Account Services Representative, Sr. jobs in Wisconsin

Account Services Representative, Sr. provides superior customer service to account holders by responding to questions about their account and processing transactions and fills in as teller as needed. May process account openings, closings, and distributions following standard procedures and regulations. Being an Account Services Representative, Sr. resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Additionally, Account Services Representative, Sr. identifies cross-selling opportunities as appropriate, and may refer customers to other bank resources. Requires a high school diploma or equivalent. Typically reports to a manager. The Account Services Representative, Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be an Account Services Representative, Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)

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ACCOUNT SERVICES REPRESENTATIVE
  • WoodTrust Financial Corporation
  • Wausau, WI FULL_TIME
  • FULL-TIME
    WAUSAU

    JOIN OUR TEAM!
    If you are looking for a rewarding career opportunity in a professional and fun work environment, look no further than WoodTrust Bank! We value every associate and appreciate the importance each individual role contributes to our success.

    We are looking for individuals who enjoy helping people and who are compelled to provide excellent customer service to join our Account Services team in our Wausau offices!

    WHY WE’RE DIFFERENT
    Did You Know? At over $6 billion in client assets under management and $650 million in bank assets, WoodTrust is one of the largest privately owned, full service financial institutions headquartered in central and northern Wisconsin, serving individual, family, corporate and not-for-profit customers in 35 states. With an acute focus on our core value, the customer is #1, WoodTrust has succeeded as a quality, community-focused financial institution since its founding in 1891.

    In addition to our pursuit of life-time customers, we seek to provide associates an environment that allows them to learn, grow and succeed with an emphasis on hiring for the long-term and incentivizing teammates to spend the duration of their careers with WoodTrust. If you are interested in a career in financial services, want to work with fun and talented professionals, and grow with a private, family-owned organization, you would be a great fit for our team!

    A DAY IN THE LIFE OF AN ACCOUNT SERVICES REPRESENTATIVE
    We are looking for a problem solver who can handle inquiries in a busy work environment, someone who likes change, and has a desire to continually learn and grow. Your primary responsibility is to ensure a positive total customer experience by completing banking transactions for individual and business customers.

    As an Account Services Representative, your primary responsibilities will include:

    • Greet customers with a smile
    • Provide information to customers about bank products and services
    • Perform general account maintenance and data entry
    • Back up tellers and operation functions

    OTHER SKILLS AND ABILITIES
    Keys to success include a professional demeanor, positive attitude, effective listening and questioning skills, reliability and excellent attention to detail. Must enjoy people and be willing and eager to interact pleasantly with customers and fellow associates alike. Must understand the team concept and be able to function as a member of a team as this team works towards a common goal.

    Attention to detail, a high degree of accuracy and the ability to multi-task are essential to this position as well as well as a solid understanding of math concepts, good written communication skills and a desire to solve problems. Knowledge of Windows environment and proficient computer skills are necessary.

    It is also essential to observe the strictest secrecy and confidentiality on the subject of accounts and activities of any kind dealing with the bank and maintain a high level of enthusiasm and customer awareness while conveying our confidence in the Bank and the services that are offered.

    EDUCATION AND EXPERIENCE
    High school diploma or general education degree (GED); or one to three years related experience and/or training; or equivalent combination of education and experience.

    WHY JOIN OUR TEAM?
    WoodTrust strives to be an employer of choice, placing a major emphasis on personal and professional development. This is full-time position, Monday through Friday 7:45 a.m. to 4:30 p.m., rotating Saturdays (approximately every 3rd or 4th) from 8:30 a.m. – 12:00 p.m. and offers a great work-life balance. We offer competitive pay, a full benefit package including medical, dental, vision, vacation, sick leave and a generous 401(k) matching program along with a performance-based annual bonus opportunity.

    Applications may be submitted by email to jobs@woodtrust.com or in person at one of our seven branch locations.

    WoodTrust is an Equal Opportunity Employer.

