Job Information
The Bank of New Glarus Customer Service Representative in Monroe, Wisconsin
The Bank of New Glarus (BNG), an independent bank providing financial guidance and solutions, is seeking a Full-Time Customer Service Representative to add to our team at our Monroe location.
Company Benefits: Medical, Dental, Vision, HRA, HSA, Flexible Spending Account, Life Insurance and AD&D, Short-Term Disability, Long-Term Disability, Voluntary Life, 401k, Profit Sharing Plan, PTO, Holiday Pay, Funeral Leave, and Jury Duty Paid Leave.
Work Schedule: Monday - Friday; 8:00am to 5:30pm & every other Saturday; 8:30am to 12:00pm
Position Duties/Essential Job Functions:
This position is responsible for opening new deposit accounts and maintaining existing deposit accounts services, paying and receiving activities, customer inquiries, and assisting with customer greeting and phone coverage. This individual is also accountable for meeting the customer’s needs by describing the benefits and features of the Bank's products and services to ensure maximum cross-selling and account retention relied upon to provide premium quality service to all customers for the products and services utilized. In addition, you will work with IRA/SEP accounts to include, yet not limited to, opening/closing, maintenance, compliance, and option types. This position will work in and with the safe deposit area and is responsible for debit/ATM card ordering.
Personal Bankers must have a solid understanding of the Bank’s core system which includes, but is not limited to, UFS Navigator and Integrated Teller System. Duties and responsibilities may be added, deleted, or changed at any time at the discretion of management, formally or informally, either verbally or in writing.
Sell Bank products and services by clarifying customer's needs, validating services being delivered, presenting features and benefits, and closing by asking for the business. Offer logical enhancements during the selling process and develop customer relationships. Send personal thank you on each account opened, and complete the 2-2-2 follow-up.
Be sales orientated while providing “premium quality service”.
Complete proper documentation for all deposit account relationships from opening to closing of an account, including making needed updates and changes.
Work closely with all Bank team members to ensure that we treat all customer inquiries, questions, and complaints with respect and prompt follow through.
Serve as branch’s primary for IRA/SEP retirement products and other deposit accounts with regards to the Bank’s processing systems, disbursements, compliance, and changes in the law or forms.
Maintain professional and community affiliations to increase the Bank’s visibility and new business opportunities and to further personal development.
Support teller and personal banking areas to ensure proper branch coverage at all times.
Expected Outcomes:
Identify opportunities to sell Bank products and services by clarifying customer's needs, validating services being delivered, presenting features and benefits, and closing by asking for the business and referring to the appropriate team member to complete the transaction.
Meet the Bank’s sales initiatives.
Treat all customer inquiries, questions, and complaints with respect and follow through. Maintain the Bank's goal to be accessible to the customer and always provide premium service.
Be a team player. Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, co-workers, and managers.
Maintain a high level of ethical behavior within the banking profession.
Be aware of and support the Bank's efforts in meeting the Community Reinvestment Act ( CRA ).
Qualifications:
Relevant 2-year degree from a technical college, high school diploma, or equivalent.
3 years of related experience or training.
Must be able to solve practical problems and deal with a variety of concrete variables and situations where only limited standardization exists.
Must be able to interpret a variety of instructions furnished in written, oral, diagram or schedule form. As well as read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Must be able to add, subtract, multiply and divide in all units of measure using whole numbers, common fractions, and decimals. Also complete rate, ratio, and percentages, and to create and interpret statistical information and graphs.
Proficient with a 10 Key Calculator, Keyboarding, Knowledge of Personal Computer and Wide Array of Software Applications.
Strong customer service skills and cash handling experience.
Demonstrated effective communication skills, cheerful demeanor, and selling/cross-selling abilities.
Essential Physical/Mental Requirements:
While performing the duties of this job, the employee is regularly required to sit for prolonged periods of the workday; use their hands and fingers; reach with hands and arms; talk plainly and hear accurately. The employee frequently is required to walk. The employee is occasionally required to stand; reach with hands and arms; climb and balance; and stoop, kneel and crouch. The employee must regularly lift and/or move up to ten pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, and ability to adjust focus.
The above statements are intended to describe the general nature and level of work being performed by the person assigned to this position. This job description does not state or imply that the above are the only duties and responsibilities assigned to this position. Employees holding this position will be required to perform any other job-related duties as requested by the Company. All requirements are subject to modification at any time for any reason at the Company’s sole discretion.
Company Website: https://thebankofnewglarus.bank/
An Equal Opportunity Employ er
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