Customer Service Representative-Staunton, VA

The Customer Service Representatives 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: 

• Greeting customers warmly and professionally, creating a welcoming atmosphere in the branch.
• Assisting customers with account openings, closures, and maintenance, ensuring accuracy and adherence to banking policies.
• Identifying customer financial needs through comprehensive profiling and active listening.
• Identifying opportunities to cross-sell bank products and services to customers.
• Resolving customer inquiries, concerns, or complaints promptly and effectively.
• Collaborating with team members to meet customer service and operational goals.
• Staying updated on banking regulations, product changes, and industry trends to provide accurate and up-to-date information to customers.
• Ensuring compliance with all banking policies, procedures, and regulations.
• Assisting customers with account inquiries, resolving issues, and providing information on banking products and services.
• Responding to customer inquiries in person, over the phone, or via email.
• Ensuring compliance with all banking policies, procedures, and regulations.
• Maintaining a clean and organized work area for efficient customer service.
• All other duties as assigned.

  
  

QUALIFICATIONS: 

• High school diploma or equivalent.
• Associate's degree - Accounting, Business, Finance, Communications, and/or Marketing – preferred.
• Two years of previous cash handing or customer service experience. 
• Strong communications and interpersonal skills. 
• Attention to detail. 
• Basic computer proficiency and ability to learn banking software. 

BENEFITS FOR FULL-TIME EMPLOYEES:

• PTO Leave is 20 Days per year earned monthly.  
• First Bank and Trust recognizes 11 paid holidays, when the holidays occurs during the work week. 
• Medical, Dental and Vision Insurance coverage starts the 1st day of the month after hire date.  
• Employees are automatically enrolled in the bank's 401K/ESOP Plan.   
• First Bank and Trust provides basic life insurance coverage equal to two times an employees' base salary.
• First Bank and Trust provides long-term disability Insurance coverage. 
• Normal work week is Monday- Friday between 8:00 - 6:00 .

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.

The statements on this job description are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. Employees may perform other duties as assigned.  In addition, all First Bank and Trust employees are expected to:

• Promote teamwork and cooperative effort.
• Help train and give guidance to other employees.
• Maintain a clean, safe, and unobstructed work area.
• Provide customers with the highest quality of products and service.
• Understand and apply appropriate quality improvement processes.
• Comply with corporate policies and procedures.

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