Bankers Trust Company logo

Receptionist / Administrative Assistant - BT Army Post

Job Overview

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Employment Type

Part-time
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Compensation

Hourly
Range $16.00 - $20.25
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Work Schedule

Standard Hours
Weekend Shifts
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Benefits

Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Employee Development Programs
Employee Discounts
community engagement programs

Job Description

Bankers Trust is a well-established financial institution known for its strong community focus and dedication to creating a premier workplace environment for its employees. The company has a notable reputation for fostering an inclusive culture where team members feel valued and engaged. Bankers Trust’s dedication to employee satisfaction is reflected in their consistently high results in employee engagement surveys conducted biennially. The bank has also received multiple recognitions, underlining its commitment to corporate social responsibility and inclusivity. These accolades include being named a "Best Place for Working Parents®," winning the Greater Des Moines Partnership’s Inclusion Award four times, and being voted one of the "Best Businesses Supporting Local Charity" by readers of the Business Record.

Bankers Trust operates as a community-centered banking institution that prioritizes meaningful work, community engagement, competitive benefits, and employee development. As part of their ongoing efforts to provide exceptional customer service and maintain operational excellence, they are seeking a Retail Receptionist/Admin Assistant to join their retail banking team on a part-time casual basis, averaging 20 hours per week. This role will be onsite, offering a hybrid eligibility but with an expectation to work primarily at the branch location. The position provides a vital frontline role in greeting clients and visitors, directing them effectively, and supporting retail branch operations. Pay for this position ranges from $20.00 to $23.00 per hour, with eligibility for participation in the company’s annual bonus program and potential additional incentives or commissions.

The Retail Receptionist/Admin Assistant role is multifaceted and requires a friendly yet professional demeanor, strong organizational skills, and the ability to manage various administrative and customer service duties simultaneously. Key duties include welcoming visitors in person and over the phone, managing security procedures such as issuing visitor badges, and supporting compliance activities. Moreover, this position entails assisting customers with product information and service referrals, handling daily administrative tasks like sorting mail, preparing client orders, and maintaining logs. The role also supports branch events, team workflows, and occasionally backs up Consumer Services Representatives (CSRs) and the Call Center by managing transactional and customer service inquiries.

Candidates should expect a dynamic work environment where flexibility and teamwork are important as the receptionist/admin assistant may undertake additional responsibilities such as scheduling meetings, assisting with branch audits, and supporting multiple departments within the branch. Bankers Trust values candidates who are proactive, have excellent customer interaction skills, and demonstrate the ability to work effectively under pressure while maintaining a high level of service and compliance. This position is ideal for individuals who enjoy engagement in a community-focused banking setting and who aspire to develop their skills in the financial services industry while contributing positively to the bank’s success.

Job Requirements

  • High school diploma or GED preferred
  • At least one year of experience in a customer service-oriented environment required
  • Notary Public required or must be obtained within 60 days of hire
  • Experience scheduling meetings and updating calendars desired
  • Prior experience as a receptionist or in an office environment preferred
  • Ability to contribute positively as part of a team
  • Knowledge of bank deposit products and policies preferred
  • Basic knowledge of digital banking, bank loans, trust and investment products preferred
  • Ability to deal effectively with customers and employees at all levels
  • Demonstrated sales abilities
  • Account balancing skills
  • Flexibility regarding scheduling
  • Friendly and professional demeanor with strong customer relationship skills
  • Ability to handle confrontational situations professionally and work well under pressure
  • Ability to make quick decisions regarding transactions balancing service satisfaction and bank risk
  • Ability to work cohesively in a team environment
  • Ability to use electronic resources

Job Qualifications

  • High school diploma or GED preferred
  • At least one year of experience in a customer service-oriented environment required
  • Notary Public certification required or must be obtained within 60 days of hire
  • Experience scheduling meetings and updating calendars desired
  • Prior receptionist or office environment experience preferred
  • Knowledge of bank deposit products and policies preferred
  • Basic knowledge of digital banking, loans, trust and investment products preferred
  • Strong customer relationship building skills
  • Demonstrated sales abilities
  • Ability to handle confrontational situations professionally
  • Account balancing skills
  • Flexibility regarding scheduling
  • Ability to work well in a team environment
  • Ability to use electronic resources

Job Duties

  • Welcomes visitors by greeting them in person or on the telephone and answering or referring inquiries to appropriate personnel
  • Maintains security by following procedures, monitoring logs, issuing visitor badges, assisting with dual control and completing compliance tests
  • Directs visitors to the correct area by understanding the bank's different divisions, products and services
  • Identifies needs and utilizes product knowledge to recommend product solutions and offer referrals to investment teams
  • Maintains a safe and clean reception area by complying with procedures and monitoring sensitive material disposal
  • Performs daily administrative tasks including preparing client check orders, sorting mail, processing address changes, issuing debit and gift cards, notarizing documents and printing statements
  • Assists with duties related to safe deposit boxes such as closing boxes, completing audits and following procedures
  • Assists in coordinating workflow and supports troubleshooting for digital banking and transactional disputes
  • Adheres to customer service and sales ethics standards
  • Orders and monitors supplies and coordinates vendor services
  • Supports branch reporting and events and manages correspondence and scheduling
  • Acts as backup for Consumer Services Representative platform and Call Center
  • Provides support to other branch departments with package handling and filing
  • Performs other duties as assigned

Job Criteria

Experience

Mid Level (3-7 years)


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