Customer Service Representative

National Exchange Bank & Trust; Allenton (WI); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health, Dental, Vision Insurance

Health Savings Account with Employer 0

Short and Long Term Disability

Employer Paid Life and AD&D Insurance

Paid Time Off

Flexible scheduling

Education Assistance Program

Job summary

National Exchange Bank & Trust in Southeast Wisconsin is seeking a Customer Service Representative to deliver friendly, accurate banking support on-site. You will handle account transactions, advise on bank products, open new accounts, and help customers make informed financial decisions, contributing to our community-focused service.

Join a supportive team in a fully on-site role with opportunities to grow within the bank.

Qualifications

• Interpersonal skills to relate to customers with friendliness and courtesy.
• Maintain composure and professionalism in pressure, and handle unexpected situations well.
• Maintain confidentiality and discretion of customer and bank information.
• High attention to detail with ability to solve basic issues.
• Operate a computer and standard office equipment.

Responsibilities

• Process account transactions accurately.
• Recommend appropriate bank products and services to customers.
• Open new accounts and assist customers with banking needs.
• Provide guidance to help customers make informed financial decisions.

Skills

Customer service

Attention to detail

Communication

Multi-tasking

Problem solving

Teamwork/Independent work

Education

High school diploma or equivalent

Job description

JOB REQUIREMENTS: Why NEBAT?

Trusted. Genuine. Successful. National

Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeast Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.

Position Summary

As a Customer Service Representative, you will have the opportunity to create a difference in the lives of our customers every single day.

You will be responsible for completing account transactions, offering appropriate bank products and services, opening new accounts, as well as providing guidance to help customers make decisions about their financial needs.

Skills & Attributes Needed

• Excellent customer service
• Attention to detail
• Great communication
• Ability to multi-task
• Problem solving skills
• Ability to work independently as well as part of a team

Qualifications

• Ideal candidates will possess the following qualifications:
• Interpersonal skills necessary to relate to and empathize with other people and to maintain a friendly, cheerful, and courteous demeanor throughout the day.
• Maintain composure and professionalism under pressure, including the ability to effectively deal with unexpected situations and potentially difficult engagements and to maintain a cohesive work environment with coworkers.
• Maintain the highest level of confidentiality and discretion of customer and bank information.
• Show high attention to detail, with the ability to problem solve basic issues.
• Operate a computer and other standard office equipment.
• A high school diploma or equivalent.
• Cash handling and customer service experience.
• May require travel to neighboring offices for staffing coverage upon request.

Benefits Offered

National Exchange Bank & Trust offers a competitive benefit package including, but not limited to:

• Health, Dental, and Vision Insurance
• Health Savings Account with Employer Contributions
• Short and Long Term Disability
• Employer Paid Life and AD&D Insurance
• Voluntary Life
• Flexible Spending Accounts
• Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
• 401(k) with Employer Match & Profit Sharing
• Paid Time Off
• Flexible scheduling
• Education Assistance Program
• Product & Service Discounts & more!

*This is a fully on-site role; remote work is not available.

National Exchange Bank & Trust is an equal opportunity employer of minorities, women, protected veterans and individuals with disabilities.