Customer Service Representative

National Exchange Bank & Trust; Beaver Dam (WI); On-site; USD 21,000 - 28,000; Full time

Job summary

National Exchange Bank & Trust seeks a Customer Services Representative to assist customers with financial needs in a friendly, on-site setting in Wisconsin. You will handle teller transactions, promote bank products, and ensure accurate cash handling.

Ideal candidates communicate effectively, work well in a team, and maintain attention to detail in daily cash handling and software use.

Qualifications

• Strong interpersonal skills to relate to customers and coworkers.
• Proficiency with MS Word, Excel, Outlook, and Teams.
• Clear, professional communication via phone, email and in person.
• High school diploma or equivalent.

Responsibilities

• Provide guidance to help customers make decisions about their financial needs.
• Complete teller transactions including cashing checks, deposits, and withdrawals.
• Offer appropriate bank products and services.
• Balance and maintain a cash drawer with accuracy.

Skills

Interpersonal skills

MS Word

MS Excel

MS Outlook

MS Teams

Communication ability

Education

High school diploma or equivalent

Tools

Banking software

Job description

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

• Providing guidance to help customers make decisions about their financial needs.
• Completing teller transactions including cashing checks, processing deposits, and withdrawals.
• Offering appropriate bank products and services.
• Balancing and maintaining a cash drawer with accuracy and attention to detail.

Essential Knowledge & Skills

The following skills are needed to be successful in your banking career as a Customer Service Representative:

• Interpersonal skills necessary to relate to and empathize with customers and coworkers to maintain a friendly demeanor throughout the day.
• Be able to operate standard office, and bank equipment and required software including Microsoft Word, Excel, Outlook, and Teams.
• Ability to communicate effectively via phone, email and in person.
• A high school diploma or equivalent.

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