CSR Trainee

Farmers & Merchants Bank

Posted 3 months ago

Full Time

Beaver Crossing, Nebraska

In Person

Smart Summary

Responsibilities

Provide essential account services including deposits, withdrawals, and loan payments while maintaining security functions. Actively cross-sell bank products and services to meet customer needs and expectations.

Qualifications

You will provide account services to customers by receiving deposits, loan payments, and handling withdrawals. You will answer customer inquiries both in person and over the phone, cross-sell bank products, and perform bank operations and security functions. This role requires the ability to interact vocally with others and handle cash for extended periods.

Must Have Skills for ATS

Cash handling

Bank Secrecy Act

Customer service

Sales

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 offers competitive wages and benefits, including paid time off, a desirable daytime work schedule, and 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.  

Farmers & Merchants Bank

Our Farmers & Merchants family supports our communities through not only monetary donations but countless volunteer efforts. Many times our team members not only serve on committees but take leadership roles to help enact change. We are active in the communities we serve and are passionate about our team members and our customers. We remain a locally owned and operated bank. This unique feature allows us to make loan decisions right here. That’s right – loan decisions are made quickly by us – not a suit in a boardroom. This means money stays in the community, and you will deal with our friendly staff, not with someone you don’t know. Relationships mean everything to us. We focus on community, local business, and most of all, you. Member FDIC. EHL.
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