Top 13 Bank clerk Jobs in Wisconsin

Universal Banker
FARMERS SAVINGS BANK —Hollandale, WI
- Full-time
- Microsoft Excel
- Computer literacy
- Office
6d
Mortgage Closing Clerk
LANDMARK CREDIT UNION —Brookfield, WI
- Full-time
- Office
- High school diploma or GED
- Data entry
Quick Apply
12d
Loan Assistant
Lake Ridge Bank —Monona, WI
- Email
- Microsoft Outlook
- Computer literacy
- English
Customer Service Representative (CSR)
FARMERS SAVINGS BANK —Edmund, WI
- Full-time
- Microsoft Excel
- Computer literacy
- Office
6d
Customer Service Representative (CSR) - Float
FARMERS SAVINGS BANK —Dodgeville, WI
- Full-time
- Microsoft Excel
- Computer literacy
- Office
6d
Loan Servicing Specialist
PCM Credit Union —Green Bay, WI
- From $20 an hour
- Full-time
- Office
- US work authorization
- In-person
- Health insurance
- Dental insurance
Quick Apply
Deposit Operations Specialist
CCFBank —Eau Claire, WI
- Online Application
- Research
- High school diploma or GED
- 1 year
- Wellness program
- Health savings account
Quick Apply
Mortgage Support Clerk, Full-Time (West Allis)
Guardian Credit Union —West Allis, WI
- Full-time
- Office
- Administrative experience
- High school diploma or GED
Client Services Representative
Hiawatha National Bank —Whitehall, WI
- From $17 an hour
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
6d
Member Service Representative I
Valley Communities Credit Union —Stevens Point, WI
- $16 - $17 an hour
- Part-time
- Office
- Entry level
Quick Apply
4d
Accounting Clerk
Shoreline Credit Union —Manitowoc, WI
- $21.50 - $24.50 an hour
- Full-time
- Hybrid work
- Up to 50% travel
- Office
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
17h
Mortgage Loan Processor, Full-Time (West Allis)
GUARDIAN CREDIT UNION —West Allis, WI
- Full-time
- Microsoft Word
- Mid-level
- Office

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Mortgage Closing Clerk
LANDMARK CREDIT UNION —Brookfield, WI
The Mortgage Closing Clerk performs various clerical, data entry and member service functions to prepare the final steps of loans that have been underwritten…
Quick Apply
12d
Mortgage Support Clerk, Full-Time (West Allis)
Guardian Credit Union —West Allis, WI
Conducts front desk reception duties such as answering incoming calls and greeting walk-ins in a professional and friendly manner.

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Check out jobs in cities near your current location, Columbus

Client Service Advisor
Western Alliance Bank —Columbus, OH
May attend customer calls with business development team members to better understand the business relationship and support strategy development to meet…
Retail Lending Administrative Assistant
Northwest Bank —Columbus, OH
Schedules and coordinates logistical support for conference calls and meetings. Open, sort, and distribute incoming correspondence including mail and emails.
Quick Apply

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Universal Banker

FARMERS SAVINGS BANK
Hollandale, WI

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Job Details

Full-time
6 days ago

Qualifications

Financial sales
Phone communication
Computer literacy
Telephone systems
Productivity software
Office phone management

Full Job Description

JOB SUMMARY: Primarily responsible for performing duties in support of operational activities and financial services for the office, including customer service transactions at the teller line, processing all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the bank’s products and services; opening, maintaining and closing of all account types; performing office clerical duties as needed; promoting business for the bank by maintaining good customer relations and referring customers to appropriate staff for new business; and greeting the customer both in person and by phone in a courteous and professional manner.

DUTIES/ESSENTIAL JOB FUNCTIONS:

1. Answer the telephone in a professional manner and direct the customer to the correct area for service.

2. Assist customers day to day transactions at the teller line

3. Assist or direct customers to the appropriate person with questions regarding internet/online banking, telephone banking, debit cards and other technology issues.

4. Interview customer for new accounts by obtaining the appropriate information to determine the appropriate product and/or service to present.

