Customer Service Representative

National Exchange Bank & Trust is a distinguished independent, family-owned financial institution serving Southeastern Wisconsin since 1933. They are seeking a dedicated and customer-focused individual to join their team as a Customer Service Representative, where you will serve as the first point of contact for clients, ensuring their banking needs are met with professionalism and care.

Responsibilities:

• Providing exceptional customer service by addressing inquiries, resolving issues, and ensuring a positive banking experience
• Processing various account transactions accurately and efficiently, including deposits, withdrawals, and transfers
• Promoting and explaining bank products and services to meet customer needs and enhance their financial wellbeing
• Assisting customers in opening new accounts, including checking, savings, and other banking products
• Maintaining a thorough understanding of banking policies, procedures, and compliance requirements
• Identifying opportunities for cross-selling and referring customers to appropriate banking specialists when necessary
• Ensuring the confidentiality and security of all customer and bank information
• Participating in ongoing training and development activities to stay current with banking regulations and product offerings

Requirements:

• Excellent customer service abilities
• Effective communication skills
• Capacity to handle multiple tasks efficiently
• High school diploma or equivalent
• Prior experience in cash handling and customer service roles
• Ability to operate computers and standard office equipment
• Maintaining professionalism and composure under pressure
• High level of confidentiality and discretion regarding customer and bank information
• Strong problem-solving skills
• Attention to detail
• Ability to work independently or as part of a team
• Flexibility to travel to neighboring offices for staffing coverage