Banking Services, Best Practices, Business Services, Communication Skills, Customer Experience, Customer Relations, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Employee Assistance Plan, Financial Services, Financial Transactions, High School Diploma, Interpersonal Skills, Leadership, Maintain Compliance, Multitasking, Needs Assessment, Operational Support, Operations, Professional Services, Regulations, Retail, Team Player
Position Summary
F&M Trust is seeking a confident and experienced Senior Financial Services Representative to join our Orchard Park team. This position is located at our Orchard Park Community Office. This role plays a critical part in delivering a consistently high-quality customer experience while supporting the overall effectiveness of branch operations.
The Senior FSR serves as a knowledgeable, trusted presence in the office-handling complex transactions, assisting customers with financial solutions, and supporting teammates through leadership, example, and collaboration.
This is a full-time opportunity, approximately scheduled for 40 hours per week, offering competitive pay and a robust benefits package.Specific hours and schedule will be discussed during the interview process.
Key Responsibilities
In this role, you will:
- Deliver prompt, professional service while processing a broad range of financial transactions
- Assist customers by identifying financial needs and recommending appropriate banking products and services
- Open and maintain consumer deposit accounts and provide support with business account services as needed
- Support daily branch operations, ensuring accuracy, policy adherence, and smooth workflow
- Serve as a resource for both customers and coworkers by sharing knowledge and best practices
- Uphold all bank policies, procedures, and regulatory standards
- Represent F&M Trust with professionalism, integrity, and a strong service mindset
Skills & Experience We Value
We are looking for someone who brings both technical ability and a people‑first approach:
- High school diploma or equivalent required
- Prior experience in banking, financial services, or a customer-facing service role preferred
- Comfortable discussing financial topics with customers
- Strong attention to detail and commitment to accuracy
- Effective communication and interpersonal skills
- Ability to manage multiple tasks in a dynamic environment
- Positive attitude, reliability, and team-oriented mindset
- Interest in continued learning and professional development
What F&M Trust Offers
We believe in supporting our employees with meaningful benefits and growth opportunities, including:
- Medical, dental, and vision coverage
- Paid time off available upon hire, plus 11 paid bank holidays
- 401(k) retirement plan with employer match up to 6%
- Employer-provided life insurance and disability coverage
- Wellness initiatives and employee assistance programs
- Education reimbursement and ongoing training
- Internal advancement opportunities within a growing organization
Comparable Industry Titles
This role may be similar to positions such as: Head Teller, Lead Teller, Universal Banker, Relationship Banker, Branch Banker, Personal Banker, Branch Operations Lead, or Retail Banker.
F&M Trust is an Equal Opportunity Employer - Disability/Vet
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