Customer Service Representative Job at FIRST BANK AND TRUST COMPANY

FIRST BANK AND TRUST COMPANY Harrisonburg, VA 22801

The Customer Service Representative at First Bank and Trust are the primary contact for our customers. CSRs provide our customers with superior and quality customer service. The individuals promote the Bank’s products and services and provide customer referrals for new products and services on a daily basis.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Opens and processes all of the new account products and services within the bank.
  • Assists with operations oversight.
  • Ensures compliance with policies and procedures.
  • Provides clients with information on deposit accounts, rates, service changes, restrictions, financial services and other relevant account information.
  • Cross sells bank products and services and refers clients to other departments as appropriate.
  • Provides administrative support to branch office manager as requested.
  • Solicits, installs, and supports E-Commerce products and services.
  • Serves as teller when needed.
  • Other duties as assigned by supervisor.

MINIMUM EDUCATION AND EXPERIENCE:

  • High school diploma or equivalent - required.
  • Associate Degree - Accounting, Business, Finance, Communications and/or Marketing - preferred.
  • Three or more years of customer service experience - preferred.

MINIMUM SKILLS AND ABILITIES:

  • Strong listening, written and verbal communication skills
  • Excellent networking skills
  • Detail oriented and organized
  • Math and accounting skills
  • Microsoft Word and Excel

BENEFITS:

  • Medical, Dental and Vision Insurance
  • 401K/ESOP Plan
  • Life Insurance
  • Flexible Spending Accounts
  • Long Term Disability Insurance
  • AFLAC Group Policies (Accident, Hospital & Critical Illness)
  • AFLAC Individual Policies (Short Term Disability & Cancer)
  • Leave - Vacation, Sick, Marriage and Bereavement

COMPLIANCE: The employee has the responsibility to acquire and maintain the required knowledge of State and Federal Banking regulations and policies and those regulations and policies inherent to position requirements.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this Job, the employee is regularly required to talk and hear. The employee is frequently required to stand, walk and sit. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.

WORK ENVIRONMENT: Typical office environment

CONFIDENTIALITY: Confidential information concerning a customer, system, design, program or product unique to First Bank & Trust Company shall not be used for personal gain. Such information shall not be revealed to any person outside the Bank without the consent of the individual or organization involved or as otherwise permitted by law.


First Bank and Trust is an Equal Opportunity Employer
EOE/AA/M/F/Disabled/Veteran




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