Teller & Customer Relationship Specialist

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

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.