Customer Service Representative

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

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

HSA with Employer Contributions

Disability Insurance

Life Insurance

401(k) with Employer Match

Paid Time Off

Flexible scheduling

Education Assistance

Product & Service Discounts

Job summary

National Exchange Bank & Trust in Wisconsin is seeking a Customer Services Representative to help customers with financial needs, including cashing checks, deposits, and withdrawals, and to offer appropriate bank products.

This fully on-site role requires strong interpersonal skills, attention to detail, and proficiency with Word, Excel, Outlook, and Teams; a high school diploma or equivalent is required.

Qualifications

• Interpersonal skills to relate to customers and coworkers with a friendly demeanor.
• Able to operate standard office and bank equipment and required software.
• Strong communication via phone, email and in person.
• High school diploma or equivalent required.

Responsibilities

• Guide customers in making financial decisions.
• 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

Communication

Office software

Customer service

Education

High school diploma or equivalent

Tools

Microsoft Word

Excel

Outlook

Teams

Job description

Why NEBAT?

Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving southeastern 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.

Benefits Offered

National Exchange Bank & Trust offers a competitive benefit package for both Full-Time and Part-Time employees including:

• 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.