Customer Experience Specialist

Customer Experience Specialist - Part Time

Location : 1218 North Fourth Street, Tomahawk, WI, 54487, United States

Employee Type : PT Regular Non-Exempt Contact Information

Name : Brittney Bierman

Email : bbierman@incrediblebank.com

Description

IncredibleBank is a promise we make every day to our customers and team members. We strive to be incredible in everything we do. Incredible Customer Experience (ICE) illustrates the core values that drive everything we do - how we conduct business, how we treat each other, and how we continuously strive to build on our model of customer-focused banking.

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.
• Maintaining 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 organization's 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 Trust.
• 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 customer's needs and matching them with bank products, resulting in quality referrals.

This is a regular part-time, hourly non-exempt position, averaging approximately 20-25 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 Tomahawk, WI.

About You

You do what is right over what is easy. You don't settle for good enough. You're 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, we'd 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 we're willing to discuss up front. And we are constantly evaluating and improving our benefits. In fact, employees are eligible for our 401(k) retirement plan after one month of service PLUS 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 wasn't awarded as one of America's 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 that's what makes us America's first national online community bank. And who doesn't 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, it's less about size than it is about culture. That's why we're especially proud to have been certified as a Great Place to Work.

Application Instructions

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