Banking Customer Experience Specialist

Fox-Valley-Savings-Bank; Wisconsin; On-site; USD 38,000 - 52,000; Full time

Job summary

Fox Valley Savings Bank is seeking a Customer Experience Representative to serve as the frontline ambassador for a seamless, personalized banking experience. You will engage customers across channels, greet visitors, handle transactions, and promote digital tools.

In this role you will educate customers on products, maintain accurate records, and support branch operations with a strong emphasis on service quality and compliance.

Qualifications

• Experience in retail banking or customer service.
• Ability to greet customers and handle inquiries.
• Knowledge of CIP and compliance requirements.

Responsibilities

• Greet customers warmly and assist with transactions (deposits, withdrawals, transfers, loan payments).
• Answer calls, direct visitors, and manage lobby flow with courtesy and security.
• Educate customers on digital banking tools and account features.
• Maintain accurate customer records and follow up on referrals.
• Balance cash and reconcile transactions with accuracy and identify discrepancies.

Skills

Customer service

Cash handling

Receptionist skills

Active listening

Digital banking tools

Job description

Fox Valley Savings Bank is seeking a Customer Experience Representative to serve as the frontline ambassador for a seamless, personalized banking experience. You will engage customers across channels, greet visitors, handle transactions, and promote digital tools.

In this role you will educate customers on products, maintain accurate records, and support branch operations with a strong emphasis on service quality and compliance.