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Financial Services Representative I

Location: Dubuque, Iowa
Department: Kennedy Road
Posted: 02-27-2019
Location Name: American Trust & Savings Bank- Dubuque
Wage: Depends on Experience
Position Type: Full-time


Provide exceptional client service in a professional manner to all prospects and clients, by accurately processing a variety of transactions and displaying knowledge of deposit solutions by actively seeking out opportunities to address a client’s financial need.

Position involves the ability to perform the following:

  1. Demonstrates principles of the client service program of the Bank, “The Client Circle,” by consistently providing an excellent client experience to all prospects and clients of the Bank.


  2. Responsible for knowing and adhering to all applicable Retail Division policies, procedures and training requirements.


3.Demonstrates an understanding of all compliance requirements related to this position including, but not limited to, the following federal regulations; Bank Secrecy Act, Privacy Act, Bank Security, Community Reinvestment Act, Regulation CC, Regulation D, Regulation DD and Regulation E.


  1. Diligently serves clients and the general public through a variety of transactions:

    1. Properly identifies a client prior to releasing account related information.

    2. Completes commercial and personal deposit transactions by accurately verifying cash and endorsements and issuing appropriate receipts.

    3. Accepts checks for cashing, within limits of authority, prepares change orders for clients and pays account withdrawals.

    4. Receives loan, tax, and other payments; issues client receipts.

    5. Sells bank money orders, cashier checks, and travelers’ checks and collects any fees due.


  2. Promotes and explains applicable deposit solutions to clients and opens basic new accounts using platform software ( i.e. checking, savings and certificates of deposit).

    1. Determines through the interview process, which bank solutions are appropriate for the client.

    2. Performs all new account opening and maintenance in compliance with all current regulations, Bank policies and Bank procedures.

    3. Prepares the necessary paperwork for opening of new accounts accurately and thoroughly.

    4. Responds to client’s inquiries and researches questions and concerns for the client.

    5. Meets and/or exceeds personal sales solution goals.


  3. Performs other various assignments related to the daily operation of the office.

    1. Prepares daily proof runs using branch capture process.

    2. Prepares daily office settlement report and end of day proof.

    3. Assists in the opening and closing of the office.


  4. Refers clients to other Bank solutions as necessary.


  5. Performs other duties required or assigned in support of Bank’s Retail Division goals and objectives.


Skills & Abilities:

Ability to operate personal computer computerized teller system, sales platform processing, passbook printer, currency and coin counting machine, scanner, calculator, photo copy and fax machine.  Ability to work with necessary Microsoft Office applications and all other applicable software related to this position.

Minimum Level of Education/Experience:

Equivalent of high school graduation.

Position is rated for Medium Work (up to 50 lbs. occasionally).

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