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Financial Services Associate I

3/23/2026

The associate will be responsible for processing customer transactions accurately and promptly while adhering to all established bank regulations and procedures. This role also involves assisting customers both in person and over the phone.

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:

Will process customer transactions in a timely, accurate manner, adhering to established Bank regulations, policies and procedures. Will assist customers on the phone and in person. .

KEY ACCOUNTABILITIES:

Candidate must be self-motivated with the ability to offer our banking products and services to prospects
Candidate will possess the ability to develop strong customer relationships.
Must be organized, detail-oriented and accurate; possess good oral communications skills and grammar; be professional in appearance, pleasant, courteous, and a good listener.
Be able to initiate the HPG sales process when asked about accounts

Requirements

Skills/education/experience required:

Must have the ability to work a flexible work schedule.
Must have a satisfactory record of work performance and adherence to all Bank Policies and Procedures.
This position will float to all banking centers as needed.
Post high school education/one year in banking or related field preferred.

Key Skills

Customer TransactionsBank RegulationsSelf-MotivatedProduct OfferingRelationship DevelopmentOrganizationDetail-OrientedAccuracyOral CommunicationProfessional AppearanceCourtesyListening SkillsSales Process Initiation