Full-Time Teller/Customer Service Representative at EQUITABLE BANK SSB

Whitefish Bay, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Jun, 26

Salary

0.0

Posted On

04 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Relationship Building, Sales Engagement, Financial Needs Identification, Account Opening, Loan Solutions, Outbound Calling, Product Knowledge, Transaction Processing, Compliance, Listening Skills, Rapport Building, Goal Orientation, Attention to Detail, Cash Handling

Industry

Banking

Description

Description Since our founding in 1927, our employees have been the main reason for The Equitable Bank’s success. We are a local bank with strong ties to the communities where our branches are located. Our culture is inclusive, and our work environment is collaborative, friendly, and family-oriented. We pride ourselves on offering our customers excellent service and financial guidance to help navigate ever-changing life events. We offer competitive salaries, excellent benefits, on-the-job training, and opportunities for career advancement. We invite you to become part of The Equitable Bank team. 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 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 Requirements 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 Degree 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.

Responsibilities

This role involves proactively engaging customers to uncover financial needs and connecting them with appropriate solutions like new accounts or loans, while also processing transactions accurately. Responsibilities include following up on leads, participating in outbound calling, and meeting referral goals while maintaining compliance.