Customer Service Banking Specialist

2 weeks ago

Waukesha, Wisconsin, United States First Federal Bank of Wisconsin Full time
Job Overview

The role involves providing exceptional service to the Bank's clientele in a professional, respectful, and confidential manner. The position focuses on promoting and processing the Bank's deposit products and services while engaging in business development activities. Adherence to the Bank's regulations and policies is essential.

Key Responsibilities

Primary Duties Include:

  1. Conduct all tasks with accuracy, thoroughness, and compliance with Bank policies and procedures.
  2. Engage in select responsibilities associated with loan processing, including generation, closing, administration, and collections.
  3. Welcome all customers and prospects, promoting the Bank and cross-selling products and services.
  4. Process checking and savings deposits: confirm cash and endorsements, verify identification for cash back, and issue deposit receipts.
  5. Review deposited checks and determine funds availability in accordance with regulatory requirements, issuing Hold Notices as necessary.
  6. Facilitate savings withdrawals.
  7. Cash checks: validate endorsements, confirm identification, and ensure authenticity.
  8. Identify counterfeit currency.
  9. Accept loan payments: verify amounts and issue receipts.
  10. Manage currency transactions from the vault as required, ensuring branch staff cash limits are adhered to.
  11. Balance cash drawers daily, including periodic batching of cashed checks.
  12. Ensure branch staff workstations are adequately supplied.
  13. Follow procedures for managing dormant accounts.
  14. Utilize scanning and other technologies for daily operations.
  15. Meet sales and referral targets as assigned.
  16. Keep management informed of customer feedback and concerns.
  17. Address basic customer inquiries regarding interest rates, service charges, and account histories while adhering to disclosure requirements and privacy policies.
  18. Direct customers to the appropriate department for unresolved issues.
  19. Participate in scheduled meetings.
  20. Count loose coins as necessary.
  21. Possess the ability to override branch staff transactions when required.
  22. Assist in balancing the ATM and managing cash orders or vault responsibilities.
  23. Capable of opening deposit accounts.
  24. Cross-sell and market Bank products and services based on customer needs in line with the Bank's standards.
  25. Process deposit products and services in accordance with policy and regulations, ensuring all follow-up tasks related to new account openings are completed accurately.
  26. Clearly explain and finalize all services, ensuring customer understanding of all terms and conditions.
  27. Contact customers to obtain necessary signatures on documents with missing or irregular signatures.
  28. Provide complete product and insurance information to customers.
  29. Refer all mortgage and commercial inquiries to the appropriate banking professionals.
  30. Prepare management reports as needed.
  31. Answer phone calls and respond to customer inquiries in a courteous and professional manner.
  32. Assist customers with routine account-related requests, including funds transfers, electronic funds transfers (EFTs), stop payments, and inquiries about Bank deposit products and service charges.
  33. Log all new accounts and ensure accurate record-keeping by the end of the business day.
  34. Complete all follow-up documentation.
  35. Make calls to customers regarding negative account balances to develop supportive long-term solutions.
  36. Open and close the branch while observing security protocols.
  37. Act as a liaison to lending departments as necessary.
  38. Perform additional duties as assigned.
Other Responsibilities

Adhere to First Federal Bank of Wisconsin's policies and procedures, as well as all applicable state and federal banking regulations.

Qualifications

High School diploma or equivalent is required. Previous cash handling or sales experience is preferred, along with customer service experience. A strong emphasis on accuracy and attention to detail is essential.

Skills

Exceptional customer service skills are crucial. The ability to prioritize tasks and make informed decisions regarding customer transactions while balancing customer satisfaction with the Bank's risk exposure is necessary. Comprehensive knowledge of all Bank deposit products and policies, as well as basic understanding of loan and deposit center products, is required. Familiarity with various federal regulations, including the Bank Secrecy Act and others, is also important.

  • Customer Service Specialist

    1 week ago

    Waukesha, Wisconsin, United States Waukesha State Bank Full time

    Position OverviewAre you seeking a dynamic workplace with a vibrant team dedicated to enhancing customer interactions? Waukesha State Bank is in search of Customer Service Specialists to engage with our clientele through various communication channels, including phone, chat, and email, leveraging their expertise to fulfill customer requirements.Waukesha...

