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Client Solutions Center Agent

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Onsite

Client Solutions Center Agent

Greenwoods State Bank/Greenwoods Equipment Finance

Client Solutions Center Agent

1 month ago

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Important information


Contract type:

Permanent

Salary:

From $41,600 / year

Location:

Waukesha, WI, USA

Work mode:

Onsite

Published on:

22 September 2026

What they need


Responsibilities:

  • Provide excellent customer service to clients in a solution driven environment
  • Handle inbound and outbound calls
  • Assist customers with inquiries, account information, and banking services
  • Analyze customer needs and recommend appropriate banking products or services
  • Meet referral targets and goals set by the company
  • Back-up to CSR line for coverage during vacations/short staff

Experience:

  • Previous experience in banking customer service or sales roles
  • Knowledge of financial sales and banking processes is preferred
  • Strong communication skills, both verbal and written
  • Ability to multitask and navigate computer systems efficiently

As Contact Solutions Center Agent you will play a crucial role in providing exceptional customer service to our clients. Your ability to communicate effectively will be essential in assisting customers with their inquiries and providing them with the necessary information about our financial products and services. Additionally, your sales skills will be utilized to meet referral targets and contribute to the overall success of our team.

We offer competitive compensation and benefits packages, including medical insurance, retirement plans, and opportunities for career growth within our organization. If you are a motivated individual with excellent communication skills and a passion for providing outstanding customer service, we encourage you to apply for this position.

Job Type: Full-time

Pay: From $20.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Work Location: In person

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