Full-Time Traveling Teller

EQUITABLE BANK SSB•Wauwatosa, WI

6d•Hybrid

About The Position

The Equitable Bank is seeking a Full-Time Traveling Teller to join their team. This role is responsible for providing exceptional customer service, building relationships, and identifying financial needs to connect customers with appropriate solutions. The position involves traveling to various branch offices in the Metro Milwaukee area to cover staff shortages, assist with special projects, and conduct outbound customer outreach. The bank offers a collaborative, friendly, and growth-oriented work environment with opportunities for career advancement.

Requirements

A valid driver's license, reliable personal transportation and the ability to commute to the various branch locations in the Metro Milwaukee area.
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 preferred.

Responsibilities

Deliver friendly, accurate, and efficient service while building lasting customer relationships.
Engage with customers to identify financial needs and recommend appropriate products and services.
Identify referral opportunities that support customers' financial goals and contribute to branch growth objectives.
Conduct outbound customer outreach to share product updates, promote special offers, and strengthen customer and community relationships.
Develop and maintain knowledge of bank products and services to confidently explain features and benefits.
Process deposits, withdrawals, payments and other transactions accurately while providing an exceptional customer experience.
Follow all bank policies, procedures, and regulatory requirements.
Collaborate and learn from teams across the bank including customer service, accounting, loan servicing, and other departments.
Assist with extra duties and special projects when not traveling.