2-5

Universal Banker

3/6/2026

This role involves providing quality customer service by greeting clients, assessing their needs, and making outbound sales calls while advising on various accounts and financial services. Key duties include managing all account types, processing transactions, solving customer issues, achieving sales goals, cross-selling, and performing teller functions.

Working Hours

40 hours/week

Company Size

201-500 employees

Language

English

Visa Sponsorship

About The Company

CBI Bank & Trust, based in Muscatine, Iowa, serves approximately 50,000 consumers and businesses through 24 branches, with locations in Bettendorf, Buffalo, Coralville, Davenport, Kalona, Muscatine, Walcott, Washington, and Wilton in Iowa, and Brimfield, Buffalo Prairie, Galesburg, Joy, Moline, Monmouth, Peoria, and Roscoe in Illinois, and Beloit, Wisconsin. Total bank assets exceed $1.6 billion. In terms of size, this makes CBI Bank & Trust one of the largest locally based banks in our market area and places the bank in the top 10-15% of Iowa banks. In addition, the bank’s Trust and Investment divisions manage combined client assets of over $1.4 billion. Specific areas of expertise include Commercial/Business Banking, Ag Banking, Trust and Investments, and Retail/Consumer Banking including mortgage lending.

About the Role

Description

GENERAL DESCRIPTION:

Provides quality customer service by greeting customers, ascertaining needs and making outbound sales calls. Advises customers in their selection of various accounts and financial services. Duties including opening, maintaining and closing of all account types, processing deposit and loan transactions as needed, solving customer problems, achieving personal, office sales, and service goals, cross-selling and referring business to other areas, onboarding new customers, and taking consumer loan applications. Completes thorough sales tracking. Performs teller duties.

Requirements

Eligibility factors:

Candidate must be self-motivated and a good problem solver
Must be detailed oriented and enjoy working with people by phone and occasionally in person
Demonstrates helpful and friendly service
Must have a satisfactory record of work performance adhering to all Bank Policies and Procedures
Must have the ability to work a flexible work schedule
Attend meetings before and after business hours
Must have a satisfactory record of work performance adhering to all Bank Policies and Procedures.

Skills/education/experience required:

Minimum of 2 years banking, sales or service experience required
Basic knowledge of related state and federal laws and regulations and other bank operational policies and procedures
Proficient use of various software systems, including Word, Excel, Outlook and other bank-related systems

Key Skills

Customer ServiceSales CallsAccount OpeningTransaction ProcessingProblem SolvingCross-sellingReferring BusinessOnboardingLoan ApplicationsSales TrackingTeller DutiesSelf-MotivatedDetail OrientedSoftware ProficiencyPolicy Adherence