Banking Customer Service Specialist | Growth & Impact

Bank First; Beloit (WI); On-site; USD 32,000 - 46,000; Full time

Job summary

Bank First is seeking a Customer Service Representative (CSR) to be the welcoming face of the bank. You’ll build relationships, process transactions, and assist guests with account needs with professionalism and care.

You will handle deposits, research customer information, resolve issues, and ensure compliance with bank policies. Join a community-focused bank that values growth, flexibility, and collaborative teamwork.

Qualifications

• Experience in customer service or front-line roles is preferred.
• Strong communication and interpersonal skills are essential.
• Proficiency with MS Word and Excel.
• Excellent organizational abilities and attention to detail.

Responsibilities

• Open and maintain deposit accounts (checking, savings, CDs).
• Process teller transactions and balance cash drawer accurately.
• Update customer information and assist with account research.
• Help guests with fraud or unauthorized transactions.
• Manage debit card requests and safe deposit box services.
• Follow bank policies and federal regulations.

Skills

Customer service

Interpersonal skills

Communication

Problem solving

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Job description

Bank First is seeking a Customer Service Representative (CSR) to be the welcoming face of the bank. You’ll build relationships, process transactions, and assist guests with account needs with professionalism and care.

You will handle deposits, research customer information, resolve issues, and ensure compliance with bank policies. Join a community-focused bank that values growth, flexibility, and collaborative teamwork.