What are the responsibilities and job description for the Customer Experience Specialist - PT position at IncredibleBank?
JOB REQUIREMENTS: Customer Experience Specialist - Part Time (16 Hrs/Wk)
Location: 8590 Hwy 51 North, Minocqua, WI, 54548, United States Employee
Type: PT Regular Non-Exempt Contact Information Name: brittney bierman
Email: bbierman@incrediblebank.com Description We know what you\'re
thinking. \"What kind of name is IncredibleBank?\" Well, we\'re glad you
asked. With a name like IncredibleBank, we have a lot to live up to. Our
name is a promise we make every day to our customers and to our team
members (and hey, that could be you!). A promise that we strive to be
incredible in everything we do. A promise that will help our customers,
fellow team members, and our communities to do the incredible. At
IncredibleBank, we\'re all about ICE. What\'s ICE? ICE stands for
Incredible Customer ExperienceTM (that\'s right - an experience so good
and so important we trademarked it). 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. Our core values have been in place for more
than 50 years and continue to influence every aspect of our operation
today. So - how can you help us live up to our name? 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: What
You\'ll Do: 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. Will build and maintain 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
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, an 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 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 16
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
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: High school diploma or general education degree
(GED) preferred. Customer service, cash handling, and/or retail
experience desired. 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, 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. Check Out Our Total Rewards Package At
https://incrediblebank.mybenefitsapp.com/ 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. Learn more about our Great Place to Work engagement
results here: https://www.greatplacetowork.com/certified-company/7022621
PI278900313 \*\*\*\*\* APPLICATION INSTRUCTIONS: Apply Online:
https://www. lick2apply.net/pkDwR5u5Q6MwVce8wFVzBV
Location: 8590 Hwy 51 North, Minocqua, WI, 54548, United States Employee
Type: PT Regular Non-Exempt Contact Information Name: brittney bierman
Email: bbierman@incrediblebank.com Description We know what you\'re
thinking. \"What kind of name is IncredibleBank?\" Well, we\'re glad you
asked. With a name like IncredibleBank, we have a lot to live up to. Our
name is a promise we make every day to our customers and to our team
members (and hey, that could be you!). A promise that we strive to be
incredible in everything we do. A promise that will help our customers,
fellow team members, and our communities to do the incredible. At
IncredibleBank, we\'re all about ICE. What\'s ICE? ICE stands for
Incredible Customer ExperienceTM (that\'s right - an experience so good
and so important we trademarked it). 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. Our core values have been in place for more
than 50 years and continue to influence every aspect of our operation
today. So - how can you help us live up to our name? 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: What
You\'ll Do: 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. Will build and maintain 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
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, an 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 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 16
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
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: High school diploma or general education degree
(GED) preferred. Customer service, cash handling, and/or retail
experience desired. 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, 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. Check Out Our Total Rewards Package At
https://incrediblebank.mybenefitsapp.com/ 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. Learn more about our Great Place to Work engagement
results here: https://www.greatplacetowork.com/certified-company/7022621
PI278900313 \*\*\*\*\* APPLICATION INSTRUCTIONS: Apply Online:
https://www. lick2apply.net/pkDwR5u5Q6MwVce8wFVzBV