  • Customer Service Banking Associate

    2 weeks ago

    Waukesha, Wisconsin, United States Bank of Montreal Full time

    Position Overview:As a Customer Service Banking Associate, you will play a pivotal role in delivering outstanding service to our clients at Bank of Montreal. Your primary responsibility will be to understand and address customer needs effectively, ensuring a seamless banking experience.Key Responsibilities:1. Provide exceptional support to customers,...

  • Customer Support Specialist

    2 weeks ago

    Waukesha, Wisconsin, United States Waukesha State Bank Full time

    Position OverviewAre you seeking a dynamic workplace with a vibrant team dedicated to engaging with clients? Waukesha State Bank is in search of Customer Support Specialists to assist our clientele through various communication channels, including phone, chat, and email, leveraging their expertise to fulfill customer requirements.About Us: Waukesha State...

  • Commercial Banking Specialist

    2 weeks ago

    Waukesha, Wisconsin, United States Citizens Bank - WI Full time

    Job OverviewAt Citizens Bank, we are dedicated to empowering individuals, enterprises, and communities to achieve financial prosperity for a brighter tomorrow. We are currently in search of a skilled Business Banker to enhance our Commercial Lending division.WORK SCHEDULE: Standard work hours are Monday to Friday, 8:15 AM to 5 PM, with flexibility required...

  • Customer Service Associate

    1 week ago

    Waukesha, Wisconsin, United States Waukesha State Bank Company Full time

    Join Our Team as a Customer Service AssociateAre you seeking a dynamic workplace with a vibrant team dedicated to engaging with clients? Waukesha State Bank is in search of Customer Service Associates to interact with our clients through various channels including phone, chat, and email, leveraging their expertise to fulfill customer requirements.As one of...

  • Automotive Customer Service Specialist

    2 weeks ago

    Waukesha, Wisconsin, United States Jerry's Automotive Service Full time

    Join our team as a full-time Automotive Service Advisor at Jerry's Automotive Service and immerse yourself in the automotive industry while playing a vital role in our successful operation.What We Offer:This position provides a competitive compensation of $45.00/hour. You will enjoy a range of benefits, including uniforms, paid time off (PTO), paid holidays,...

  • Customer Service Representative

    4 days ago

    Waukesha, Wisconsin, United States Citizens Bank - WI Full time

    Job DescriptionAt Citizens Bank - WI, we strive to provide exceptional financial services to our customers. We are seeking a highly skilled and customer-focused Customer Service Representative to join our team.Key Responsibilities:Provide exceptional customer service to customers in a friendly and efficient manner.Process transactions, including deposits,...

  • Customer Service Ambassador

    4 days ago

    Waukesha, Wisconsin, United States Waukesha State Bank Company Full time

    About Waukesha State BankWe are a leading community bank in Wisconsin, dedicated to providing personalized banking services to our customers. Our commitment to excellence and customer satisfaction has earned us a reputation as a trusted financial partner.Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a...

  • Customer Service Agent

    2 weeks ago

    Waukesha, Wisconsin, United States Waukesha State Bank Full time

    Position OverviewAre you seeking a dynamic workplace with a vibrant team dedicated to enhancing customer interactions? Waukesha State Bank is in search of Customer Service Agents to engage with our clientele through various communication channels, including phone, chat, and email, while leveraging their expertise to fulfill customer requirements.About Us:...

  • Customer Service Ambassador

    1 week ago

    Waukesha, Wisconsin, United States Waukesha State Bank Full time

    Customer Service Representative OpportunityDevelop strong relationships with customers through exceptional communication and interpersonal skillsDeliver personalized service with attention-to-detail and a customer-centric approachManage transactions with accuracy and professionalism, ensuring a seamless customer experienceAbout Waukesha State BankWe are a...

