Customer Service Representative

National Exchange Bank & Trust is a distinguished independent financial institution serving Southeastern Wisconsin since 1933. We are seeking a dedicated Customer Service Representative to be the first point of contact for our clients, delivering exceptional service and fostering positive relationships while assisting with banking transactions and inquiries.

Responsibilities:

• Processing various banking transactions accurately and efficiently, such as deposits, withdrawals, and payments
• Assist customers in opening new accounts and provide information about our banking products and services to meet their financial needs
• Building and maintaining positive relationships with clients is essential, as is offering personalized guidance to help them achieve their financial goals
• Handle customer inquiries, resolve issues promptly, and ensure compliance with bank policies and procedures
• Maintaining a professional and courteous demeanor at all times is critical, as well as safeguarding sensitive customer and bank information
• Participate in community events or outreach activities to promote our services and strengthen community ties

Requirements:

• Excellent communication and customer service skills
• High attention to detail
• Ability to handle multiple tasks efficiently
• Demonstrate problem-solving abilities
• Maintain a positive, friendly demeanor in all interactions
• High school diploma or equivalent
• Prior experience in cash handling and customer service roles
• Proficiency in operating computers and standard office equipment
• Maintain confidentiality
• Work independently
• Be flexible to travel to neighboring branches when needed
• Strong interpersonal skills