Full-Time Teller/Customer Service Representative

EQUITABLE BANK SSB • Wauwatosa, WI

1d

About The Position

Since our founding in 1927, our employees have been the main reason for The Equitable Bank’s success. We are a local bank with strong ties to the communities where our branches are located. Our culture is inclusive, and our work environment is collaborative, friendly, and family-oriented. We pride ourselves on offering our customers excellent service and financial guidance to help navigate ever-changing life events.

We offer competitive salaries, excellent benefits, on-the-job training, and opportunities for career advancement. We invite you to become part of The Equitable Bank team.

We are currently seeking a Full-Time Teller/Customer Service Representative. This position is scheduled Monday through Friday with some Saturday mornings.

Position Overview
This role combines exceptional customer service with relationship-building and sales engagement. The ideal candidate enjoys meaningful customer conversations, identifying financial needs, and connecting customers with the right solutions to help them succeed.

Requirements

• Strong listening and interpretive skills with the ability to match customer needs to appropriate financial solutions.
• Confidence initiating conversations and building rapport with customers.
• Goal-driven mindset with the ability to work toward monthly referral objectives.
• Experience using customer relationship-building tools or willingness to learn.
• Ability to present product information clearly and persuasively.
• Strong attention to detail and commitment to accuracy.
• High School Degree or equivalent required.

Nice To Haves

• Demonstrated success in a retail, financial, or service-based sales environment preferred.
• Cash handling experience is highly desirable.

Responsibilities

• Proactively engage customers in meaningful conversations to uncover opportunities for new accounts, loans, and other financial solutions.
• Follow up with potential leads generated through branch activity, community events, or inbound inquiries.
• Participate in outbound calling efforts to existing customers to share product updates, promote special offers, and strengthen ongoing relationships.
• Maintain a strong understanding of financial products to clearly explain features and benefits.
• Process customer transactions accurately and efficiently while providing positive branch experience.
• Meet or exceed individual and branch referral goals.
• Maintain compliance with bank policies, procedures, and regulatory requirements.

Benefits

• Quarterly referral bonuses
• 401(k) with 4% dollar-for-dollar Employer match
• Paid Time off
• Bank paid Life Insurance at four times your annual salary
• Medical, Dental, Vision Insurance
• Personal banking and loan benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED