Branch Specialist (Universal Teller)

F & M BankWoodstock, VA
Hybrid

About The Position

The Branch Specialist will be responsible for establishing relationships with customers, providing superior customer service, and meeting cross-sell and referral goals. This role involves processing various financial transactions, researching and resolving customer account issues, balancing ATMs and vaults, assisting with safe deposit boxes, balancing cash drawers, and opening new customer accounts. The position is primarily based at the Woodstock branch but requires flexibility to work at the Edinburg and Winchester branches as needed.

Requirements

  • High school diploma or equivalent.
  • Possess effective interpersonal skills to relate to all audiences with desire to interact and build lasting relationships with prospective clients and maintain relationships with current clients.
  • Proficient organizational skills with ability to function in a flexible work environment.
  • Proficient basic pc skills to include MS Office products.
  • Basic math skills with ability to count cash and coin of all denominations.
  • Ability to master software skills within branch banking core system and other related software.
  • Ability to communicate effectively orally and/or in writing.
  • Ability to respond to sensitive inquiries.
  • Ability to work with and maintain confidential information.
  • Ability to maintain composure under pressure.
  • Current driver’s license to travel to other bank branch locations and other bank-related travel.
  • The employee regularly stands and uses hands to finger, handle, or feel objects, tools, or controls.
  • The employee regularly is required to talk or hear.
  • The employee is frequently required to 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.
  • Ability to travel to other branch locations to fill in for staffing needs as necessary.

Nice To Haves

  • A minimum of one year of customer service and cash handling.

Responsibilities

  • Establishes relationships with customers and provides consistent superior customer service.
  • Meets assigned cross-sell and referral goals by recognizing appropriate products or services for customers.
  • Processes deposits, withdrawals, payments, check cashing, and verifying customer balances.
  • Researches and analyzes customer's account(s) data to resolve customer problems.
  • Balances ATM, vault, and courier and night drop transactions.
  • Assists customers with safe deposit box access and closure.
  • Balances cash drawer within bank guidelines.
  • Opens new customer accounts.
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