Customer Support Financial Representative

Job Locations US-WI-Waunakee
# of Openings
Retail Services/Sales




In 1908, State Bank of Cross Plains opened our doors with one goal in mind: to make our vision of helping others achieve their dreams a reality. Since we believe that anything is possible with the right people by your side, we aim to be a knowledgeable financial partner who helps the Dane County community and surrounding area accomplish their goals—and then set new ones. With our unique community bank culture, competitive wages and benefits and opportunities for growth, we offer our employees the ability to make a difference for our customers in helping them reach their financial dreams.

We are seeking an enthusiastic and team oriented professional to join our Waunakee office as a Customer Support Representative! Our customer goal is to achieve "Full Banking Relationships".  This position is responsible for developing and expanding customer relationships primarily over the phone.  The Customer Support Representative provides new and existing customer with resources to serve their financial needs while working to increase the profitability of the bank. 


  • Customer Support Representatives are expected to achieve full banking relationships with customers. Therefore, being very familiar with ALL that SBCP has to offer is paramount to success in addition to maintaining expertise of all deposit and consumer loan products and services.
  • Respond to customer inquiries (by phone, email, or online chat) relating to deposit, loan, debit and credit card accounts; Resolve customer needs/problems/issues and provide high quality personalized service.
  • Remain calm in high pressure situations
  • Assist with electronic banking issues/concerns such as password and challenge question resets, questions about navigating our bank website and with online forms/applications.
  • Open deposit accounts while properly completing account paperwork for existing customers including but not limited to checking, savings, CDs, all while following bank procedures
  • Perform outbound calls to existing customers regarding customer onboarding, debit card fraud, returned mail and/or other issues or concerns
  • Take ownership of every call, research and problem solve for our customers utilizing other internal bank resources
  • Promote and maintain positive relations with all internal and external contacts, customers and potential customers.
  • Actively sell deposit products and services by utilizing effective sales skills including listening, being persuasive and building confidence and trust with customers and potential customers.
  • Meet established benchmarks for individual, office, and department.
  • Actively participate in sales, office and staff meetings.
  • Maintain confidentiality of customer information at all times.
  • Participates in community involvement/bank activities.
  • Performs all other duties as assigned.


  • Associates degree in Business, Accounting, Finance or similar education and/or 3 or more years’ experience within a financial services work environment or call center environment
  • Solid understanding of financial products and services
  • Exceptional interpersonal and communication skills to be able to interact and communicate with a diverse customer base
  • Demonstrated problem solving skills with the ability to make good decisions and exercise independent judgement
  • Enhanced ability and willingness to learn new programs, software, and technology.  Strong knowledge of Microsoft Office Suite
  • Strong organizational skills with the ability to prioritize multiple competing tasks and work in a fast-paced environment while still maintaining a strong attention to detail with excellent follow up skills
  • Willingness to work toward goals and performance standards of the department including the ability to put forth the extra effort necessary to make the department a successful operation: (i.e. working additional hours, attending outside educational programs, etc.)
  • Demonstrated ability to represent the organization in a professional, positive manner
  • Proven sales ability

Hours for this position will be scheduled between 7:45am-5:30pm Monday – Friday. Additionally, this position will work one to two Saturdays a month from 8:45am – 12:00pm. Flexibility in scheduling may be needed on occasion.



The State Bank of Cross Plains values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans, and Individuals with Disabilities encouraged to apply.

Consistent with State Bank of Cross Plains’ commitment to employ and advance qualified individuals with disabilities, State Bank of Cross Plains provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at State Bank of Cross Plains, please contact Human Resources at (608) 849-2700 or email us. 


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