CSR Trainee

Job Description

Job Description

Farmers & Merchants Bank is a family owned, chartered institution with office locations in 12 communities in Nebraska, and about 100 employees. We have everything the bigger banks have - the newest technology, a suite of diverse products and services, and knowledgeable bankers - but with a hometown feel that's open, friendly, and welcoming.

The following is an outline of duties for a Customer Service Representative Trainee.

Essential Functions

· Provide account services to customers by receiving deposits, loan payments, cashing checks, handling withdrawals, recording night and mail deposits, selling cashier’s checks, money orders, safe deposit boxes and account offerings. Generally meets customers’ needs and expectations with other account services that present themselves.

· Answer questions in person, corresponding professionally on the telephone, mail, and/or e-mail and refers customers to other Bank services.

· Cross sells Bank products by answering inquiries, informing customers of new services and product promotions, ascertaining customer’s needs by insightful questions and perceptive recognition of customer’s circumstances, and by introducing customers to other Bank personnel for additional services.

· Performs Bank operations and security functions by properly inputting transactions, data for account set-up and maintenance. Handles cash drawer and vault transactions to manage cash levels. Participates in dual-control functions and running the image operation.

· Ability to vocally interact with others for extended periods of time.

· Ability to handle cash using physical repetition for extended periods of time.

· Complies with Bank operations and procedures, including the Bank Secrecy Act.

· Follows attendance policies in compliance with the employer handbook.

· Maintains customer confidence and protects Bank operations by keeping information confidential.

· Contributes to team effort by accomplishing related results as needed.

· Assist with tasks and projects as assigned.

Farmers & Merchants Bank is an Equal Opportunity employer. We give consideration to all applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.