CUSTOMER SERVICE REPRESENTATIVE (BANK TELLER) – Full-Time

WoodTrust Financial Corporation; Wisconsin; On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Competitive pay

Full benefits including medical, dental, and vision

401(k) matching program

Performance-based annual bonus

Job summary

A private community-focused financial institution in Wisconsin seeks a full-time Customer Service Representative to ensure a positive customer experience. Key duties include processing transactions, educating customers about banking products, and promoting digital banking. The ideal candidate should possess excellent customer service skills and attention to detail, and must have reliable transportation for travel between branch locations. Join a supportive environment that values individual roles and personal development.

Qualifications

• Must have reliable transportation for travel to various locations.
• Ability to handle cash and negotiable instruments accurately.
• Experience in customer service roles is preferred.

Responsibilities

• Provide exceptional customer service by greeting customers and resolving issues.
• Process routine financial transactions including deposits and withdrawals.
• Balance cash drawers accurately before and after shifts.
• Educate customers on bank products and assist with account maintenance.
• Promote digital banking tools and support branch operations.
• Assist customers with account maintenance including address changes, card replacements, and account inquiries
• Refer customers to appropriate specialists for loans, investments, or more complex financial needs
• Maintain confidentiality and compliance with all banking regulations and internal policies
• Handle cash and negotiable instruments with accuracy and attention to detail
• Support branch operations by helping with administrative tasks, filing, and recordkeeping
• Resolve customer concerns professionally or elevate issues when necessary
• Promote digital banking tools and assist customers with mobile or online banking setup

Skills

Customer service excellence

Attention to detail

Professional demeanor

Reliability

Job description

CUSTOMER SERVICE REPRESENTATIVE (BANK TELLER)

Full-Time
Various locations within the Central Wisconsin area

JOIN OUR TEAM!If you are looking for a rewarding career opportunity in a professional and fun work environment, look no further than WoodTrust Bank! We value every associate and appreciate each individual role and how they contribute to our success. We are looking for an individual who enjoys helping people and who is compelled to provide excellent customer service to join our Customer Service Representative (CSR) team in a full-time capacity.

WHY WE’RE DIFFERENTDid You Know? At over $7.4 billion in client assets under management and $675 million in bank assets, WoodTrust is one of the largest privately owned, full service financial institutions headquartered in central and northern Wisconsin, serving individual, family, corporate and not-for-profit customers in 35 states. With an acute focus on our core value, the customer is #1, WoodTrust has succeeded as a quality, community-focused financial institution since its founding in 1891.

In addition to our pursuit of life-time customers, we seek to provide associates an environment that allows them to learn, grow and succeed with an emphasis on hiring for the long-term and incentivizing teammates to spend the duration of their careers with WoodTrust. If you are interested in a career in financial services, want to work with fun and talented professionals, and grow with a private, family-owned organization, you would be a great fit for our team!

A DAY IN THE LIFE OF A CUSTOMER SERVICE REPRESENTATIVEAs a CSR, your primary responsibility is to ensure a positive total customer experience by completing banking transactions for individual and business customers. Keys to success include a professional demeanor, positive attitude, reliability, and excellent attention to detail. This role requires travel to various locations and markets within the Central Wisconsin area as assigned. The individual must have reliable transportation and be able to provide coverage at multiple designated sites.

Your primary responsibilities will include:

• Provide exceptional customer service by greeting customers, answering questions, and resolving basic account issues
• Process routine financial transactions including deposits, withdrawals, check cashing, loan payments, and money orders
• Balance cash drawers accurately at the beginning and end of each shift
• Verify customer identification and follow security procedures to prevent fraud
• Educate customers on bank products such as checking, savings, credit cards, and online banking
• Assist customers with account maintenance including address changes, card replacements, and account inquiries
• Refer customers to appropriate specialists for loans, investments, or more complex financial needs
• Maintain confidentiality and compliance with all banking regulations and internal policies
• Handle cash and negotiable instruments with accuracy and attention to detail
• Support branch operations by helping with administrative tasks, filing, and recordkeeping
• Resolve customer concerns professionally or elevate issues when necessary
• Promote digital banking tools and assist customers with mobile or online banking setup

JOIN OUR TEAM!If you want to work with fun and talented professionals, and grow with a private, family-owned organization, you would be a great fit for our team! WoodTrust strives to be an employer of choice, placing a major emphasis on personal and professional development. As a CSR, you will be involved in an on-the-job training program to enhance your skills and encourage internal advancement.

This is full-time position and offers a great work-life balance. A schedule is prepared a week or two in advance and may consist of scheduled time between 7:00 a.m. and 5:00 p.m. Monday through Thursday; 7:00 a.m. and 6:00 p.m. on Fridays; and approx. one Saturday per month from 8:00 to noon.

We offer competitive pay, a full benefit package including medical, dental, vision, vacation, sick leave and a generous 401(k) matching program along with a performance-based annual bonus opportunity.

Please submit your application and resume by email to [e-mail] or in person at one of our seven branch locations.

WoodTrust is an Equal Opportunity Employer.

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