Jobs and Careers
BA

Customer Service Rep - Full Time - Shawano

Bank First
United Statesfull_timeVerifiedPosted 23 Mar 2026

About the role

Job DetailsJob Location: Bank First Shawano - Shawano, WI 54166Bank First was recently named to the Top 100 Banks to work for in the Country! Come see why!

 

POSITION SUMMARY:

The Customer Service Representative (CSR) is responsible for building customer relationships by identifying needs and recommending appropriate products or services. CSR’s open and maintain all deposit accounts, process teller transactions, display a high level of professionalism and deliver exceptional customer service. 

 

RESPONSIBILITIES:

Provide exceptional customer service
Follow established Customer Identification Policy to properly identify customers
Adhere to all rules and regulations
Open new deposit accounts (DDA, SAV, COD, IRA, HSA) and provide proper disclosures following bank and federal guidelines
Update customer information as needed (name, address, phone, email, etc)
Process teller transactions accurately and efficiently
Accurately balance cash drawer
Continually develop product knowledge
Assist customers with unauthorized entries/fraud
Perform customer research
Order new or replacement debit cards
Support all aspects of Safe Deposit Boxes (open, close, maintain, entry)
Prepare documents for wire transfers
May also perform other duties including notary services, balancing the ATM, processing overdrafts

 

 #INDBF

 QualificationsCOMPETENCIES:

Honesty, Integrity and Ethics –  honesty and integrity is  the ability to act in a fair and just manner, free from deception;  ethics is the ability to be guided by the company’s accepted principles of moral conduct
Accountability – the extend to which an individual is willing to accept responsibility
Adaptability – the extent to which an individual can fit into a changing working environment. 
Decision Making – the ability to select an effective course of action while controlling resources and expenditures
Interpersonal / Customer Oriented – the ability to develop and maintain relationships with others.  The desire to serve both external and internal clients by focusing effort on meeting the client’s needs, understanding their concerns and seeking to build trust
Relationship building- this looks at the ability of the individual to establish and maintain a good rapport and cooperative relationship with customers and co-workers.
Priority Setting-  Determines the interrelationships and relative importance of tasks and takes action accordingly
Detail Oriented- Detail orientation looks at the ability of the individual to pay meticulous attention to all aspects of a situation or task, no matter how small or seemingly unimportant.
Accuracy- Accuracy looks at the extent to which an individual’s work is correct and error free within company policies and guidelines. This competency asks the question
Consulting- Gives expert advice; is a knowledgeable resource.  Works collaboratively to develop possible solutions. Analyze information, and/or to solve problems
Sales ability- this looks at whether an individual can use appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients.

 

Skills/Knowledge/Abilities:

High School Diploma or equivalent
Customer service experience
Cash handling experience  
Teller experience preferred
Strong  communication skills
Strong interpersonal skills
Proficient computer skills (Microsoft Word and Excel)
Excellent organizational skills

 

This job description does not constitute an exhaustive list of responsibilities and management may revise at any time

Apply for this role

Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.

Apply Now →Generate Application Kit

Free account required — sign up in 30s

Company

Bank First

View company profile →