Customer Experience Specialist

Customer Experience Specialist - Full Time

Location : 8590 Hwy 51 North, Minocqua, WI, 54548

Employee Type : FT Regular Non-Exempt

About the Role :

We are eager to discuss the prospect of you joining our team as our next incredible team member! This position allows you to partner with other team members and key stakeholders to provide incredible customer experiences of your own! Duties and responsibilities may include :

• Proactively greeting customers at the door, establishing a foundation for a positive interaction.
• Acting as a customer ambassador for the bank and providing a high-quality customer experience worthy of our brand.
• Building and maintaining relationships across various products while demonstrating advanced knowledge of consumer and business / central housed accounts, cash management products, personal and business lines of credit, deposit / lending niches, or digital branch support.
• Utilizing banking software and systems to assist customers with their banking needs in branch, to include processing customer transactions such as deposits, loan payments, withdrawals, etc.
• Verifying all check and deposit amounts are accurate.
• Following all endorsement procedures and verifying that appropriate information is collected (such as signatures) in support of the transaction.
• Ensuring all items are negotiable before processing the transaction.
• Accepts deposits from specialty business customers, including SBA, motorcoach, floor plan, boat, etc.; and understands and adheres to loan / deposit policy guidelines regarding business banking.
• Maintains knowledge of ITM technology to provide customer service through uses of ITM machines.
• Guides and assists customers with their banking needs from a remote location.
• Maintaining cash levels within your drawer with minimal errors or variances in accordance with company policy.
• Completing debit card maintenance and reorders as it pertains to lost cards and fraud.
• Utilizes organizations customer relationship management software (Synapsys) to enter and log all sales activities.
• Understanding and effectively demonstrating the use of mobile app technology to assist customers with their digital banking needs, to include enrolling in e-statements, completing mobile deposits, and scheduling transfers.
• Obtains private customer information and signatures for the purpose of opening consumer accounts, which may include deposit accounts, CDs, IRAs, Trusts, Estates, etc. in compliance with bank procedure and with minimal exceptions.
• Conducts maintenance on accounts for qualifying life events to include updating beneficiaries, adding / removing joint account owners, etc.
• Requests legal documentation following customer requirements for account opening, closing, and maintenance, which may include paperwork regarding Power of Attorney, Guardianship, and Trusts.
• Understands and explains legal documents needing to be produced by the customer.
• Opens and conducts maintenance on business accounts with minimal account exceptions while serving as subject matter expert.
• Maintains an advanced understanding of business and banking documents as they pertain to all consumer and business accounts.
• Requests legal documentation following customer requirements for account opening, closing, and maintenance, which may include paperwork regarding By-Laws, Operating Agreements, and Proof of Employer Identification Number (EIN).
• Advises on and accepts consumer loan applications which may include reviewing and gathering information to send to Central Loan Processing.
• May assist with closing the loan, processing paperwork, and / or following up with the customer as needed.
• Actively builds relationships and promotes banking products with customers.
• Builds a qualified referral pipeline to business line partners while maintaining a sales mentality.
• Navigates retail sales by observing and listening to the customers needs and matching them with bank products, resulting in quality referrals.

This is a regular full-time, hourly non-exempt position, averaging approximately 40 hours / week. Schedule may vary between the hours of 8 : 00 am to 5 : 30 pm CST Monday through Friday and 9 am to 12 pm CST on Saturdays. This position will work on-site at our IncredibleBank branch location in Minocqua, WI.

About You :

You do what is right over what is easy. You dont settle for good enough. Youre driven to learn and grow. You recognize your impact on the customer experience, regardless of your role. Those attributes are just a few things our incredible employees have in common. And, if you are looking for an opportunity to join an innovative team, wed be so excited to learn a little more about you and your interest in joining the team!

Our recommended and preferred qualifications are :

About Our Benefits and Compensation :

Our promise of ICE extends to our employees as well. Our employees are our greatest asset, and we strive to show our appreciation by offering top-tier benefits and, dare we say, more than competitive compensation that were willing to discuss up front. And we are constantly evaluating and improving our benefits. In fact, eligible employees receive over 30 days off per calendar year! That includes 18 days of PTO to begin, PLUS an Anniversary Holiday, Birthday Holiday, Wellness Holiday, and 12 observed Bank Holidays.

About the Company :

IncredibleBank first started in 1967 as River Valley Bank with a single location in Rothschild, WI. And we may have strong roots in community banking, but IncredibleBank wasnt awarded as one of Americas Most Innovative Banks by the Independent Community Bankers of America for our popcorn Fridays. Though we do love free popcorn. We strive to stay on the leading edge of banking technology with the goal providing the best, simplest way for our customers across the country to do their banking. But if our customers need us, they can pick up the phone and talk to a real person. And thats what makes us Americas first national online community bank. And who doesnt love the idea of a national community? Today, IncredibleBank is a $2.0 billion-asset institution that has grown to 17 brick-and-mortar locations with customers in all 50 states. But we know that as an employer, its less about size than it is about culture. Thats why were especially proud to have been certified as a Great Place to Work.