Branch Specialist (Universal Teller)

This position is responsible for assisting the Branch in day-to-day operations keeping within the framework of Farmers & Merchants goals, policies, and procedures. Provide leadership in product knowledge, analysis of customers’ needs and promote bank services and products and give exceptional customer service to all customers.

Essential Duties:

• Assist management in the day-to-day operations of the branch being knowledgeable in all areas to make decisions during the absence of the branch manager.
• Stay current, maintain superior knowledge, and comply with all Farmers & Merchants products and services, policies, and procedures.
• Responsible for all cash and negotiable instruments received in the course of daily work, recognizing customer needs, and suggesting services.
• Develop new customer relationships with walk-in customers and inquiries.
• Identify and pursue prospects for new business development through the referral program of the branch.
• Apply necessary selling and cross-selling skills to the products and services offered by the Bank to produce new business from existing and new customers.
• Always strive to provide superior customer service
• Resolve customer issues and assist customers and staff in answering operational questions in an efficient and courteous manner.
• Provide service in all branch support functions.
• Answer incoming telephone calls for the branch always being prompt and courteous providing quality customer service.
• Provide information about a wide variety of bank products and services.
• Analyze customer needs and encourage bank services, including opening accounts and working a teller window.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required.

Knowledge, Skills, and Abilities

• Ability to communicate effectively orally and/or in writing.
• Ability to respond to sensitive inquiries.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to maintain composure under pressure.
• Ability to perform duties using Banks core PC-based system and Microsoft Office Products.
• Ability to prioritize and meet deadlines.
• Ability to work with limited supervision.
• Ability to work with and maintain confidential information.
• Proficient organizational skills with ability to function in a flexible work environment.
• Professionalism in dealing with customers and fellow employees.

Education and/or Experience (Required and Preferred)

• High school diploma or equivalent.
• A minimum of one year of customer service and cash handling (preferred)

Certificates, Licenses, and Registrations:

• Current driver’s license to travel to other bank branch locations and other bank-related travel.

Physical and Mental 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The employee regularly sits and uses hands to finger, handle, or feel objects, tools, or controls.
• The employee frequently is required to talk or hear.
• The employee is occasionally required to stand, walk, reach with hands and arms, stoop, kneel, or crouch.
• The employee must regularly lift and/or move up to 10 pounds and may occasionally lift up to 50 pounds.
• Specific vision abilities required include close vision, color vision, peripheral vision, depth perception, and
• the ability to adjust focus

Work Environment:

• Work is primarily performed in an office setting where the noise level is usually moderate.
• This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets,
• and fax machines.

Position Type/Hours:

This is a full-time position generally working Monday – Thursday, 8:30 a.m. – 5 p.m., Friday – 8:30 a.m.–5:30 p.m. and Saturdays (rotated) 8:30 a.m. – 12 p.m. Other hours as necessary to complete job duties.

Travel:

Occasional travel primarily within the Bank’s market areas during the business day.