  • Customer Relationship Specialist

    2 weeks ago

    Waukesha, Wisconsin, United States First Federal Bank of Wisconsin Full time

    Job OverviewThe role of a Universal Banker involves delivering exceptional service to the Bank's clientele in a professional, respectful, and confidential manner. This position is crucial for promoting and facilitating the Bank's deposit products and services while adhering to established guidelines and fostering business growth.Key ResponsibilitiesPrimary...

  • Customer Service Associate

    4 days ago

    Waukesha, Wisconsin, United States Citizens Bank - WI Full time

    Job OverviewAt Citizens Bank, we are dedicated to assisting individuals, enterprises, and communities in achieving their financial aspirations for a brighter tomorrow. We invite you to explore the opportunity to become a part of our team. We are currently looking for a full-time Customer Service Associate to enhance our team.Work Schedule:Operating hours:...

  • Bank Operations Director

    7 days ago

    Waukesha, Wisconsin, United States Waukesha State Bank Company Full time

    Job Summary:The Bank Operations Director is a key leadership role at Waukesha State Bank, responsible for overseeing the daily operations of the bank. This position manages the Operations Department and sets departmental service standards and goals for various teams, including Deposit Services, Card Services, Fraud Departments, Purchasing, Facilities,...

  • Area Banking Operations Manager

    2 weeks ago

    Waukesha, Wisconsin, United States First Federal Bank of Wisconsin Full time

    Job OverviewPosition Summary:The Area Banking Operations Manager is responsible for overseeing the operational and strategic management of various branches within the organization. This role emphasizes achieving business objectives, improving operational effectiveness, and ensuring adherence to banking regulations.Key Responsibilities:Strategic Leadership:...

  • Universal Banker I

    3 days ago

    Waukesha, Wisconsin, United States WaterStone Bank Full time

    Job SummaryWaterStone Bank is seeking a highly motivated and customer-focused Universal Banker I to join our team. As a key member of our banking team, you will be responsible for delivering exceptional customer service and sales skills to meet the needs of our customers.Key ResponsibilitiesCustomer Service: Provide excellent customer service to meet the...

  • Bank Operations Director

    4 days ago

    Waukesha, Wisconsin, United States Waukesha State Bank Full time

    Job OverviewWaukesha State Bank, a leading community bank in Wisconsin, seeks a seasoned professional to oversee the daily operations of our institution. As the Bank Operations Director, you will be responsible for managing the Operations Department and driving departmental service standards and goals.Key Responsibilities:Manage the Operations Department,...

  • Loan Specialist

    4 days ago

    Waukesha, Wisconsin, United States Vaco Full time

    Job SummaryVaco is seeking a highly skilled Loan Specialist to join our team. As a Loan Specialist, you will be responsible for reviewing and checking consumer loan documents to ensure compliance with all relevant regulations. You will also assist with the force placement of insurance and scan and verify HMDA withdrawn/denied loans.Key ResponsibilitiesReview...

  • Loan Specialist

    19 hours ago

    Waukesha, Wisconsin, United States Vaco Full time

    Job SummaryVaco is seeking a highly skilled Loan Specialist to join our team. As a Loan Specialist, you will be responsible for reviewing and checking consumer loan documents to ensure compliance with all relevant regulations. You will also assist with the force placement of insurance and scan and verify HMDA withdrawn/denied loans.Key ResponsibilitiesReview...

  • Senior Mortgage Servicing Specialist

    2 weeks ago

    Waukesha, Wisconsin, United States Vaco Full time

    Vaco Staffing is seeking a Senior Mortgage Servicing Specialist for a client in the financial services sector. This role offers a contract opportunity with the possibility of extension or permanent placement.Key Responsibilities:Deliver outstanding loan servicing support to clients.Ensure precise processing of loan account transactions.Respond promptly to...

  • Customer Service and Sales Specialist

    7 days ago

    Waukesha, Wisconsin, United States Farmandfleet Full time

    **Job Summary**At Farmandfleet, we're committed to providing an exceptional shopping experience for our customers. As a Sales Associate in our Seasonal/Lawn and Garden Department, you'll play a vital role in ensuring our customers receive top-notch service and find the products they need.**Key Responsibilities:**Provide excellent customer service, responding...