Customer Service Representative - Lodi Woodlake

About the role

F & M Bank’s Tellers/Customer Service Representatives (“CSR”) are responsible for providing prompt, friendly customer service and accurately processing a variety of customer transactions. They are expected to consistently provide an exceptional customer experience when interacting with customers either in person, on the telephone, at the drive‑up, or when interacting with other internal Bank departments and staff. Tellers/Customer Service Representatives are the “face” of the Bank to our customers and as such, are expected to consistently present a professional image and communicate effectively. CSR’s proactively identify a customer’s financial needs, promote appropriate products and services by cross‑selling or making referrals to other branch staff. CSR’s take care to ensure the safety and soundness of our customer’s funds and financial information by following security and internal controls requirements in their job duties at all times. CSR’s efficiently and accurately process customer transactions.

Responsibilities

• Provide prompt, friendly customer service
• Accurately process a variety of customer transactions
• Deliver an exceptional customer experience in person, telephone, drive‑up, and internal interactions
• Present a professional image and communicate effectively
• Proactively identify customer financial needs and promote appropriate products/services via cross‑selling or referrals
• Ensure the safety and soundness of customer funds and information by following security and internal controls
• Efficiently and accurately process customer transactions

Qualifications

• High school diploma or equivalent
• Minimum of 1 year of recent cash handling experience
• Satisfactory completion of the Teller Test
• Successful completion of a credit history check (condition of employment)

Skills

• Prompt, friendly customer service
• Effective communication (in person, telephone, drive‑up, internal)
• Professional image presentation
• Proactive identification of customer financial needs and cross‑selling/referrals
• Adherence to security and internal controls for fund safety
• Accurate and efficient transaction processing
• Self‑starter with lobby management abilities
• Team‑player who shares ideas to streamline operations
• Commitment to operational excellence and high ethical standards
• Ability to support branch promotional campaign goals

Pay

$20.00 – $23.00 per hour (commensurate with experience & qualifications)

Schedule

32 hours per week