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Bankers Trust PT Receptionist/Administrative Assistant BT-North in Des Moines, Iowa

PT Receptionist/Administrative Assistant BT-North

Location Des Moines, IA

# of openings 1

Apply Now (https://phh.tbe.taleo.net/phh03/ats/careers/v2/applyRequisition?org=BANKERSTRUST&cws=37&rid=844)

Job Brief

Provides a critical customer relationship role and key administrative support for our North Retail branch.

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 part-time position averaging 28 hours per week (standard part time schedule to be established with some flexibility on start and end times). 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.

  • Responsible for administration of Secure Lifestyles Club for qualifying customers.Review client lists, create packets for meetings, organize seminar locations, etc.

  • 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: Part Time: Avg. Hrs. /Wk.: 27-28 hours per week. Hours and days may vary between 8:00 a.m. to 3:30 p.m. Monday to Friday, and every Saturday 9:00 a.m. to Noon. You would have a day off during the week for working Saturday.

    AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER

    “PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”

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