IBC Bank

Investment Services Specialist

Laredo, TX · Full-time

Sponsorship not specifiedDetected 9 days ago

Vendor ManagementCustomer SupportLeadershipCommunicationPublic SpeakingMicrosoft Office

About the role

IBC Investment Services (IBCIS) Program offers investment planning assistance and products that help IBC Bank customers plan for their financial goals and the future.
The Specialist verifies program revenue and facilitates bank interaction between the third-party vendor and bank employees.
The Specialist provides this service with a "we do more" attitude.

The IBC Investment Services Specialist (Specialist) is responsible for providing support services to IBCIS.
Deliver the IBC Experience by providing prompt, efficient and friendly customer service.
Compile and maintain support information necessary for program audits.

Demonstrated ability to exercise discretion and confidentiality - he / she will work with important customer information.
Duties must be carried out accurately and efficiently in a fast-paced environment and in accordance with program policies and procedures.
They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents.

Able to find solutions through critical thinking.
Report making and data extraction skills.
Excellent customer service skills.
Strong written and oral communication skills in English.
Able to process transactions accurately and efficiently.
Proficient in computer skills and knowledgeable in Microsoft Office and its applications, in particular Word, PowerPoint, and Excel.
Basic math skills and ability to use calculator functions.
Careful attention to detail.
High School graduate or GED equivalent.
Prior sales or office work experience a plus.

Create and maintain database information critical to preparing various monthly and annual reports.

IBC Bank successes are the result of an aggressive and innovative attitude.
The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities.
IBC bank hires talented, creative and dedicated individuals to help our business succeed.
We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence.
We are currently seeking to fill positions across all business segments.
IBC's focus is to be customer centric and strive to provide excellent customer experience.
Support the employee-based Licensed Bank Employee Program to create opportunities for both bank employees and customers.

This listing is sourced directly from IBC Bank's careers page and normalized into a canonical job model.