Financial Services Associate I
CBI Bank & Trust
Job Description
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
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.
Vacancy posted 11 days ago
Similar jobs that could be interesting for youBased on the Financial Services Associate I in Davenport, IA vacancy
- ...The Harrington District – Northwestern Mutual, we believe great financial advisors come from a variety of backgrounds. Whether you've... ...Founded in 1857, Northwestern Mutual is a FORTUNE 500® financial services company serving more than 5 million clients nationwide. As a...SuggestedFor contractorsInternshipWork at officeFlexible hours
$76k - $193k
...Northwestern Mutual, we've found that some of our most successful financial planners share a common background: they're former athletes,... ...in college athletics, professional sports, coaching, military service, recreational competition, sales, education, or another performance...SuggestedFor contractorsInternshipWork at officeLocal areaFlexible hours- ...Financial Advisor We are seeking a local professional to join our team as an additional Financial Advisor. Job Responsibilities... ...tools, technology, and resources as prescribed by our Brokerage Services, Inc., and the Credit Union. 6. Adhere to all FINRA and...SuggestedWork experience placementWork at officeLocal area
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where... ...Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis...SuggestedFull timeContract workFor contractorsWork at office- ...navigating challenges and striving for excellence both in your military service and civilian career? The Harrington District - Northwestern... ...Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we...SuggestedInternshipWork at officeWork from homeFlexible hours
$17 - $29.75 per hour
...relationships by delivering personalized financial advice and solutions. This role focuses... ...full range of Old National's products and services to support their financial goals. The... ...school diploma or equivalent required; associate or bachelor's degree preferred...Full time- ...or branch setting, while ensuring member service expectations are met. Requirements:... ...phone and digitally Understand members’ financial needs and recommend appropriate banking... ...High School Diploma or equivalent.?Associate degree in business, communication, or related...Work at office
- ...AnalystJoin Our Team as a Commercial Credit Analyst at IHMVCU! At IHMVCU, we're committed to delivering personalized, community-centered financial solutions that help our members achieve their goals. We believe in the power of relationships and the importance of making a...Live in
- ...lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you... ...approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors...Immediate startAfternoon shift
$60k - $100k
...Financial Representative State Farm Agent Team Member As a Financial Representative State Farm Agent Team Member with Gregg Hancock... ...identify customer needs, and market appropriate products and services. Build personal and trusted relationships with clients by connecting...For contractorsWork at office$17 - $29.75 per hour
...relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible... ..., Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating...Immediate start- Job Description Commercial Loan Officers, or Commercial Lenders, work to help business owners obtain funds needed to fund their businesses, purchase property, equipment, and more. Commercial Lending is more than cold-calling prospects and attending community meetings...
$20 per hour
...market. The successful candidate will be performing all customer service functions while maintaining positive relationships with... ...sales, application generation, and loan closing experience at a financial institution. ~Previous experience in understanding and explaining...Hourly payWork at office- ...strive to be Your Future, Your Solution to accelerate your career! PRIMARY FUNCTION This position exists to provide exceptional member service by greeting members, completing transactions, solving problems, and making referrals of products and services in an efficient,...Work at officeNight shift
- ...Job Description Job Description Student Financial Services Representative St. Ambrose University is hiring a Student Financial Services... ...Financial Services as needed Required Qualifications ~ Associate's degree ~3+ years customer service experience (higher...Casual workWork at office
$17.5 - $21 per hour
...Resources Department Phone (***) ***-**** Description The Teller is responsible for providing exceptional customer service, accurately processing financial transactions, and maintaining a high level of security and compliance. This role requires strong communication skills...Local areaShift work$16.54 - $22.67 per hour
...Client Services Associate At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people... ...professionals dedicated to helping customers achieve their financial goals. Triumph Financial, Inc. (NASDAQ: TFIN), is a...Hourly payPart timeLocal area$16.54 - $22.67 per hour
...Client Services AssociateAt TBK Bank, a subsidiary of Triumph, we're a team of passionate... ...dedicated to helping customers achieve their financial goals.Triumph Financial, Inc. (NASDAQ:... ...relationships? As a Client Services Associate, you'll be at the forefront of our commitment...Part timeLocal area$15 - $16 per hour
...Teller at IHMVCU! IHMVCU is dedicated to supporting our members' financial well-being by fostering engagement, creating alignment with... ...If you excel at connecting with people and providing superior service, your experience will be a great match, even if you're new to the...Work experience placementLive inLong distanceFlexible hours- ...be Your Future, Your Solution to accelerate your career! PRIMARY FUNCTION: This position exists to provide exceptional member service by greeting members, completing transactions, solving problems, and making referrals of products and services in an efficient,...Work at officeNight shift
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...Processor at IHMVCU ! We are committed to providing exceptional financial services to our members and community. We believe in fostering a... ...qualifications: High school diploma or equivalent required; Associate's or Bachelor's degree in Finance, Business, or related...Work at office
- ...We are a family-owned bank committed to providing exceptional service and innovative banking solutions while making a difference in the... ...from the rest. Our mission Our mission is to support the financial goals of individuals and businesses in the communities we call...Local area
$80k - $140k
...bank with local decision-making and hometown involvement. Dedicated to exceptional service and innovative banking solutions they help individuals and businesses achieve their financial goals while investing in the communities they call home. Their culture is grounded...Full timeLocal area- ...hospital-wide quality management program, collaborating with various stakeholders to monitor and enhance the quality of patient care services. Join a team that values collaboration, support, and inclusivity, and embark on a rewarding career close to home and close to your...Full timePart timeLocal areaFlexible hours
- ...processes for loans exceeding individual lender authorities. Credit Risk Assessment Analyze financial statements, tax returns, cash flow projections, debt service coverage, collateral valuations, and industry trends. Identify potential credit risks and recommend...Work at office2 days per week
- ...the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement... ...(3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers...Local areaMonday to Friday
- ...members to make a difference in their lives by working directly with each person to help them achieve their financial goals. Our staff provides excellent service to our members and builds long term relationships to make sure our members succeed in whatever those goals...Monday to FridayDay shift
- ...Job Description Job Description Description: Position Overview: The Financial Analyst is responsible for preparing and analyzing various weekly, monthly, and annual financial reports, including, but not limited to, reconciliation of investments, management of cash...
- Finance ManagerFinance ManagerJob AttributesEmployment Type: Not statedExperience Level: Not statedProfession / Job: Professional RoleQualificationsEducation: Not statedYears of Experience: Not statedCertifications: Not statedJob FeaturesShift: Not statedShift Length: ...Part time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Associate I. Be the first to apply!
Related searches
- one main financial Davenport, IA
- financial Davenport, IA
- senior financial analyst fp&a Davenport, IA
- financial sales Davenport, IA
- financial banking Davenport, IA
- financial fraud Davenport, IA
- emergent financial group Davenport, IA
- finance financial Davenport, IA
- financial engineer Davenport, IA
- financial institutions Davenport, IA




