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Ixonia Bank · 1 month ago

Retail Intern

Ixonia, WI

Internship

Onsite

Intern

Start in 2026 Spring

Ixonia Bank is committed to providing a personal banking experience through their core values and driven employees. They are seeking a Retail Intern to assist with customer transactions, promote banking products, and provide support in various banking operations during the summer of 2026.

BankingFinancial ServicesWealth Management

Responsibilities

Accurately receives and processes customer transactions including checks, cash, loan payments, foreign currency, official bank checks and wire transfer orders verifying amounts and endorsements

Cashes checks and disburses funds upon verification of signatures and account balances

Orders and manages daily cash supply; counts and verifies incoming cash. Ensures accuracy through dual control

Balances cash drawer at the end of each shift, reconciling currency, coin, and checks with system totals

Promotes Ixonia Bank products and services by actively listening and asking effective questions to identify customer needs and recommend appropriate solutions

Provides empathetic guidance and practical assistance to customers impacted by fraud. Coordinates with the Fraud Response Team and ensures timely follow-up. Educates customers on fraud prevention strategies and maintains up-to-date knowledge of Ixonia Bank’s fraud prevention resources

Executes necessary account maintenance to securely deactivate lost or stolen debit cards and initiate the issuance of a replacement card

Provides support to customers experiencing Online Banking issues

Opens and closes personal banking accounts, including checking, savings, certificates of deposit, and safe deposit boxes

Performs additional responsibilities as needed, including:

Completes Online check and foreign currency ordering, stop payments and wire transfer forms

Opening and closing duties, arming and unarming of building

Other miscellaneous duties as assigned

Qualification

Regulatory ComplianceProduct KnowledgeMathematical SkillsComputer SkillsCustomer ServiceAttendanceDependabilityInterpersonal SkillsCommunication Skills

Required

Demonstrates understanding of and adherence to applicable federal and state banking laws and regulations, or possesses the ability to acquire such knowledge as a prerequisite for the CSR position

Maintains a strong working knowledge of Ixonia Bank's products and services, with proven experience in opening and closing a variety of deposit accounts including checking, savings, certificates of deposit, and safe deposit boxes

Proficient in basic arithmetic operations including addition, subtraction, multiplication, and division. Able to compute rates, ratios, and percentages

Applies common sense understanding to carry out detailed but straightforward written or verbal instructions. Capable of resolving problems involving a limited number of variables in standardized situations

Demonstrates basic proficiency in computer operations and banking systems

Responds promptly to customer needs and manages difficult or emotional situations with professionalism and empathy

Maintains confidentiality and fosters positive working relationships. Assists the retail team with administrative tasks, follow-ups, and special projects or events as needed

Communicates clearly and persuasively in both positive and challenging situations. Able to read and comprehend simple instructions and short correspondence. Capable of writing clear and concise communications and presenting information effectively in one-on-one and small group settings

Consistently reports to work on time and maintains reliable attendance. Follows instructions accurately and responds positively to management direction