Customer Banking Teller & Solutions Advisor

The Equitable Bank; Hales Corners (WI); On-site; USD 32,000 - 40,000; Full time

Benefits offered by this job

Monthly referral bonuses

401(k) with 4% dollar-for-dollar

Paid time off

Bank paid life insurance at four times

Medical, dental, vision insurance

Flexible spending and childcare (FSA)

Personal banking and loan benefits

Job summary

The Equitable Bank in Wisconsin is seeking a full-time Teller to deliver friendly, accurate service and build lasting relationships with customers. You will identify financial needs and guide customers to appropriate banking solutions while handling routine deposits, withdrawals, and transactions.

Join a community-focused team with comprehensive benefits, training, and opportunities to grow within the bank.

Qualifications

• Strong listening and interpretive skills with the ability to match customer needs to appropriate financial solutions.
• Confidence initiating conversations and building rapport with customers.
• Goal-driven mindset with the ability to work toward monthly referral objectives.
• Experience using customer relationship-building tools or willingness to learn.
• Ability to present product information clearly and persuasively.
• Strong attention to detail and commitment to accuracy.

Responsibilities

• Deliver friendly, accurate, and efficient service while building lasting customer relationships.
• Engage with customers to identify financial needs and recommend appropriate products and services.
• Identify referral opportunities that support customers' financial goals and contribute to branch growth objectives.
• Conduct outbound customer outreach to share product updates, promote special offers, and strengthen customer and community relationships.
• Develop and maintain knowledge of bank products and services to confidently explain features and benefits.
• Process deposits, withdrawals, payments and other transactions accurately while providing an exceptional customer experience.
• Follow all bank policies, procedures, and regulatory requirements.
• Collaborate and learn from teams across the bank including customer service, accounting, loan servicing, and other departments.

Skills

Listening skills

Conversation initiations

Goal setting

CRM familiarity

Product knowledge

Attention to detail

Education

High school degree or equivalent

Job description

The Equitable Bank in Wisconsin is seeking a full-time Teller to deliver friendly, accurate service and build lasting relationships with customers. You will identify financial needs and guide customers to appropriate banking solutions while handling routine deposits, withdrawals, and transactions.

Join a community-focused team with comprehensive benefits, training, and opportunities to grow within the bank.