Full-Time Teller/Customer Service Representative

The Equitable Bank; Town of Waterford (WI); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Monthly referral bonuses

401(k) with 4% match

Paid time off

Life insurance

Medical, dental, vision insurance

FSA

Personal banking benefits

Job summary

The Equitable Bank in Wisconsin seeks a Full-Time Teller/Customer Service Representative to deliver friendly, accurate service and build lasting customer relationships. You will identify financial needs and connect customers with suitable products and services.

Responsibilities include processing deposits and withdrawals, promoting offers, and collaborating with teams across branches. A high school diploma and customer-facing experience are preferred, with travel for training possible.

Qualifications

• Strong listening and interpretive skills to match needs with solutions.
• Confidence initiating conversations and building rapport with customers.
• Goal-driven to meet monthly referral objectives.
• Experience using customer relationship-building tools or willingness to learn.
• Clear and persuasive product information delivery.
• Strong attention to detail and accuracy.

Responsibilities

• Deliver friendly, accurate, and efficient service while building lasting customer relationships.
• Engage with customers to identify financial needs and recommend appropriate products and services.
• Identify referral opportunities to support customers' goals and branch growth.
• Conduct outbound outreach to share product updates and promotions.
• Develop knowledge of bank products to explain features and benefits.
• Process deposits, withdrawals, payments and other transactions accurately.

Skills

Active listening

Relationship building

Sales / referrals

CRM tools

Attention to detail

Education

High school diploma or equivalent

Tools

CRM software

Job description

Description

Since our founding in 1927, our employees have been the main reason for The Equitable Bank's success. We are a local bank with strong ties to the communities where our branches are located. Our culture is inclusive, and our work environment is collaborative, friendly, and growth oriented. We pride ourselves on offering our customers personalized service and financial guidance to help navigate ever-changing life events.

We offer competitive salaries, excellent benefits, and on-the-job training. No matter where your passion lies, career advancement opportunities exist throughout the bank. Whether you enjoy creating meaningful customer connections in a branch or at a public event, guiding clients through the home lending process, or making an impact in one of our support teams, you'll find opportunities to develop your skills and advance your career. We invite you to become part of The Equitable Bank team.

We are currently seeking a Full-Time Teller/Customer Service Representative. This position is scheduled Monday through Friday with some Saturday mornings. Occasional travel for training and providing help at another office may be required.

Position Overview

This role combines exceptional customer service with relationship-building and sales engagement. The ideal candidate enjoys meaningful customer conversations, identifying financial needs, and connecting customers with the right solutions to help them succeed.

Essential Duties And Responsibilities

• Deliver friendly, accurate, and efficient service while building lasting customer relationships.
• Engage with customers to identify financial needs and recommend appropriate products and services.
• Identify referral opportunities that support customers' financial goals and contribute to branch growth objectives.
• Conduct outbound customer outreach to share product updates, promote special offers, and strengthen customer and community relationships.
• Develop and maintain knowledge of bank products and services to confidently explain features and benefits.
• Process deposits, withdrawals, payments and other transactions accurately while providing an exceptional customer experience.
• Follow all bank policies, procedures, and regulatory requirements.
• Collaborate and learn from teams across the bank including customer service, accounting, loan servicing, and other departments.

Benefits

• Monthly referral bonuses
• 401(k) with 4% dollar-for-dollar employer match
• Paid time off
• Bank paid life insurance at four times your annual salary
• Medical, dental, vision insurance
• Flexible spending and childcare accounts (FSA)
• Personal banking and loan benefits

Requirements

Job Skills

• Strong listening and interpretive skills with the ability to match customer needs to appropriate financial solutions.
• Confidence initiating conversations and building rapport with customers.
• Goal-driven mindset with the ability to work toward monthly referral objectives.
• Experience using customer relationship-building tools or willingness to learn.
• Ability to present product information clearly and persuasively.
• Strong attention to detail and commitment to accuracy.

Education Requirements

• High school degree or equivalent required.
• Demonstrated success in a retail, financial, or service-based sales environment preferred.
• Cash handling experience is highly desirable.

The Equitable Bank is an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital or parental status, military service or status as a covered veteran in accordance with applicable federal, state and local laws. The Bank will also not discriminate based on arrest or conviction record unless considered to be a bona fide occupational qualification.