Growth-Minded Teller — Customer Relationships & Benefits

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% dollar-for-dollar match

Paid time off

Life insurance at four times annual薪资

Job summary

The Equitable Bank is seeking a Full-Time Teller to provide friendly, accurate service and build lasting customer relationships in our Wisconsin branch. You will identify customer needs, promote appropriate banking products, and support branch growth through referrals.

Typical duties include handling deposits and transactions, ensuring compliance with policies, and collaborating with teammates across departments to deliver excellent service to our community.

Qualifications

• Strong listening and relationship-building skills.
• Ability to identify customer needs and offer suitable financial solutions.
• Excellent accuracy in cash handling and transactions.
• Comfort with sales goals and referral objectives.
• Experience using CRM tools is a plus.

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 branch growth.
• Conduct outbound outreach to share product updates and offers.
• Develop knowledge of bank products and explain features and benefits.
• Process deposits, withdrawals, payments and other transactions accurately.
• Follow bank policies, procedures, and regulatory requirements.
• Collaborate with teams across the bank including customer service and loan servicing.

Skills

Active listening

Relationship building

Goal oriented

CRM tools familiarity

Product knowledge & presentation

Attention to detail

Education

High school diploma or equivalent

Tools

CRM software

Job description

The Equitable Bank is seeking a Full-Time Teller to provide friendly, accurate service and build lasting customer relationships in our Wisconsin branch. You will identify customer needs, promote appropriate banking products, and support branch growth through referrals.

Typical duties include handling deposits and transactions, ensuring compliance with policies, and collaborating with teammates across departments to deliver excellent service to our community.