Jobs · OTHR · Wisconsin

Full-Time Teller/Customer Service Representative

The Equitable Bank · Hales Corners, WI · 3 days ago
On-siteOTHRFull-time

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.

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.

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.
    Able 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.

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

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.

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