Purpose

The Customer Service Representative position will provide excellent banking services to customers in a professional manner. Provide the customer and/or potential customer with a clear understanding of the technical aspects and benefits of products and services offered.

Primary Duties

The primary responsibilities will include but are not limited to the following:

• Adheres to the Bank’s Mission, Vision, Core Values and Core Purpose while providing customers with timely, responsive, and exceptional service in accordance with the Bank’s customer service standards.
• Processes all financial transactions in an accurate and timely manner, accepts deposits, cashing checks, disbursing cash and loan payments. Completes transactions according to established guidelines.
• Responsible for managing and balancing cash drawer.
• Processes cashier checks.
• Utilizes teller capture.
• Provides industry leading customer service. Build customer loyalty; establish customer relations through eye-contact, courtesy and friendliness, including addressing each and every customer by name.
• Handles balance inquiries and resolves problems.
• Ensure compliance with internal controls, operational procedures and all applicable policies and procedures.

Working Conditions

Duties are performed in an office environment in a professional business setting. Position may require travel when attending community events/meetings, internal meetings/trainings and to banking centers.

Benefits Offered

Health, Dental, Vision, and Life Insurance, Vacation, Sick Time, 401K Match, ESOP, Tuition Reimbursement, Short-Term and Long-Term Disability, Paid Holidays, EAP.

Qualifications

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. High School diploma or equivalent required. Cash handling experience preferred. Working knowledge of Microsoft Suite products preferred. Must enjoy working with the public on a daily basis. Requires good phone etiquette and the ability to handle difficult customers in a tactful manner. Must be customer service oriented. Must be able to demonstrate aptitude to handle sensitive operational transactions and customer relationships. Must be able to interact as a member of the team, be able to multi-task and be self-sufficient. This position requires demonstrated social skills, professional grooming and adherence to the First United Bank dress code.

Physical and/or Mental Requirements:

May be required to sit for extended periods of time while performing job duties. May be required to lift and carry up to 20 pounds in the form of paperwork, files, or other items. Must be able to concentrate for extended periods of time, paying attention to detail.

EEO/Disability/Vets

Purpose

The Summer Intern program at First United Bank and Trust Company provides an opportunity for college students to gain hands-on experience in community banking. This role supports various departments through assigned projects, operational learning, and professional development. Interns will engage with bank leaders, develop critical skills, and gain industry insights that will contribute to their future career success.

Qualifications

Candidates should be enrolled in a Bachelor’s degree program with a focus on Business Administration, Finance, Accounting, Marketing, Information Technology, Human Resources, Economics, Data Analytics, Cybersecurity, or related fields. Applicants must demonstrate strong analytical, communication, organizational, and interpersonal skills, along with the ability to collaborate and adapt in a professional environment.

Primary Duties

The primary duties and responsibilities include, but are not limited to, the following:

• Adheres to the Bank’s Mission, Vision, Core Values, and Core Purpose while providing exceptional service in accordance with customer service standards.
• Participates in department-specific projects that align with the Bank’s strategic initiatives.
• Supports daily banking operations, assisting with customer service, administrative tasks, or data analysis as needed.
• Engages in mentorship and training opportunities to gain insights into financial services, compliance, and risk management.
• Assists in research, reporting, and data entry related to financial analysis, marketing strategies, technology improvements, or HR initiatives.
• Collaborates with team members to identify process improvements and develop solutions for operational efficiency.
• Completes a capstone project, presenting key learnings and recommendations to senior leadership.
• Represents the Bank professionally in community events and networking opportunities as part of professional development.
• Performs additional duties as assigned.

Working Conditions

Duties are performed in a professional office setting with potential travel for meetings, community events, or networking opportunities.

Physical and/or Mental Requirements

This position involves extended periods of sitting, the ability to lift and carry up to 20 pounds of materials, and sustained concentration with close attention to detail.

EEO/AA/Disability/Vets