Client Operations Associate

Posted July 29, 2019

Job Description
Processes client transactions in an efficient and accurate manner.  Work with clients on day-to-day banking activities.  Assist Bank Management on a project-by-project basis.  

 

Primary Responsibilities

  • Handles client requests for account related transactions such as: deposits, withdrawals, transfers, wires, stop payments, inquiries, debit cards, etc.
  • Originate consumer and business deposit accounts such as checking, savings and certificates of deposit and assume responsibility for all documentation associated with the account opening process. Answer questions and assist with the application process
  • Builds relationships with clients, and probes areas of need in an effort to improve client services 
  • Responds to telephone requests and assists clients in resolving issues
  • Balance daily settlement with Fed and correspondent bank
  • Maintains backup paperwork and mail correspondence as required
  • Balances cash drawer, and/or vault
  • Allows customers access to safe deposit boxes

 

General Administrative Duties

  • Assist Bank Management on a project-by-project basis
  • Maintains supplies, performs filing and check orders as required
  • Perform all other duties as assigned

 

Requirements

  • High school diploma or equivalent with some banking experience required
  • One to two years experience serving the public, preferably as a bank teller or closely related cash handling position
  • Excellent interpersonal skills, accuracy with numbers and attention to detail essential
  • Knowledge of ITI Core system is preferred but not necessary

 

Please send your resumes to matt@bankwithvision.com

7900 International Drive, Suite 685,

Bloomington, MN 55425

Phone: 651.687.9080

Fax: 651.687.9387

info@icbm.org

© 2018 ICBM. All Rights Reserved.

A proud state affiliate of the