Full-Time Teller/Customer Service Representative
The Equitable Bank, West Allis, WI, United States
We are currently seeking a Full-Time Teller/Customer Service Representative. This position is scheduled Monday through Friday with some Saturday mornings.
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
Proactively engage customers in meaningful conversations to uncover opportunities for new accounts, loans, and other financial solutions.
Follow up with potential leads generated through branch activity, community events, or inbound inquiries.
Participate in outbound calling efforts to existing customers to share product updates, promote special offers, and strengthen ongoing relationships.
Maintain a strong understanding of financial products to clearly explain features and benefits.
Process customer transactions accurately and efficiently while providing a positive branch experience.
Meet or exceed individual and branch referral goals.
Maintain compliance with bank policies, procedures, and regulatory requirements.
Benefits
Quarterly 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
Personal banking and loan benefits
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.
Ability to present product information clearly and persuasively.
Strong attention to detail and commitment to accuracy.
Education Requirements
High School diploma or equivalent required.
Demonstrated success in a retail, financial, or service-based sales environment preferred.
Cash handling experience is highly desirable.
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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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
Proactively engage customers in meaningful conversations to uncover opportunities for new accounts, loans, and other financial solutions.
Follow up with potential leads generated through branch activity, community events, or inbound inquiries.
Participate in outbound calling efforts to existing customers to share product updates, promote special offers, and strengthen ongoing relationships.
Maintain a strong understanding of financial products to clearly explain features and benefits.
Process customer transactions accurately and efficiently while providing a positive branch experience.
Meet or exceed individual and branch referral goals.
Maintain compliance with bank policies, procedures, and regulatory requirements.
Benefits
Quarterly 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
Personal banking and loan benefits
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.
Ability to present product information clearly and persuasively.
Strong attention to detail and commitment to accuracy.
Education Requirements
High School diploma or equivalent required.
Demonstrated success in a retail, financial, or service-based sales environment preferred.
Cash handling experience is highly desirable.
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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