First State Bank and Trust (FSBT) · 21 hours ago
Customer Service Assistant
201 West Main Street, Monticello, IL 61856, USA
Full-time
Onsite
New Grad, Entry LevelFirst State Bank and Trust is currently seeking a full-time Customer Service Assistant to join 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 while ensuring smooth branch operations and exceptional customer service.
BankingFinancial Services
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
Supports Deposit Operations by reviewing daily account changes, verifying documentation, monitoring outstanding issues, and coordinating with Retail staff to ensure accurate account maintenance and quality control
Performs a variety of operational tasks including document review and filing, check reorders, returned‑mail follow‑up, report preparation, and gathering supplies or materials for branch locations
As needed, serves as a back-up for our teller line, by conducting routine transactions within established guidelines, including cashing checks, accepting deposits, processing withdrawals, and handling loan payments
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
Qualification
Required
High School diploma or equivalent
Strong customer service skills
Attention to detail and accuracy
Preferred
Previous experience in banking or customer service
Benefits
Health Insurance
Dental Insurance
Term Life Insurance
Long-Term Disability Insurance
Short-Term Disability Insurance
Health Savings Account
Cafeteria Plan
Qualified Retirement Plans
401K Plan
ESOP Plan
Company
First State Bank and Trust (FSBT)
Welcome to First State Bank and Trust! We know that you have many choices in financial institutions, and we’re confident that you will find First State Bank and Trust to be unlike any other option in the marketplace.
Founded in 1945
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase