Demo

Customer Service Representative

Fidelity Bank & Trust
Platteville, WI Full Time
POSTED ON 11/15/2024 CLOSED ON 1/15/2025

What are the responsibilities and job description for the Customer Service Representative position at Fidelity Bank & Trust?

Description

Join Our Dynamic Team as a Customer Service Representative at Fidelity Bank & Trust in our East Region office of Platteville!


Are you looking for an engaging and dynamic opportunity in the banking industry? Look no further! We are currently seeking a motivated individual to join our team as a Customer Service Representative. As a vital member of our organization, you will play a key role in delivering exceptional customer service and providing financial solutions to our valued clients. Fidelity Bank & Trust offers a nice career path within the Customer Servicing area of the bank.


What you will do:

Customer Service Excellence: Interact with customers in a courteous and professional manner, assisting with transactions, inquiries, and account maintenance.

Cash Handling: Accurately and efficiently process various financial transactions, including deposits, withdrawals, and transfers.

Product Knowledge: Stay informed about our products and services to effectively educate customers and recommend appropriate solutions to meet their financial needs.

Compliance: Adhere to all regulatory and compliance guidelines to ensure the security and confidentiality of customer information.

Team Collaboration: Work collaboratively with colleagues to achieve team goals and contribute to a positive work environment.


What you will need:

· Customer service experience

· Excellent customer service and communication skills

· Bank teller/financial institution is preferred.

· Knowledge of banking procedures, policies, and regulations is a plus.

· Proficiency in handling cash and conducting financial transactions

· Ability to work in a fast-paced environment with attention to detail and accuracy

· Familiarity with Microsoft Office Suite.

· We are willing to train a candidate with the right personality and willingness to learn.


Why Join Us at Fidelity Bank & Trust:

Exciting Growth Opportunities: Take your career to new heights with our commitment to professional development and advancement within the Customer Service field.

Collaborative Environment: Work alongside a supportive team that values collaboration and teamwork.

Competitive Benefits: Learn about your benefits offered to part-time employees.

Innovation Culture: Be part of an organization that embraces innovation and stays ahead in the ever-evolving banking industry.

Requirements

Supervisory Responsibility

This position has no supervisory responsibilities. 


Work Environment

In this job, you will work in a professional office setting. Standard office equipment is routinely used in this role.


Physical Demands

To successfully perform the essential functions of this job, an employee must meet the physical demands described here. The employee is regularly required to stand, walk, sit, reach with arms, speak or hear, and touch, handle or feel objects, tools or controls while performing the duties of this job. The job requires close vision, some distance vision, and the ability to adjust focus. There may be some driving involved.


Travel

Travel is not required.


Additional Eligibility Qualifications

None required for this position. 


Other Duties

This job description does not encompass or contain a comprehensive listing of activities, duties, or responsibilities required of the employee in this position. There may be changes in duties, responsibilities, and activities at any time. 


Equal Opportunity Employer: Minorities, Women, Veterans, Disabilities

Please view Equal Opportunity Posters provided by OFCCP/DOL here.

(https://www.dol.gov/agencies/ofccp/posters)

Fidelity Bank & Trust will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with Fidelity Bank & Trust's legal duty to furnish information.

If a reasonable accommodation is needed to complete the application process, please contact Human Resources at (563) 875-7157 and let us know how we can help.

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