About the job
About The Company
National Exchange Bank & Trust is a well-established, independent financial institution committed to delivering superior customer service, financial expertise, and community involvement. With deep roots in Wisconsin and a reputation for integrity and personalized banking, we are dedicated to helping our clients reach their financial goals while supporting our employees in their career growth. At National Exchange Bank & Trust, we foster a collaborative and respectful work environment that values professionalism and inclusion.
About The Role
We are seeking a personable and dependable Customer Service Representative to join our team. This individual will be responsible for providing friendly, efficient, and effective service to our customers, ensuring each interaction upholds our values and service standards. The ideal candidate will demonstrate strong interpersonal skills and be comfortable using various office and banking tools to support daily operations. This role requires an enthusiastic individual who enjoys working in a team-oriented environment and is committed to delivering exceptional customer experiences.
Key Responsibilities
- Maintain a courteous and friendly demeanor when interacting with customers and coworkers throughout the day
- Operate standard office and bank equipment, including computers, printers, copiers, scanners, and phone systems
- Utilize required software including Microsoft Word, Excel, Outlook, and Teams to complete tasks and communicate effectively
- Respond to customer inquiries via phone, email, or in person in a clear and professional manner
- Process routine banking transactions accurately and efficiently
- Support daily branch operations and assist team members as needed
- Adhere to company policies, security protocols, and regulatory guidelines
- Represent the bank in a professional manner, maintaining confidentiality and integrity in all customer and team interactions
Required Qualifications
High school diploma or equivalent required
Strong verbal and written communication skills
Proficiency in Microsoft Office applications including Word, Excel, Outlook, and Teams
Ability to operate standard office and bank-related equipment
Customer-focused with a friendly, helpful attitude
Strong organizational skills and attention to detail
Ability to work independently and collaboratively in a team environment
Benefits Offered
National Exchange Bank & Trust provides a competitive benefits package to both full-time and part-time employees, including:
Health, dental, and vision insurance
Health savings account with employer contributions
Short and long-term disability coverage
Employer-paid life and AD&D insurance
Voluntary life insurance, flexible spending accounts, accident, critical illness, hospital indemnity, and legal insurance
401(k) retirement plan with employer match and profit sharing
Paid time off and flexible scheduling
Education assistance program
Discounts on bank products and services
Additional wellness and employee assistance programs
Equal Opportunity Employer
National Exchange Bank & Trust is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants. We celebrate diversity and are dedicated to providing equal employment opportunities regardless of race, religion, color, national origin, gender, sexual orientation, age, veteran status, disability status, or any other legally protected status.
Join a team that values respect, collaboration, and community. Apply today and
take the next step in your career with National Exchange Bank & Trust.
Desired Skills and Experience
Communication
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