Customer Service Representative; BANK TELLER

CUSTOMER SERVICE REPRESENTATIVE (BANK TELLER)

Full-Time
Various locations within the Central Wisconsin area

JOIN OUR TEAM!If you are looking for a rewarding career opportunity in a professional and fun work environment, look no further than Wood Trust Bank! We value every associate and appreciate each individual role and how they contribute to our success. We are looking for an individual who enjoys helping people and who is compelled to provide excellent customer service to join our Customer Service Representative (CSR) team in a full-time capacity.

WHY WE’RE DIFFERENT
Did You Know? At over $7.4 billion in client assets under management and $675 million in bank assets, Wood Trust is one of the largest privately owned, full service financial institutions headquartered in central and northern Wisconsin, serving individual, family, corporate and not-for-profit customers in 35 states. With an acute focus on our core value,
the customer is #1, Wood Trust has succeeded as a quality, community-focused financial institution since its founding in 1891.

In addition to our pursuit of life-time customers, we seek to provide associates an environment that allows them to learn, grow and succeed with an emphasis on hiring for the long-term and incentivizing teammates to spend the duration of their careers with Wood Trust. If you are interested in a career in financial services, want to work with fun and talented professionals, and grow with a private, family-owned organization, you would be a great fit for our team!

A DAY IN THE LIFE OF A CUSTOMER SERVICE REPRESENTATIVE
As a CSR, your primary responsibility is to ensure a positive total customer experience by completing banking transactions for individual and business customers. Keys to success include a professional demeanor, positive attitude, reliability, and excellent attention to detail. This role requires travel to various locations and markets within the Central Wisconsin area as assigned. The individual must have reliable transportation and be able to provide coverage at multiple designated sites.

Your primary responsibilities will include:

• Provide exceptional customer service by greeting customers, answering questions, and resolving basic account issues
• Process routine financial transactions including deposits, withdrawals, check cashing, loan payments, and money orders
• Balance cash drawers accurately at the beginning and end of each shift
• Verify customer identification and follow security procedures to prevent fraud
• Educate customers on bank products such as checking, savings, credit cards, and online banking
• Assist customers with account maintenance including address changes, card replacements, and account inquiries
• Refer customers to appropriate specialists for loans, investments, or more complex financial needs
• Maintain confidentiality and compliance with all banking regulations and internal policies
• Handle cash and negotiable instruments with accuracy and attention to detail
• Support branch operations by helping with administrative tasks, filing, and recordkeeping
• Resolve customer concerns professionally or elevate issues when necessary
• Promote digital banking tools and assist customers with mobile or online banking setup

JOIN OUR TEAM!If you want to work with fun and talented professionals, and grow with a private, family-owned organization, you would be a great fit for our team! Wood Trust strives to be an employer of choice, placing a major emphasis on personal and professional development. As a CSR, you will be involved in an on-the-job training program to enhance your skills and encourage internal advancement.

This is full-time position and offers a great work-life balance. A schedule is prepared a week or two in advance and may consist of scheduled time between 7:00 a.m. and 5:00 p.m. Monday through Thursday; 7:00 a.m. and 6:00 p.m. on Fridays; and approx. one Saturday per month from 8:00 to noon.

We offer competitive pay, a full benefit package including medical, dental, vision, vacation, sick leave and a generous 401(k) matching program along with a performance-based annual bonus opportunity.

Please submit your application and resume by email to or in person at one of our seven branch locations.

Wood Trust is an Equal Opportunity Employer.

Notice: If you are leaving a Wood Trust website and going to a third party site, that site may have a privacy policy different from Wood Trust and may provide less security than this Wood Trust site. Wood Trust and its affiliates are not responsible for the products, services, and content on the third party website.