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Client Care Specialist

Fortifi Bank
Berlin, WI Full Time
POSTED ON 12/20/2025
AVAILABLE BEFORE 2/20/2026
Description:At Fortifi Bank we believe that our front-line team members are essential to Fortifi Bank’s success. As a Client Care Specialist, passion for communicating with others, precise accuracy, and unmatched organizational skills will create outstanding results for our clients, our team members, and our organization. We will consider multiple onsite locations within our footprint to work from. Join us and become part of a team that is dedicated to "Growin' Wisconsin" - one person, one business, and one relationship at a time. Our team does things the Fortifi Way, providing a unique perspective on client service and keeping our Core Values at the forefront of everything we do. We fuel progress in neighborhoods that we live and work in and are committed to our communities by giving back. We pride ourselves on being community leaders, volunteering our time and expertise to support local events and activities.Job Details:Greet all clients warmly and follow Foritfi Bank’s Non-Negotiable Service StandardsFollow bank policies and procedures to ensure compliance with banking regulations and security protocols Uphold Fortifi Bank’s Core Values by Supporting Each Other, Building Relationships, providing Seamless Service, and having a Can-Do AttitudeRespond to all incoming calls in a prompt and professional manner Monitor return email and mail, and identify the appropriate addressRecognize opportunity to promote additional banking products and servicesAssist clients with questions and concerns, striving to handle 75% of calls single handedlyProcess new internet banking enrollmentsDocument all notes in the Customer Relationship Management (CRM) programCommunicate necessary client information to branch staff and other departments in a timely mannerParticipate in ongoing training programs to enhance job knowledge and skillsBuild relationships with core system contacts to ensure optimal communication between both partiesBenefits:Team-oriented culture, with an eNPS well above industry standardHealth, dental, and vision insurance401(k) and employer matchPaid time off, volunteer PTO, and birthday PTOLife and disability insuranceTuition reimbursementWellness programBanking perksQualifications:Superior client service and communication skillsAttention to detail skillsMulti-tasking skillsAbility to maintain confidentialityAbility to handle high-pressure situationsAbility to successfully complete background and credit checkProblem-solving skillsRelationship building skillsFlexibility to work at several branch locations is a plus!If you feel Fortifi Bank is a great fit for you and you’d like to learn more about us and this role, please don’t hesitate to apply. Be a part of Growin’ Wisconsin!Requirements:

Salary : $17 - $23

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