CSR Trainee

Farmers & Merchants Bank NE; Superior (NE); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Competitive wages

Paid time off

Desirable daytime work schedule

Friendly work environment

Job summary

Farmers & Merchants Bank is seeking a Customer Service Representative Trainee to join our Nebraska team. The role involves providing account services, handling deposits and payments, and promoting bank products. You will interact with customers in person and through phone or email while upholding accuracy and confidentiality.

The position offers a friendly, daytime work environment with opportunities to learn and grow within a community-focused bank.

Qualifications

• Provide account services including deposits, loan payments, and cashier’s checks.
• Answer questions in person or by phone/email and refer to other Bank services.
• Cross-sell bank products by understanding customers’ needs.
• Handle transactions with accuracy and security per procedures.
• Maintain confidentiality and uphold attendance policies.

Responsibilities

• 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.
• Answer questions in person or by phone/email and refer customers to other bank services.
• Cross-sell bank products by addressing inquiries and introducing customers to other bank personnel.
• Maintain accurate data entry and follow security procedures for transactions.
• Assist with tasks and projects as assigned.

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.

• competitive wages and benefits, including paid time off
• a desirable daytime work schedule
• a comfortable and friendly work environment

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.