Career Details

Client Services Associate

  • Job Type: Full-Time
  • Location: Downtown Muscatine Banking Center

Job Description:

General accountabilities of position:

Perform a wide-range of daily tasks which include, but are not limited to: Reviewing reports for accuracy; processing and balancing various transactions; verification and check-back of work performed by others; completing maintenance, research, disputes, charge-backs, returns, etc.  Assists with the majority of incoming customer calls – providing customers with exceptional customer service, as well as answers and solutions to their questions and financial needs. Resource for internal customers – providing support and answers to employees as they assist their external customers. Performs corrections as needed for end of year tax records. Reviews end of the year deposit tax notices prior to mailing and assists customers with questions on their deposit tax notices. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance programs. Communicates with the department managers and appropriate staff personnel to bring awareness to any concerns, trends, customer issues, etc. that need to be discussed, researched and explored. Provides periodic reports to the Client Services Manager and other groups as required throughout the bank.

Skills/education/experience required:

Associate’s degree (AA) or equivalent from a two year college or technical school; or two or more years of related experience and/or training; or the equivalent combination of education and experience preferred.

Eligibility factors:

Candidate must have exceptional oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, understand procedures, write correspondence, and speak clearly to customers and employees. Possess a working knowledge of Microsoft Word and Excel. In addition must be self- motivated, a good problem solver and detail oriented.

We offer a competitive salary as well as an excellent benefits package.

If you wish to be part of a dynamic and growing banking organization, we would like to hear from YOU!

You may complete an on-line application at:  www.cbibanks.com.  Or, you may submit a cover letter, resume and salary history to:

CBI Bank & Trust

Attn:  Human Resources

301 Iowa Avenue

Muscatine, IA  52761

Equal Opportunity Employer:  Minorities, Women, Veterans, Disabilities

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin.  We are also an equal opportunity employer of individuals with disabilities and protected veterans.


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