Bankers Trust logo

Receptionist / Administrative Assistant - BT Army Post

Job Overview

briefcase

Employment Type

Part-time
moneybag

Compensation

Hourly
Range $20.00 - $23.00
clock

Work Schedule

Day Shifts
Weekend Shifts
diamond

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Paid Time Off
Retirement Plan
Employee Discounts
Employee Development Programs

Job Description

Bankers Trust is a highly respected financial institution renowned for fostering an inclusive and community-oriented culture. Recognized for its exemplary workplace environment, the bank has earned various accolades including being named a "Best Place for Working Parents" and receiving multiple Inclusion Awards from the Greater Des Moines Partnership. The organization is also recognized for its commitment to social responsibility, having been acknowledged as one of the "Best Businesses Supporting Local Charity." Through consistent employee engagement and a focus on employee development, Bankers Trust creates a supportive and rewarding workplace that balances the needs of its employees with those of the community it serves.\n\nThe role of Retail Receptionist/Admin Assistant at Bankers Trust is a part-time casual position averaging 20 hours per week. This dynamic role is crucial in managing front-line interactions at the bank’s retail branches, providing excellent customer service and administrative support. As the first point of contact for clients and visitors, the Retail Receptionist/Admin Assistant ensures a welcoming and efficient experience by greeting guests, answering inquiries, and directing clients to the appropriate department personnel. The position requires a blend of interpersonal skills, administrative competence, and financial knowledge. Responsibilities include answering phones, taking messages, sorting and distributing mail, and occasionally backing up consumer services representatives or the call center. The role also involves routine banking tasks such as preparing client check orders, processing address and phone number changes, issuing cards, and notarizing documents.\n\nAdditionally, the Retail Receptionist/Admin Assistant will support branch operations by maintaining security procedures, assisting with safe deposit boxes, coordinating workflow, troubleshooting digital banking issues, and facilitating transactional disputes. The position demands a professional demeanor, adaptability to varied tasks, and the ability to handle sensitive financial operations efficiently. This role offers a unique opportunity to work in a team-focused environment within a reputable bank, where each day brings diverse responsibilities and the chance to enhance one’s knowledge of banking products and services. The hiring salary range is $20.00 to $23.00 per hour, with the possibility of participating in annual bonus programs and other incentives. The position requires onsite presence, with a work schedule that may include Saturday mornings to accommodate branch needs.

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 obtain within 60 days of hire
  • Experience scheduling meetings and updating calendars desired
  • Prior experience as a receptionist or in an office environment preferred

Job Qualifications

  • High school diploma or GED preferred
  • Customer service experience of at least one year
  • Ability to contribute positively as part of a team
  • Knowledge of bank deposit products and policies or related financial experience preferred
  • Basic knowledge of digital banking, bank loan, trust and investment products preferred
  • Ability to deal effectively with customers and employees at all levels of the bank organization
  • Demonstrated sales abilities
  • Account balancing skills
  • Flexibility regarding scheduling
  • Friendly, professional demeanor with strong customer relationship building skills
  • Ability to handle confrontational situations professionally and work well under pressure
  • Ability to make quick decisions regarding transactions weighing service satisfaction with bank risk
  • Ability to be cohesive and work 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, assisting with QBIC, and completing annual compliance tests
  • Directs visitors to the correct area by maintaining an understanding of the bank's different divisions, products and services
  • Identifies needs and utilizes product knowledge to recommend product solutions to the client
  • quote interest rates/APY on CDs and offer referrals to the investment team
  • Maintains a safe and clean reception area by complying with procedures, rules and regulations
  • monitor and dispose of shred in the safe deposit box and lobby
  • Performs daily tasks efficiently and courteously, which includes preparing client check orders, sorting and distributing mail, processing address and phone number changes, issuing debit and gift cards, notarizing documents, printing statements, assisting with branch capture, verifying account balances, processing returned mail, and maintaining logs
  • Assists with duties related to safe deposit boxes, such as closing boxes, completing audits, following up on past due boxes, following procedures for tagging, and drilling boxes
  • Assists team members in allocating and coordinating workflow
  • Assists with troubleshooting mobile and internet banking questions from customers
  • Assists customers with transactional disputes on ACH, debit cards or credit cards
  • Follows the Customer Service Excellence Agreement and Sales Ethics Roadmap
  • Orders and monitors supplies, reviews invoices for discrepancies and forwards to Accounts Payable, reports mechanical service issues and works with vendor appointments
  • Contributes to the team effort by accomplishing related results as needed and prioritizing work to meet deadlines
  • Pulls Branch reports from Currency and identifies action steps required and notifies bankers
  • Executes branch events for customers and other projects as requested by manager, including assistance with RFP packets
  • Prepares correspondence and memos, keeps lobby materials stocked and organizes bulletin board, prints and distributes updated CD rates, and ensures branch announcements/notices are accurate
  • Assists with materials for various committee and board meetings, schedules meetings as requested and follows up with Outlook calendar reminders and/or phone calls, and manages conference room schedule
  • Assists with schedules and lunch schedules to ensure coverage
  • Cleans and refills coffee machine, ensures lobby doors are open on time and lobby is ready for traffic including turning on TV/Visix
  • Assists with month end reporting and audits such as reviewing logs, sending signature medallion log, and foreign currency
  • Acts as backup for CSR platform by handling the following customer transactions efficiently: cashing checks, accepting deposits, processing withdrawals, transfers, loan payments, cashier's checks, performing cash advances, and assisting with branch capture, etc.
  • Acts as a backup to our Customer Service Call Center by taking calls, answering questions, fielding inquiries, and transferring calls to correct department
  • Provides support to the other departments in the Branch (if applicable) by greeting their customers, signing for and distributing Fed Ex & UPS packages, signing for abstracts & other documents, and some filing duties
  • Performs other duties as assigned

Job Criteria

Experience

Mid Level (3-7 years)


Job Location

Your Profile Is Visible To Hiring Managers Across OysterLink.

We'll match you with best jobs

Get job offers faster

Business woman
Business man
Search For More Opportunities:

How Candidates Get Hired Faster

Apply to 2–3 similar roles

Complete profile & get best matches

Check new opportunities daily

Woman chef
Man chef