Personal Banker/Customer Service Representative

Location:Burlington, WIHourly: CompetitiveWork type: Direct Hire - Full Time
Date Posted:
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Job ID: MR4007291015

Job Description

Summary:
We've partnered with a community-focused bank in search of a Personal Banker / Customer Service Representative to join their team in Burlington, WI! In this role you'll provide exceptional customer service, support branch operations, and help customers select banking products and services. This role combines new account management, teller support, relationship building, and sales referrals while contributing to branch growth and customer satisfaction.

Location: Fully onsite in Burlington, WI
Hours: Monday-Thursday 8:45am-5:15pm, Friday 8:45am-6:15pm, Saturday 8:45am-12:15pm on rotation (usually 2 Saturdays/month) 
Pay: Hourly rate $20-$22 plus competitive benefits package

Responsibilities:
  • Open, maintain, and close consumer and business accounts.
  • Assist customers with selecting banking products, services, and electronic banking solutions.
  • Identify cross-selling and referral opportunities to deepen customer relationships.
  • Process account maintenance requests, wire transfers, debit card services, and other banking transactions.
  • Support teller operations, vault functions, and safe deposit activities as needed.
  • Resolve customer inquiries, account issues, and service requests.
  • Assist with DDA lines of credit processing and related account services.
  • Ensure accuracy and compliance with bank policies, procedures, and regulatory requirements.
  • Train and support less experienced branch team members.
  • Help achieve branch deposit growth, referral, and retention goals.
  • Represent the bank professionally within the community when appropriate.
Qualifications:
  • Previous banking, personal banking, or financial services experience.
  • Knowledge of deposit accounts, banking products, and branch operations.
  • Strong customer service, communication, and relationship-building skills.
  • Ability to identify customer needs and recommend appropriate solutions.
  • Experience handling confidential information with professionalism and integrity.
  • Strong attention to detail and organizational skills.
  • Ability to multitask and work effectively in a fast-paced environment.
  • Comfortable meeting sales, referral, and customer retention goals.
  • Ability to train and mentor team members.
  • Notary certification or willingness to obtain certification preferred.
  • Working knowledge of banking regulations and compliance requirements is a plus.
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