Customer Experience Representative (Teller)

FVSBank; Fond du Lac (WI); On-site; USD 32,000 - 42,000; Full time

Job summary

FVSBank in Fond du Lac, WI seeks a Customer Experience Representative to deliver a friendly, accurate banking experience across channels. You will greet customers by name, handle transactions, and suggest products that fit their needs.

This role emphasizes compliance, protective handling of information, and teamwork. A high school diploma and strong customer service are required; banking experience and cash handling are preferred, with occasional branch travel.

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 prioritize, multitask, and adapt to varying customer needs.
• Ability to stand for extended periods and handle detailed work.
• Willingness to work a flexible schedule and travel to other branches when necessary.

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.

Skills

Customer service

Cash handling

Data entry

Math skills

Multitasking

Communication

Adaptability

Stand for long periods

Travel to other branches

Education

High school diploma or equivalent

Job description

Description

Join our dynamic Retail Banking team as a Customer Experience Representative, where you will serve as the frontline ambassador dedicated to delivering an exceptional, seamless, and personalized banking experience. This role offers an exciting opportunity to engage with customers across multiple channels, ensuring their financial needs are met with professionalism, accuracy, and a friendly approach.

Essential Responsibilities

Customer Experience & Service

• 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.

Account Support & Relationship Building

• 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).

Operational Excellence

• 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 identify
• Maintain working knowledge of all retail banking products, services, and compliance requirements.
• Participate in opening/closing procedures and ensure branch safety standards are upheld.

Compliance & Risk Management

• 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.

Team Engagement

• 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 interactionswith customers and coworkers.
• Support other branch locations as needed.

The job duties listed are in no way all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary. This position requires regulatory compliance.

Requirements

• 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 prioritize, multitask, and adapt to varying customer needs.
• Ability to stand for extended periods and handle detailed work.
• Willingness to work a flexible schedule and travel to other branches when necessary.

FVSBank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation or protected veteran status.