Banking Customer Experience Specialist — Flexible Schedule

Fox-Valley-Savings-Bank

Fond du Lac (WI)

On-site

USD 34,000 - 42,000

Full time

14 days+
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Job summary

Fox Valley Savings Bank is seeking a Customer Experience Representative to act as the frontline ambassador, delivering a seamless, personalized banking experience across channels. You will greet customers, process deposits/withdrawals, and educate on digital tools while building relationships.

We value accuracy, confidentiality, and adherence to bank policies. The role requires strong customer service, cash handling, multitasking, and the ability to stand for extended periods and travel to other

Qualifications

  • High school diploma or equivalent.
  • Strong customer service skills with a positive, professional presence.
  • Previous banking or financial services experience preferred.
  • Cash-handling and teller experience strongly preferred.
  • Solid math, computer, and data-entry accuracy.
  • Ability to stand for extended periods and travel to other branches when necessary.
  • Willingness to work a flexible schedule.

Responsibilities

  • Warmly greet customers every time—using their name, eye contact, and a friendly, confident tone.
  • Deliver prompt, accurate service across all transactions (deposits, withdrawals, check cashing, transfers, loan payments, etc.).
  • Actively listen to customer needs and recommend products/services that genuinely improve their banking experience.
  • Educate customers on digital banking tools, account features, and financial wellness offerings.
  • Take ownership of customer concerns, ensuring issues are resolved promptly and communicated clearly.
  • Maintain updated customer information with accuracy and attention to detail.
  • Track product referrals and customer interactions to support growth and service goals.
  • Partner with internal teams to ensure customers are seamlessly connected to the right resources (e.g., Loan Officers, Financial Services).
  • Follow all bank policies, procedures, and security guidelines with consistency.
  • Balance cash and reconcile transactions daily with a high degree of accuracy.
  • Identify discrepancies, resolve errors, and escalate as needed.
  • Maintain working knowledge of all retail banking products, services, and compliance requirements.
  • Participate in opening/closing procedures and ensure branch safety standards are upheld.
  • Uphold confidentiality standards and always safeguard customer information.
  • Complete all required compliance and regulatory training on schedule.
  • Ensure all customer identification procedures (including CIP) are followed without exception.
  • Demonstrate a positive, team-oriented attitude and support colleagues as needed.
  • Contribute to a culture of continuous improvement and customer-first thinking.
  • Represent the Bank’s Core Values in daily interactions with customers and coworkers.
  • Support other branch locations as needed.

Skills

Excellent customer service
Cash handling
Math/data-entry accuracy
Multitasking/adaptability
Stand for long periods

Education

High school diploma or equivalent

Job description

Fox Valley Savings Bank is seeking a Customer Experience Representative to act as the frontline ambassador, delivering a seamless, personalized banking experience across channels. You will greet customers, process deposits/withdrawals, and educate on digital tools while building relationships.

We value accuracy, confidentiality, and adherence to bank policies. The role requires strong customer service, cash handling, multitasking, and the ability to stand for extended periods and travel to other

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