Customer Service Representative

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Health Savings Account

Disability insurance

Life insurance

AD&D insurance

Voluntary life and FSAs

401(k) with employer match

Paid time off

Flexible scheduling

Education assistance

Employee discounts

Job summary

National Exchange Bank & Trust in Wisconsin is seeking a Customer Service Representative to help customers manage their accounts and choose suitable banking products. You will handle transactions, open new accounts, and provide guidance on financial needs in a customer-focused, on-site role.

This position emphasizes accuracy, confidentiality, and teamwork within a friendly, community-driven environment, offering opportunities for growth and development.

Qualifications

• Excellent customer service skills.
• Attention to detail and accuracy.
• Clear communication skills.
• Ability to multi-task in a fast-paced environment.
• Problem solving and independent work when needed.
• Friendly, courteous demeanor and confidentiality.

Responsibilities

• Process account transactions accurately and efficiently.
• Open new accounts and advise on suitable products.
• Provide guidance to customers for financial decisions.

Skills

Excellent customer service

Attention to detail

Great communication

Multi-tasking

Problem solving

Teamwork / independence

Education

High school diploma or equivalent

Tools

Computer literacy

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 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

The following skills and attributes are needed to succeed in your banking career:

• 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.