  • 1 Month Ago

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Sales Representative
  • TruGreen - Sales Representative
  • Appleton, WI FULL_TIME
  • TruGreen is Hiring Territory Sales Representatives!At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruGreen is a career full of new o...
  • 2 Days Ago

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Sales Representative
  • TruGreen - Sales Representative - Madison, WI
  • North Freedom, WI FULL_TIME
  • TruGreen is Hiring Territory Sales RepresentativesImmediate Openings in Madison, WI At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with T...
  • 2 Days Ago

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Sales Representative
  • TruGreen - Sales Representative - Madison, WI
  • De Forest, WI FULL_TIME
  • TruGreen is Hiring Territory Sales RepresentativesImmediate Openings in Madison, WI At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with T...
  • 3 Days Ago

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Phone Sales Representative
  • TruGreen - Sales Representative - Madison, WI
  • De Forest, WI FULL_TIME
  • TruGreen is Hiring Territory Sales RepresentativesImmediate Openings in Madison, WI At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. Average income ...
  • 3 Days Ago

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Sr Account Executive
  • TDS Telecom
  • Eau Claire, WI FULL_TIME
  • Overview Do you enjoy finding mutually beneficial solutions for business customers? If so, then come join TDS Telecom as a Sr Account Executive!! *This position will be located out of the Eau Claire, ...
  • 22 Days Ago

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Account Service Representative
  • Wil Fischer Distributing Companies
  • Lenexa, KS
  • Job Description Job Description Account Service Representative ~ $500 Sign-On Bonus Department: Sales Location: Kansas C...
  • 3/28/2024 12:00:00 AM

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Account Service Representative
  • House of Wu
  • Fort Myers, FL
  • Job Description Job Description For over 30 years, House of Wu has been a beacon in the bridal and evening dress manufac...
  • 3/27/2024 12:00:00 AM

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Account Service Representative
  • CPD Distribution LLC DBA
  • Troy, MI
  • Job Description Job Description Zimmer Biomet Great Lakes is an independent distributor of Zimmer Biomet, Inc. based in ...
  • 3/27/2024 12:00:00 AM

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Account Service Representative
  • Nkywater
  • **Position:** Account Service Representative **Location:** Erlanger, KY **Job Id:** 235 **# of Openings:** 1 **Account S...
  • 3/26/2024 12:00:00 AM

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Customer Account Service Representative
  • Epson America, Inc.
  • ** Customer Account Service Representative** Location: Los Alamitos, CA, US Requisition ID: 5201 Company: Epson America,...
  • 3/26/2024 12:00:00 AM

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Account Service Representative
  • Career Personnel Services
  • Birmingham, AL
  • Job Description Job Description Are you ready to start your new career in 2024??!!! A highly reputable and successful in...
  • 3/25/2024 12:00:00 AM

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Account Service Representative
  • Earthquakes Soccer, Llc
  • **Account Service Representative - San Jose Earthquakes (San Jose CA)** San Jose Earthquakes jobs Sports Jobs in San Jos...
  • 3/25/2024 12:00:00 AM

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Account Service Representative (Remote)
  • remoteworkingmomlife.com
  • Las Vegas, NV
  • **Account Service Representative (Remote)** ** Las Vegas, NV 1 month ago Be among the first 25 applicants** ** Welcome b...
  • 3/24/2024 12:00:00 AM

Wisconsin is bordered by the Montreal River; Lake Superior and Michigan to the north; by Lake Michigan to the east; by Illinois to the south; and by Iowa to the southwest and Minnesota to the northwest. A border dispute with Michigan was settled by two cases, both Wisconsin v. Michigan, in 1934 and 1935. The state's boundaries include the Mississippi River and St. Croix River in the west, and the Menominee River in the northeast. With its location between the Great Lakes and the Mississippi River, Wisconsin is home to a wide variety of geographical features. The state is divided into five dist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Account Services Representative, Sr. jobs
$43,938 to $55,691

Account Services Representative, Sr. in Danbury, CT
Responsible for assisting Boston Sales Representatives with day to day sales activities.
November 28, 2019
Account Services Representative, Sr. in Dothan, AL
Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.
November 28, 2019
Account Services Representative, Sr. in Greenville, MS
Account service representative is similar to customer service representative.
December 28, 2019