Position Summary: Perform all assigned client service and operational functions as shown on the retail training checklist. Provide competent and courteous service to current and prospective clients

Primary Accountabilities and Responsibilities: (95%)

Accountability 1: (60%) Clients Service

• Greet clients by name in a friendly, courteous and professional manner.
• Maintain confidentiality of customer and bank information
• Understand Personal and Business Deposit bank products and services to readily answer basic account questions to assist bank customers.
• Communicate effectively with clients to identify needs and then utilize skills and tools to refer clients to the appropriate personnel for deposit accounts, loans, investments, insurance and

cash management services.

• Assist clients with digital and e Banking products including telebanking, online banking and mobile banking products
• Communicate effectively with colleagues in all departments to collaboratively provide an outstanding client service
• Solve client complaints to the client's satisfaction within BankIowa's guidelines
• Process client's transaction requests accurately in compliance with established Best Practices
• Utilize telephone etiquette techniques to professionally handle clients calls
• Complete all specific client care duties as detailed on the CSR training checklist

Accountability 2: (35%)

• Complete all Operational Duties as listed on the CSR training checklist
• Contribute to maintaining the professional appearance of bank premises and work areas
• Follow bank policies and procedures for compliance relative to the functions of the position. Employee will also be responsible for completing applicable annual compliance training as required by compliance laws, regulations and bank policy
• Comprehend and comply with all pertinent Bank Secrecy/OFAC/CIP policies and procedures. Complete annual training. Maintain awareness of customer expected and unexpected transaction habits. Report all anomalies to Bank Secrecy Act Officer.