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The Equitable BankPosted 2 weeks ago

Full-Time Teller/Customer Service Representative

On-siteWest Allis, Wisconsin, United States

Full TimeSmall

Job Summary

Deliver friendly, accurate, and efficient service while building lasting customer relationships and processing deposits, withdrawals, and payments. Engage with customers to identify financial needs, recommend products, and conduct outbound outreach to share updates and promote special offers. Identify referral opportunities that support customers' financial goals and contribute to branch growth objectives. Maintain knowledge of bank products and services to confidently explain features and benefits while following all policies and regulatory requirements. Collaborate with teams across customer service, accounting, loan servicing, and other departments. Schedule includes Monday through Friday with some Saturday mornings and occasional travel for training or assisting at another office.

Required Qualifications

  • High school degree or equivalent
  • Strong listening and interpretive skills
  • Confidence initiating conversations and building rapport with customers
  • Goal-driven mindset
  • Ability to present product information clearly and persuasively
  • Strong attention to detail
  • Commitment to accuracy
  • Experience using customer relationship-building tools
  • Willingness to learn
  • Ability to work toward monthly referral objectives

Desired Qualifications

  • Demonstrated success in a retail, financial, or service-based sales environment
  • Cash handling experience

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