Customer Service Rep (58785)

First State Community Bank; Farmington (MO); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Competitive pay and benefits package

401(k) with employer match

Supportive work environment

Job summary

First State Community Bank in Farmington is seeking a dedicated Customer Service Representative to support our wealth management clients. The role involves executing financial transactions, maintaining records, and providing exceptional customer service.

The ideal candidate will have excellent communication skills, be proficient in Microsoft Office, and demonstrate strong organizational abilities. A commitment to teamwork and a desire to help customers are essential in this full-time position.

Qualifications

• Excellent communication skills; both written and verbal.
• Ability to multi-task in a busy environment.
• Strong organizational and time management skills.

Responsibilities

• Execute financial transactions efficiently and accurately.
• Serve as the first point of contact for customers.
• Maintain financial or account records.

Skills

Communication skills

Multi-tasking

Organizational skills

Proficient in Microsoft Office

Job description

Job Details

Location: Farmington, FSFM - Farmington, MO 63640. Position Type: Full Time. Job Category: Finance. Customer Service Rep.

Make a Positive Impact

Are you ready to launch your career in the world of investing and wealth management? First State Financial Management is looking for a dynamic, highly organized and detail‑oriented individual for a Customer Service Rep to serve as the first point of contact for our wealth management clients and advisors.

Job Responsibilities in Accordance with Our Corporate Values

Professionalism

• Execute financial transactions efficiently and accurately
• Work with internal and external partners to problem solve
• Strong communication skills; phone, written and in‑person
• Serve as the first point of contact for customers with an eagerness to understand their needs
• Knowledge of principles and processes for providing exceptional customer service

Accountability

• Maintain financial or account records
• Accurately and efficiently enter stock and bond market trades
• Open and manage account processing and coding with accuracy
• Support assigned advisors with all trading activities
• The ability to work effectively in a team environment
• Demonstrate integrity, resilience and ethical behavior

Initiative

• Verify the accuracy of financial or transactional data
• Prepare documentation for contracts, transactions and regulatory compliance
• Have a proactive approach and follow through on outstanding items with minimal supervision
• Provide follow‑up and update clients and advisors on issues
• Be a critical thinker who will trouble‑shoot problems and anticipate needs

Adaptability

• Stay updated and informed on changing policies, procedures and industry trends
• Willingness to assist with all clerical office duties such as answering phones and preparing mailings
• Open to all types of change and considerable variety in the workplace

*Key responsibilities of the role

What You Can Expect

• Competitive pay and benefits package – variable compensation program based on team performance
• 401(k) with generous employer match benefit
• Helpful, qualified, and available leadership
• A caring, stable work environment

Qualifications

• Excellent communication skills; both written and verbal
• Ability to multi‑task
• Organizational and time management skills
• Strong desire to help people
• Proficient in Microsoft Office – Excel, Word, Outlook

Being a First Stater…

Being a First Stater means that you roll up your sleeves and dig in. It means you work hard and do your best. It means you enjoy learning new skills and are always eager to improve. It means you help the team by being a great teammate. It means you are passionate about making a difference in the lives of our customers and our communities. It means you consistently find new ways to improve our organization.

Do you have what it takes to be a First Stater?

Make a Difference – Apply Now!

First State Bancshares, Inc, is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.