Customer Service Representative

Description:

SKILL REQUIREMENTS:
General knowledge of accounting/financial systems. General knowledge of office equipment and
systems used for the storage and retrieval of business information. General knowledge of standard
records management and file classification practices. Knowledge of written correspondence
principles. Basic skill level in Microsoft Office applications. Excellent communication skills.
Strong phone contact handling skills and active listening. Ability to multi-task, prioritize, and
manage time effectively.

WORKING RELATIONSHIPS:
Frequent interaction with customers, association departmental staff and management. Occasional
interaction with Farm Credit Bank of Texas staff. Occasional interaction with area professionals
including real estate agents, commercial bankers, and others who deal with the association in the
normal course of business.

PHYSICAL ACTIVITIES:
Ability to sit for long periods of time. Ability to stand for limited periods of time. Frequent
finger/hand manipulation (keyboard, office equipment, small hand tools, etc.), occasional lifting,
carrying, pushing, and/or pulling while exerting up to 50 pounds of force.

POLICY AND COMPLIANCE:
Compliance with FCBT and Association technology and security standards is required.

NOTICE:
This job description in no way states or implies that these are the only duties to be performed by the
employee occupying this position. Employees will be required to follow any other job-related
instructions and to perform any other job-related duties requested by the supervisor.
This position may frequently become involved in or be made aware of confidential business or
personal information as a result of interactions 1) arising under its Job Purpose and Scope, 2) arising
from other assigned responsibilities or 3) with other employees. It is an expectation and
requirement of the job that confidential information of the bank, its associations and their customers
be handled in a professional manner and not be disclosed without approval or used for personal
gain.
Non-compliance with privacy or confidential information requirements or expectations can result in
disciplinary action up to and including termination of employment.
This job has been benchmarked to Office Administrator I
All requirements are subject to possible modification to reasonably accommodate individuals with
disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk
to the health and safety of themselves or other employees.
Regular attendance is required in this job.
This document does not create an employment contract, implied or otherwise, other than an "at
will" employment relationship.


Location: Albertville, AL

Reports to: Branch Manager

EDUCATION AND EXPERIENCE REQUIREMENTS:

High school diploma or equivalent and zero (0) to two (2) years of general office/clerical experience.

JOB PURPOSE AND SCOPE:

Performs entry-level general office support that is somewhat varied in nature, works under close supervision.

ESSENTIAL FUNCTIONS:
1. Confer with customers by telephone or in person in order to provide information about Alabama
Farm Credit services.
2. Identify and assess customers’ needs to achieve satisfaction.
3. Performs receptionist tasks such as sorting mail, answering phones and retrieving and delivering
materials as requested
4. Assists office staff with various loan administrative and servicing duties as directed.
5. Performs data entry from standardized source documents requiring accuracy but little or no
interpretation of data to be entered.

OTHER DUTIES:
1. Performs general office duties primarily consisting of routine repetitive tasks of organizing and
maintaining files and records, and distributing mail or other items.
2. Operates a variety of standard office equipment according to detailed instructions, which may
include computers, paper shredders, telephones, photocopiers, fax machines and scanners.
This job has been benchmarked to Office Administrator I
3. Responsible for collection letters, FSA reporting, scanning documents to the HUB, and
CRM/Farm View management.
4. Other duties as assigned.