Retail Banking Administrator

Join our team at Farmers & Merchants Bank & Trust, a leading financial institution dedicated to providing exceptional customer service and innovative banking solutions. We are currently seeking a dedicated Retail Banking Administrator professional to provide quality compliant loan documents to service our clients.

Essential Duties and Responsibilities: The statements contained herein reflect general details as necessary to describe the essential job duties/responsibilities and performance expectations of the job, which should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned.

• Answer phone calls and assist customers with inquiries.
• Handle thank-you calls and cards for new or existing clients.
• Provide excellent customer service in person, over the phone, or via email.
• Process and verify wires for the bank.
• Review and maintain signature cards and other account-related documentation.
• Process check orders and assist customers with print statement requests.
• Handle IRA reports, letters, and account closings.
• File documents accurately and maintain organized records.
• Review closed account reports and provide necessary support.
• Maintain compliance with internal policies and regulations.
• Ensure accurate and timely completion of clerical duties.
• Support branch operations with daily tasks, including customer transactions when needed.
• Perform data entry and ensure documentation is precise and up-to-date.
• Participate in training to develop knowledge of banking products, services, and procedures.
• Shadow senior Personal Bankers to gain insight into the role and responsibilities.

Supervisory Responsibilities:

This job has no supervisory responsibilities.

Required Skills and Competencies:

To perform the job successfully, an individual must be able to perform each essential duty satisfactorily and should demonstrate the following competencies:

• Exceptional customer service and interpersonal skills.
• Strong attention to detail and accuracy.
• Ability to prioritize tasks and manage time effectively.
• Basic knowledge of banking operations or willingness to learn.
• Competence in using computer systems, including Microsoft Office Suite and office systems.
• Problem-solving skills and a willingness to adapt to evolving responsibilities.
• High Level of Confidentiality.
• Knowledge of compliance with banking regulations.
• Represents the bank in a professional and positive manner.
• Maintains and acceptable attendance record.

Education/Experience:

• High school diploma or GED required; Associate’s degree in business, finance, or a related field is a plus.
• 1-2 years of teller, cash handling, or customer service experience preferred.
• Previous banking experience is beneficial but not required.
• Ability to learn quickly in a fast-paced environment
• PC and keyboard skills

Certificates and Licenses:

No certifications needed.

Customer Service:

Individual demonstrates a positive and helpful attitude toward customers (internal and external), understands their importance to Farmers & Merchants Bank & Trust and understands how his/her job affects customers; establishes and maintains good relationships through interactions or work completed; projects a positive and professional image of Farmers & Merchants Bank & Trust.

Communication Skills:

Written – Individual writes clearly and concisely with little need for editing (includes spelling and grammar). Oral – Expresses self in speech as to be clearly and completely understood; adheres to FMBT Telephone Standards; supports a favorable environment for open communication: addresses concerns or problems in an open non-defensive manner; conveys self-confidence and knowledge of subject in speaking to customer. Listens – Is attentive and transmits correct information to appropriate people; accepts constructive feedback.

Language:

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organizations.

Math:

Ability to calculate figures and amounts such as interest.

Reasoning:

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with and assist in the solving of customer problems.

Computer:

To perform this job successfully, an individual should have advanced knowledge of Windows and Microsoft Office Software (Outlook, Excel and Word), and advanced keyboarding and ten-key skills.

Problem Solving:

The ability to define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources.

Attention to Detail:

The level at which tasks are performed carefully, accurately, and in accordance with specific instructions. Consistency of work quality and compliance with standards, requirements, and expectations. The tracking of numerical data and detailed organizational information, and the careful application of grammar, spelling, and punctuation rules.

Ethics:

The level of trustworthiness, character, professionalism, confidentiality, and honesty in dealing with internal or external customers.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential function of this job.

The noise level in the work environment is usually moderate.

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.

Specific vision abilities required by this job include close vision. While performing the duties of this Job the employee is regularly required to stand. The employee is frequently required to talk, hear and lift up to 25 pounds. The employee is occasionally required to walk, climb stairs, bend and kneel.

EOE Statement:

Farmers & Merchants Bank & Trust is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, national origin, disability status, genetic information, pregnancy, protected veteran status or any other characteristic protected by law.

Job Type: Full-time

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday
• Weekends as needed

Ability to Relocate:

• Marinette, WI 54143: Relocate before starting work (Required)

Work Location: In person