What are the responsibilities and job description for the Retail Receptionist/Admin. Assistant - BT- North position at Bankers Trust?
Job Brief
Provides a critical customer relationship role and key administrative support for our North Retail branch.
There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in class results through our biennial employee engagement survey. We’re also proud to receive recognition from others, including our designation as a “Best Place for Working Parents®,” being a four-time recipient of the Greater Des Moines Partnership’s Inclusion Award, and being named one of the “Best Businesses Supporting Local Charity” by readers of the Business Record.
Primary Functions and Responsibilities:
This position provides a critical customer relationship role and key administrative support for our North Retail branch location here in Des Moines. This is a full-time position averaging 40 hours per week. In addition to salary, this position would be eligible for all Bankers Trust benefits (health benefits, 401k, Paid time off, etc.) and an annual incentive/bonus.
ESSENTIAL RESPONSIBILITIES:
Customer relationship role includes:
- Greet and direct clients who are calling or coming to the bank.
- Allow access to Safe Box for clients and maintain all rental records.
- Contact customers regarding card and online banking concerns.
- Provide direct support to customers, including support in answering account questions, printing statements, issuing counter checks, quoting rates, verifying funds, notarizing documents, issuing debit/gift cards, etc.
- Make referrals of bank products based on customer inquiries.
- Organize and execute branch events for customers.
- Ensure lobby is ready for customers, including stocking & organization of all lobby materials.
Administrative support role includes:
- Order and manage branch office supplies.
- Report mechanical service issues and work directly with vendors for resolution.
- Generate branch reports, identify action steps required and notify bankers.
- File month-end branch reports and manage retention of records.
- Maintain key inventory.
- Keep the branch performance/success boards up to date.
- Review past due loan activity and notify bankers.
- Distribute interoffice and postal mail.
- Post all branch signage (e.g. holiday schedule, current rate sheets, etc.)
- Monitor lunch and employee/branch coverage schedules.
- Distribute and post current rate sheets.
- Process returned mail.
EDUCATION/EXPERIENCE:
- High School Diploma or equivalent
- One or more years customer service-oriented environment
- Scheduling experience desired
REQUIRED SKILLS:
- Some banking or other related financial experience desired
- Understanding of investments and banking operations
- Ability to deal effectively with customers and all levels of the bank organization
- Communication, organizational and problem solving skills
- Iowa Notary license required within 60 days
WORK SCHEDULE: Monday through Friday hours will vary between 7:45 a.m. - 5:45 p.m.
AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER
“PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”
