Customer Service Rep
First State Community Bank · fscb.com
Farmington
The job in short
Customer service representative.
ExcelCompliance
Details
- Found
- 21 d ago · posted 2026-06-03
- Location as listed
- Farmington, MO, USA
- Role
- Customer Service Representative
- Source
- The company’s own careers site
Full description
Job Details: Job Location: Farmington, FSFM - Farmington, MO, Position Type: Full Time, Salary Range: Undisclosed, Job Category: Finance, Customer Service Rep
Make a Positive Impact
Are you ready to launch your career in the world of investing and wealth management? First State Financial Management is looking for dynamic, highly organized and detail-oriented individual for a Customer Service Rep to serve as the first point of contact for our wealth management clients and advisors.
An excellent Customer Service Rep must have strong communication skills, be service oriented and an active listener, as well as support-focused to advisors to ensure that clients' servicing needs are met and have a top-notch wealth management experience.
Job Responsibilities in Accordance with Our Corporate Values
Professionalism
Execute financial transactions efficiently and accurately*
Work with internal and external partners to problem solve*
Strong communication skills; phone, written and in-person
Serve as the first point of contact for customers with an eagerness to understand their needs
Knowledge of principles and processes for providing exceptional customer service
Accountability
Maintain financial or account records*
Accurately and efficiently enter stock and bond market trades*
Open and manage account processing and coding with accuracy
Support assigned advisors with all trading activities
The ability to work effectively in a team environment
Demonstrate integrity, resilience and ethical behavior
Initiative
Verify the accuracy of financial or transactional data*
Prepare documentation for contracts, transactions and regulatory compliance*
Have a proactive approach and follow through on outstanding items with minimal supervision
Provide follow-up and update clients and advisors on issues
Be a critical thinker who will trouble shoot problems and anticipate needs
Adaptability
Stay updated and informed on changing policies, procedures and industry trends*
Willingness to assist with all clerical office duties such as answering phones and preparing mailings
Open to all types of change and to considerable variety in the workplace
*Key responsibilities of the role
What You Can Expect
Competitive pay and benefits package - with variable compensation program based on team performance
401(k) with generous employer match benefit
Helpful, qualified, and available leadership
A caring, stable work environment
Qualifications
Excellent communication skills; both written and verbal
Ability to multi-task
Organizational and time management skills
Strong desire to help people
Proficient in Microsoft Office - Excel, Word, Outlook
Qualifications: Additional Information
Being a First Stater....
Being a First Stater means that you roll up your sleeves and dig in. It means you work hard and do your best. It means that you enjoy learning new skills and are always eager to improve. It means you help the team by being a great teammate. It means you're passionate about making a difference in the lives of our customers and our communities. It means you consistently find new ways to improve our organization.
Do you have what it takes to be a First Stater?
Make a Difference - Apply Now!
First State Bancshares, Inc, is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.
Customer Service Representative jobs in the United States · All First State Community Bank jobs