5. Run credit bureau reports as necessary through Trans Union.

6. For account openings (using BPM, Business Process Manager) prepare the appropriate documentation, receive initial account deposit, and ensure that all new accounts are properly processed and comply with Federal and State regulations.

7. IRAs: new accounts, distributions, transfers, beneficiary IRAs.

8. Set up Retail Online (consumer) banking records/access ID & passwords (Access Manager/Connect 3)

9. Set up Online Business accounts, ACH, Remote Deposit Capture, and Mobile capture.

10. Respond to bill payment issues (CheckFree Partner Care).

11. Cross sell appropriate products to perspective customers.

12. On a daily basis perform backup Customer Service Representative duties (lobby, drive up and scanning) as needed.

13. Assist in staffing and travel to other office locations when needed.

14. Assist officers in other administrative duties or projects as needed.

15. Refers customer to the Investment Center when appropriate for the sale of mutual funds, annuities, and bonds.

16. Maintains professional community relations to increase the bank’s visibility and new business opportunities, and to further personal development.

17. At any time other duties may be required as deemed necessary to fulfill the responsibilities of this position.

QUALIFICATIONS:

1. High School diploma or plus additional training equal to two years of college or comparable work experience.

2. Ability to use computer and programs such as Microsoft Word, Excel, and Email

3. One year of previous bank experience

4. Six months of customer service experience

5. Must possess effective verbal and written communication skills

6. Must possess effective interpersonal skills

7. Ability to operate and communicate on standard telephone equipment.

8. Possess a thorough knowledge of various bank products

9. Possess effective problem-solving skills

10. Possess effective listening skills

11. Possess previous sales experience

RESPONSIBILITIES FOR THE PRIVACY AND SAFEKEEPING OF CUSTOMER INFORMATION: Customer financial information will not be accessed unless this access is necessary in the performance of assigned duties. Viewing customer deposit information or credit files to satisfy a personal curiosity is strictly prohibited. Confidential information acquired is considered to be extremely sensitive by our customers. This information must not be revealed to unauthorized persons. This information should not be discussed with others within the bank unless their duties also require the information. Customer financial information can be released only when authorized by the customer or when subpoenaed by a court or the Internal Revenue Service (IRS). Then the information released must be accurate and within the confines of the authorizing document.

RESPONSIBILITIES FOR COMPLIANCE: The employee agrees to comply with all Farmers Savings Bank policies and procedures including federal and state rules and regulations.

ORGANIZATION:

1. Initiate changes in the basic organization structure and complement the planning function in order to accomplish objectives developed in concert with supervisor.

2. Recommend new work procedures and systems to accomplish planning and bank development objectives more efficiently.

RELATIONSHIPS:

1. Responsible to Customer Service Manager for the fulfillment of his or her functions and responsibilities and authority for their proper interpretation.

2. Will have contact with customers, the public and the community, and is to conduct relationships in a manner that will enhance the overall marketing effort of the bank.

3. Will be called upon from time to time to participate with community organizations and in community projects.

4. Bank employment to be main and sole employment. Any “moonlighting” to be approved by Supervisor, and President/CEO.

PERFORMANCE EVALUATION AND ACCOUNTABILITY:

1. Position to be evaluated after first three months, and annually thereafter.

2. Areas of accountability to include all areas mentioned above with specific emphasis of performance in:

a. Performance of duties

b. Organization

c. Relationships

d. Overall production

Job descriptions are not intended, and should not be construed to be all-inclusive lists of all responsibilities, skills, efforts or working conditions associated with a job. While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add or remove duties from particular jobs and to assign other duties as necessary.

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Refine Your Search

bank clerk jobs in wisconsin

Universal Banker

Mortgage Closing Clerk

Loan Assistant

Customer Service Representative (CSR)

Customer Service Representative (CSR) - Float

Loan Servicing Specialist

Deposit Operations Specialist

Mortgage Support Clerk, Full-Time (West Allis)

Client Services Representative

Member Service Representative I

Accounting Clerk

Mortgage Loan Processor, Full-Time (West Allis)

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