Client Service Representative I – Cedarburg

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Client Service Representative I – Cedarburg, WI

Do you have excellent customer service skills and cash handling experience? Do you strive to be a continuous learner and want to contribute to the success of a growing bank? Do you love to have off on the weekends? We are currently searching for a Client Service Representative I at our Cedarburg location.

Below are more details on what makes a successful Client Service Representative I (CSR I) here at Commerce State Bank. Let’s get connected soon!

Position Overview

The best CSR I is dependable, proactive and owns their actions from beginning to end of a client interaction. Also, they provide outstanding customer service by acknowledging the client as they walk through the doors, practice active listening and are able to problem solve by knowing their resources. Customer service is their number one priority!


A strong predictor of accomplishment for a CSR I is a dedication to their own development, a willingness to step up and get it done, as well the ability to hold teammates accountable by giving and receiving feedback. The successful CSR I will have the opportunity to make independent decisions and problem solve with the clients. The pace of the job can vary between slow and moderate with peaks of busy. When branch traffic decreases a CSR I always has other tasks to catch up on, such as client calls, account follow-up, etc.

Performance Objectives

  1. Become a dependable and reliable team player: From the start have excellent attendance and be on time; the team and the clients rely on each and every CSR at the branch every day.
  2. Fully engage in training plan: Actively participate in 90-day on the job training plan with a seasoned banker; open to new ideas; ask questions.
  3. Transaction Processing: Within the first quarter gain confidence in the job; begin to work more independently and perform account transactions accurately and efficiently after 6 months.
  4. Client WOW Experience: Prioritize every client interaction through all channels, including email, phone and in person in order to deliver an exceptional client experience each and every time.


1 to 3 years’ experience, including background in providing excellent customer service (in bank setting or other) as well as a history of being attentive, personable, accurate and confident.

Commerce State Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

NOTICE: Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Commerce State Bank participates in E-Verify to confirm job applicants’ work authorization.

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