Retail Banking Customer Experience Associate

Fox-Valley-Savings-Bank; Oshkosh (WI); On-site; USD 32,000 - 52,000; Full time

Job summary

Fox Valley Savings Bank in Oshkosh, WI is seeking a Customer Experience Representative to serve as the frontline ambassador, delivering a seamless banking experience across in-branch and phone interactions. You will greet customers, process routine transactions, and guide them to the right services with accuracy and warmth.

In this role you will educate clients on digital tools, handle inquiries, ensure security and confidentiality, and support lobby operations.

Qualifications

• Warmly greet customers using their name and eye contact.
• Deliver prompt, accurate service across all transactions.
• Actively listen to customer needs and recommend relevant products.
• Educate customers on digital banking tools and features.
• Take ownership of concerns and resolve issues promptly.

Responsibilities

• Greet and assist visitors, customers, vendors, and employees at the branch.
• Answer, screen, and direct incoming calls professionally and timely.
• Direct visitors to the appropriate employee or department while maintaining security.
• Support lobby management, monitor customer flow, and communicate wait times.
• Balance cash and reconcile transactions daily with accuracy.
• Follow bank policies, procedures, and security guidelines consistently.
• Identify discrepancies, resolve errors, and escalate as needed.
• Maintain knowledge of retail banking products, services, and compliance.
• Participate in opening/closing procedures and uphold branch safety.
• Uphold confidentiality and complete required compliance training.

Skills

Customer service

Active listening

Effective communication

Digital banking tools

Attention to detail

Job description

Fox Valley Savings Bank in Oshkosh, WI is seeking a Customer Experience Representative to serve as the frontline ambassador, delivering a seamless banking experience across in-branch and phone interactions. You will greet customers, process routine transactions, and guide them to the right services with accuracy and warmth.

In this role you will educate clients on digital tools, handle inquiries, ensure security and confidentiality, and support lobby operations.