CBI Bank & Trust
The Financial Services Associate serves as the primary point of contact for clients, delivering friendly and efficient service while assisting with routine banking transactions. This role involves promoting financial products, helping customers achieve their financial goals, and ensuring compliance with bank policies and security protocols. The position requires maintaining accurate cash drawers, resolving basic client inquiries, and supporting overall branch operations.
Find the banking, lending and wealth management services you need near you in Eastern Iowa, West/Central Illinois, Quad Cities, and Stateline Wisconsin.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CBI Bank & Trust.
CBI Bank & Trust didn’t post a salary, so this is our estimate from similar listings.
20% below the average for this role