Consumer Banking Assistant (Part Time)

Jimmy Jazz; New London (WI); On-site; USD 17,000 - 28,000; Part time

Job summary

Jimmy Jazz in New London, Wisconsin is seeking a part-time Consumer Banking Assistant to support customers with the full range of consumer accounts, operations, and transactions under the Branch Manager. Two shifts are available: Monday–Friday 8:00am–1:00pm and 1:00pm–5:30pm, offering reliable, flexible hours for customer-focused professionals.

The role emphasizes accurate account handling, strong communication, and teamwork, with opportunities to learn bank products and enhance customer service

Qualifications

• High School Diploma or equivalent required.
• 3-5 years customer experience preferred; relevant banking/customer service policies and procedures.
• Proficient with computers; experience with Microsoft, Excel, Word, and related products.
• Strong communication skills for face-to-face, phone, email and written interactions.
• Ability to meet performance objectives as outlined by department/Bank management.
• Ability to manage multiple tasks in a fast-paced environment.
• Demonstrates attention to detail, math skills, integrity, accuracy, flexibility and good documentation skills.

Responsibilities

• Assist customers with opening/closing accounts, questions, and account-related inquiries.
• Support customers in checking, savings, CDs, HSA and online banking, loan correspondence and services.
• Back up tellers with day-to-day transactions and inquiries to boost productivity.
• Maintain customer relations and secure handling of account information and communications.
• Develop knowledge of Bank products and services.

Skills

Customer service

Communication

Multitasking

Attention to detail

Integrity

Documentation

Education

High School Diploma or equivalent

Tools

Microsoft Office

Excel

Word

Job description

• Job Category Banking, Customer Service, Retail
• Employee Type Part Time

Under the direction of the Branch Manager, the Consumer Banking Assistant (CBA) is responsible for assisting customers in the full range of consumer account questions, operations, processes and transactions.

2 Positions Available:

• Monday-Friday 8:00am-1:00pm
• Monday-Friday 1:00pm-5:30pm

Requirements

• High School Diploma or equivalent
• 3-5 years customer experience preferred; relevant customer service experience, or equivalent education and experience of banking and customer service policies and procedures.
• Proficient computer skills and experience with Microsoft, Excel, Word, and other products.
• Strong communication skills as evident by ability to interact face-to-face, over the telephone, via email, and written communications to coworkers and customers.
• Successful accomplishment of the specified performance objectives as outlined for the job by the department and/or Bank management, as applicable to the Consumer Banking Assistant position.
• Ability to manage multiple tasks simultaneously in a fast-paced environment.
• Demonstrates key competencies such as attention to detail, general Math skills, integrity, customer service skills, accuracy, flexibility, and documentation skills.

Summary

• Creates a fantastic customer service experience by assisting customers with a full range of activities pertaining to the opening and closing of accounts, questions on accounts, and all correspondence of issues and concerns on customer accounts.
• Responsible for the satisfaction and education of customers in all aspects of their checking, savings, CD, HSA and other accounts, online banking, loan correspondence, contacting of account concerns, and customer services.
• Back Up to tellers with day-to-day transactions and customer inquiries, as necessary, increasing location productivity and customer satisfaction.
• Maintain customer relations and comfort through constant contact and security with account information, concerns, and other correspondence.
• Develop knowledge of Bank products and services.