Guest Experience Specialist – Banking

Bank-First; Monroe (WI); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank First in Monroe, WI is seeking a Customer Service Representative to be the face of the bank, building relationships, handling teller transactions, and guiding guests toward their financial goals with professionalism.

You will open and maintain deposit accounts, process transactions, update records, assist with research, and help with fraud prevention while following bank policies.

Qualifications

• Customer service experience required; cash handling preferred.
• Strong communication and interpersonal skills.
• Excellent organizational abilities.

Responsibilities

• Open and maintain deposit accounts (checking, savings, CDs, IRAs, HSAs).
• Process teller transactions and balance cash drawer.
• Update customer information and assist with account research.
• Help guests with fraud or unauthorized transactions.
• Manage debit card requests and safe deposit box services.
• Prepare wire transfer documents and ensure compliance with policies.

Skills

Customer service

Cash handling

Communication

Interpersonal skills

Organizational skills

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Job description

Bank First in Monroe, WI is seeking a Customer Service Representative to be the face of the bank, building relationships, handling teller transactions, and guiding guests toward their financial goals with professionalism.

You will open and maintain deposit accounts, process transactions, update records, assist with research, and help with fraud prevention while following bank policies.