanned absences. Provide high levels of service to our internal colleagues with the understanding that our levels of internal service directly impact the service we can provide to our external customers. Be flexible and accepting of changes in schedule, assignments, responsibilities or hours worked. Perform branch capture functions as instructed by supervisor. (40%)

Business/Customer Development: Using a service centered approach, assist the bank in developing its customer base and product distribution by identifying customer needs andreferring them to the appropriate person or product (or addressing need when appropriate). Meet and/or exceed established referral expectations. (10%)

Build Strong Communities: Actively involved in identifying the needs of the businesses and the families in their community. Participate in community events, including staffing at least two events (art festivals, community celebrations, etc.) and participating in at least two community festivals (parades, bank-sponsored outreach events, etc.) per year. (5%)

Qualifications (Include Education and Experience): High School Diploma required, AA in Accounting or Business Administration a plus. Teller and/or personal banking experience required. Computer experience (MS Word, Excel, Outlook) and experience with banking related systems helpful. Great customer service skills and flexibility with schedule changes a must.

Job Type: Full-time

Pay: $19.50 - $21.50 per hour

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Tuition reimbursement
  • Vision insurance

Schedule:

  • 8 hour shift
  • Day shift
  • Weekends as needed

Experience:

  • Teller or Banking: 2 years (Required)

Work Location: In person

Salary : $20 - $22

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