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Customer Service Representative

Bank CMG · Lake Geneva, WI

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Bank CMG is seeking a customer-focused Customer Service Representative to deliver friendly, accurate, and dependable service by phone and in person. In this role, you will process banking transactions, answer account-related questions, resolve customer concerns, and help customers identify products and services that support their financial goals.The ideal candidate enjoys building lasting customer relationships, works carefully with cash and financial transactions, and is comfortable learning and explaining digital banking tools.Responsibilities Welcome customers and assist with deposits, withdrawals, funds transfers, and loan paymentsRespond to phone inquiries involving change orders, check orders, debit card issues, fraud and disputes, account maintenance, and general banking questionsPrepare bank checks, money orders, and cashier’s checksBalance and maintain the security of a cash drawer each daySupport branch operations, including vaults, night deposits, ATMs, coin counters, and coin rollersIdentify customer needs, recommend appropriate bank products, and make referrals to other departmentsProvide access to safe deposit boxes in accordance with bank proceduresDemonstrate and explain digital and self-service banking toolsResolve customer concerns while following Bank CMG’s service standardsContribute to branch goals and team successFollow all bank policies, procedures, and applicable regulatory requirementsQualificationsHigh school diploma or GED, or current enrollment in an approved high school internship programAt least two years of customer service experience preferredOne year of banking experience preferredPrevious cash-handling experience preferredStrong communication, problem-solving, and interpersonal skillsCareful attention to detail and accuracyAbility to maintain confidentiality and handle sensitive customer informationAbility to successfully complete a pre-employment background checkWork EnvironmentThis position operates in a standard office and branch environment and involves regular use of a computer. The role requires periods of sitting and walking throughout the day. Occasional overtime may be required to complete assigned responsibilities.Why Join Bank CMG?At Bank CMG, you will have the opportunity to build meaningful customer relationships, expand your knowledge of banking products and services, and contribute to the success of your branch and community.Ready to make a difference for our customers? Apply today.