Financial Services Rep: Relationship‑Driven Banking

F And M Trust; Mont Alto (Franklin County); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Life Insurance

Disability Insurance

Paid Time Off

Holidays

Educational Assistance

Job summary

F&M Trust in Mont Alto, PA is seeking a Financial Services Representative to welcome customers, process transactions, and identify financial needs. You will build relationships through conversations and recommend banking solutions that help customers reach their financial goals.

You will also support branch growth through referrals, ensure accurate cash handling, and comply with bank policies while delivering exceptional service in a team-oriented environment.

Qualifications

• Required: high school diploma or equivalent; excellent customer service and interpersonal skills; ability to manage multiple priorities with accuracy; strong communication and problem-solving abilities.
• Preferred: cash handling experience; retail, hospitality, sales, or customer service experience; experience meeting performance goals or referral objectives.

Responsibilities

• Welcome customers and deliver an outstanding branch experience
• Process a variety of banking transactions accurately and efficiently
• Assist customers with account inquiries and service requests
• Build relationships through meaningful customer conversations
• Identify customer needs and recommend appropriate banking products and services
• Support branch growth through referrals and customer education
• Maintain cash handling accuracy and balancing standards
• Adhere to all bank policies, procedures, and regulatory requirements
• Collaborate with branch teammates to achieve service and business goals

Skills

Customer service

Communication

Multitasking

Team player

Education

High school diploma or equivalent

Job description

F&M Trust in Mont Alto, PA is seeking a Financial Services Representative to welcome customers, process transactions, and identify financial needs. You will build relationships through conversations and recommend banking solutions that help customers reach their financial goals.

You will also support branch growth through referrals, ensure accurate cash handling, and comply with bank policies while delivering exceptional service in a team-oriented environment.