Customer Service Representative (Bank Teller) jobs in United States
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WoodTrust Bank ยท 18 hours ago

Customer Service Representative (Bank Teller)

WoodTrust Bank is a large privately owned financial institution focused on providing excellent customer service. The Customer Service Representative (Bank Teller) is responsible for ensuring a positive customer experience by processing banking transactions and assisting customers with their inquiries and account maintenance.

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Responsibilities

Provide exceptional customer service by greeting customers, answering questions, and resolving basic account issues
Process routine financial transactions including deposits, withdrawals, check cashing, loan payments, and money orders
Balance cash drawers accurately at the beginning and end of each shift
Verify customer identification and follow security procedures to prevent fraud
Educate customers on bank products such as checking, savings, credit cards, and online banking
Assist customers with account maintenance including address changes, card replacements, and account inquiries
Refer customers to appropriate specialists for loans, investments, or more complex financial needs
Maintain confidentiality and compliance with all banking regulations and internal policies
Handle cash and negotiable instruments with accuracy and attention to detail
Support branch operations by helping with administrative tasks, filing, and recordkeeping
Resolve customer concerns professionally or escalate issues when necessary
Promote digital banking tools and assist customers with mobile or online banking setup

Qualification

Customer serviceCash handlingBanking transactionsAttention to detailProfessional demeanorCompliance knowledgePositive attitudeReliabilityConfidentiality

Required

Exceptional customer service skills
Ability to process routine financial transactions including deposits, withdrawals, check cashing, loan payments, and money orders
Ability to balance cash drawers accurately at the beginning and end of each shift
Ability to verify customer identification and follow security procedures to prevent fraud
Ability to educate customers on bank products such as checking, savings, credit cards, and online banking
Ability to assist customers with account maintenance including address changes, card replacements, and account inquiries
Ability to refer customers to appropriate specialists for loans, investments, or more complex financial needs
Ability to maintain confidentiality and compliance with all banking regulations and internal policies
Ability to handle cash and negotiable instruments with accuracy and attention to detail
Ability to support branch operations by helping with administrative tasks, filing, and recordkeeping
Ability to resolve customer concerns professionally or escalate issues when necessary
Ability to promote digital banking tools and assist customers with mobile or online banking setup
Professional demeanor
Positive attitude
Reliability
Excellent attention to detail
Reliable transportation
Ability to travel to various locations and markets within the Central Wisconsin area as assigned

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Paid sick time
Paid time off
Vision insurance

Company

WoodTrust Bank

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WoodTrust Bank engages in a wide variety of financial service activities on behalf of a diverse group of corporate, family, individual and not-for-profit customers.

Funding

Current Stage
Growth Stage

Leadership Team

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Jason Deitz, CFA
SVP & Chief Investment Officer
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Company data provided by crunchbase