F&M Trust
  • 28-Aug-2017 to 27-Oct-2017 (EST)
  • Memorial Square
  • Chambersburg, PA, USA
  • Hourly
  • Full Time

Comprehensive Benefits Package


SUMMARY OF POSITION:

Responsible for being the primary point of contact for walk-in customers, fulfilling sales, service, and referral needs for a seamless customer experience. Provides service to customers in a professional manner; expands customer base through consultative sales techniques; performs tasks associated with the direct handling of funds received or paid to customers in their day-to-day banking transactions; educates customers on bank services accessible through technology; cross-sells bank products; performs account maintenance requests; and, handles operational duties, including approving overrides in Teller Insight.

KEY ACCOUNTABILITIES:

  1. Creates a friendly and welcoming atmosphere that makes every customer feel important and valued.
    1. Portrays a professional image.
    2. Comes out from behind teller pod to welcome each customer with a sincere greeting.
    3. Showcases the office, including the customer learning center, educational resources, and promotional materials.
    4. Introduces colleagues and endorses the expertise they hold within their respective lines of business.
    5. Articulates the competitive advantage of F&M Trust by describing our history, financial performance, mission, and vision.
  2. Exhibits sales techniques through the F&M Trust Sales Process:
    1. Engages customers and prospects in sales conversations to uncover financial needs.
    2. Proactively identifies referral and cross-selling opportunities and then presents solution(s) by effectively conveying the benefits of bank products and services.
    3. Overcomes objections presented by customers in order to gain buy-in from the customer and then closes the sale or referral recommendation.
    4. Opens consumer deposit accounts and serves as a backup to open business deposit accounts.
    5. Engages customers and prospects in loan conversations and inputs loan application for underwriting approval; ensures customers understand and sign all required application and closing documents and disclosures.
  3. Promotes and demonstrates bank services that are accessible through the use of technology.
  4. Performs account maintenance services and processes customer transactions in accordance with established bank policies and procedures.
  5. Participates in onboarding and other outbound phone activities.
  6. Assists with the training of new Retail employees.
  7. Approves overrides in Teller Insight.
  8. Performs community office operational duties such as balancing the vault, auditing office cash, maintaining currency transaction and monetary instrument reports, safe deposit box maintenance, managing retention, ordering supplies, preparing reports for management, and tracking new accounts and loans.
  9. Notarizes documents as requested by employees and customers.
  10. Adheres to security and compliance policies and procedures.
  11. Performs clerical and miscellaneous within the office.
  12. Maintains customer/employee confidentiality.

REQUIRED EDUCATION:

A high school diploma or equivalent is required, with an Associate's Degree preferred.

REQUIRED EXPERIENCE:

At least eighteen (18) months of previous sales or retail service experience, or demonstrated ability to perform responsibilities of FSR II.

REQUIRED SKILLS:

Passion for building relationships and serving customers. Self-motivated with a demonstrated aptitude and desire for sales achievement in a goal driven environment. Possesses general knowledge of consumer bank products and personal finance. Capable of expanding product knowledge beyond retail services, including investment and trust services, and commercial services. Uses technology including smartphones, tablets, online banking, remote deposit capture, etc. to demonstrate, promote, and respond to customer questions effectively.

F&M Trust
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