Bank CSR & Customer Experience Specialist (Travel-ready)

WoodTrust Financial Corporation; Wisconsin; On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Competitive pay

Full benefits including medical, dental, and vision

401(k) matching program

Performance-based annual bonus

Job summary

A private community-focused financial institution in Wisconsin seeks a full-time Customer Service Representative to ensure a positive customer experience. Key duties include processing transactions, educating customers about banking products, and promoting digital banking. The ideal candidate should possess excellent customer service skills and attention to detail, and must have reliable transportation for travel between branch locations. Join a supportive environment that values individual roles and personal development.

Qualifications

• Must have reliable transportation for travel to various locations.
• Ability to handle cash and negotiable instruments accurately.
• Experience in customer service roles is preferred.

Responsibilities

• Provide exceptional customer service by greeting customers and resolving issues.
• Process routine financial transactions including deposits and withdrawals.
• Balance cash drawers accurately before and after shifts.
• Educate customers on bank products and assist with account maintenance.
• Promote digital banking tools and support branch operations.

Skills

Customer service excellence

Attention to detail

Professional demeanor

Reliability

Job description

A private community-focused financial institution in Wisconsin seeks a full-time Customer Service Representative to ensure a positive customer experience. Key duties include processing transactions, educating customers about banking products, and promoting digital banking. The ideal candidate should possess excellent customer service skills and attention to detail, and must have reliable transportation for travel between branch locations. Join a supportive environment that values individual roles and personal development.