Customer Service Assistant

First State Bank and Trust•Bloomington, IL

9d•Onsite

About The Position

First State Bank and Trust is currently seeking a full-time Customer Service Assistant to join our team. As a Customer Service Assistant, you'll be an essential part of our team. The Customer Service Assistant serves as the first point of contact for customers, providing a warm and professional experience in person and by phone. This role combines receptionist duties with backup support for personal bankers, ensuring smooth branch operations and exceptional customer service. At First State Bank and Trust, we have established ourselves as a trusted financial institution. Serving seven markets across Central Illinois, our $500 million community bank provides a full range of services to customers. We have locations in Monticello, Champaign, Bloomington, Heyworth, Tuscola, Atwood, and Hammond. What makes us truly unique is that we're 100% employee-owned, meaning every team member has a stake in our success.

Requirements

High School diploma or equivalent.
Previous experience in banking or customer service preferred.
Strong customer service skills.
Attention to detail and accuracy.

Responsibilities

Handles initial contact with customers either by phone and/or in person and directs them to the appropriate person or takes messages when necessary.
Greets the customer warmly and professionally when they come into the company. Determines their needs and directs them to the appropriate person.
Performs designated clerical duties, such as receiving, sorting and distributing mail.
Assists customers with account and balance inquiries, funds transfers, and activating and pinning Debit cards.
Keeps the reception area tidy and organized.
As needed, serves as a back-up for our account-opening personnel by opening new personal accounts and helping customers choose the right financial products to meet their unique needs.
Provide great customer service, including greeting customers warmly and professionally, actively listening to customer needs and address inquiries promptly, and handling customer complaints or concerns with empathy and efficiency.
Educate customers about our products and services, including savings accounts, loans, and credit cards. Cross-sell relevant banking products based on customer profiles.
Safeguard customers' personal information and maintain confidentiality.
Maintain a professional appearance and demeanor while representing the bank.
Remain alert to potential fraud and take necessary precautions.