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Receptionist / Administrative Assistant - BT Army Post
Job Overview
Employment Type
Part-time
Compensation
Hourly
Range $20.00 - $23.00
Work Schedule
Standard Hours
Weekend Shifts
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Employee Discounts
Professional Development
bonus program
Job Description
Bankers Trust is a well-established financial institution dedicated to providing exemplary service to its community through a culture that emphasizes inclusiveness, community engagement, and meaningful work. Recognized as a "Best Place for Working Parents," a multiple-time recipient of the Greater Des Moines Partnership's Inclusion Award, and acknowledged as one of the "Best Businesses Supporting Local Charity," Bankers Trust is committed to fostering a premier workplace environment. The company thrives on its commitment to employee development, competitive benefits, and a workplace culture that champions ethical sales practices, customer excellence, and teamwork. The institution values feedback, as evidenced by its regular employee... Show More
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
Job Qualifications
- 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
- knowledge of bank deposit products and policies or related financial experience is preferred
- basic knowledge of digital banking, bank loan, trust and investment products is preferred
- 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
- able to contribute positively as part of a team, helping out with various tasks as required
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
- 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
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