What are the responsibilities and job description for the Customer Experience Specialist position at IncredibleBank?
JOB REQUIREMENTS: Customer Experience Specialist - Full Time (40 Hrs/Wk)
Location: 8590 Hwy 51 North, Minocqua, WI, 54548, United States Employee
Type: FT 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 role performs a range of technical and
service-oriented functions, including processing customer transactions,
opening new consumer accounts, identifying and reporting potential
fraud, and ensuring compliance with regulatory requirements. Duties and
responsibilities may include: Provide friendly, accurate service for
everyday banking transactions and moderately complex requests such as
foreign currency exchanges, wire transfers, and dispute resolution
ensuring each customer feels valued and supported. Process deposits,
withdrawals, loan payments, wires, and foreign currency transactions
with precision to maintain trust and financial accuracy. Maintain and
balance the cash drawer and manage branch cash ordering to support
smooth daily operations and ensure cash availability. Support internal
and external audits by adhering to regulatory standards including CIP,
FinCEN, and the Bank Secrecy Act helping safeguard the bank and its
customer from financial crime and risk. Issue debit cards and educate
customers on mobile wallet, travel notices, and ATM locator tools to
enhance convenience. Proactively onboard, educate, and follow up with
customers to build lasting relationships, foster loyalty, and ensure
satisfaction throughout their banking journey. Engage in consultative
conversations to identify financial needs and refer customers to
Relationship Bankers for tailored solutions helping customers achieve
their financial goals. Open and close various types of consumer
accounts, including ownership and beneficiary updates to ensure accurate
records and support customers through life changes. Educate customers on
digital banking tools such as mobile deposits, account alerts, and
e-statements to promote self-service, convenience, and secure account
management. Drive growth through referrals and cross-selling, actively
supporting branch sales initiatives and helping customers discover
products and services that meet their financial needs. Monitor for
suspicious activity and apply compliance procedures, escalating complex
issues when necessary to protect customers and uphold regulatory
standards. Stay informed on emerging fraud trends and apply best
practices in transaction monitoring to proactively safeguard the bank
and its customers. Collaborate with internal teams to deliver holistic
solutions and support branch initiatives, ensuring a seamless and
unified customer experience. Participate in branch projects and
community events, representing IncredibleBank with professionalism and
strengthening local relationships. Maintain a high level of
rofessionalism, ensuring every customer feels valued, respected, and
confident in their banking experience. Resolve customer complaints and
service issues by working collaboratively with branch staff and other
departments demonstrating accountability and commitment to customer
satisfaction. 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. 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, we\'d be so excited to learn a little
more about you and discuss your interest in joining our team! Our
recommended and preferred qualifications are: Associate\'s degree in
Finance, Accounting, Business Management, or a related field preferred,
providing a strong foundation in financial principles and customer
service. 13 years of experience as a bank teller or in a similar role
demonstrating familiarity with banking operations and customer
interaction. Experience in a relationship-oriented, client-centric
environment preferred, reflecting a commitment to personalized service
and long-term customer engagement. Advanced mathematical, analytical,
and communication skills to ensure accuracy, insight, and clarity in
every customer interaction. Strong critical thinking and effective
problem-solving abilities, enabling quick resolution of customer issues
and operational challenges. A collaborative mindset focused on building
productive relationships, supporting teamwork, and unified customer
experience. Flexibility and responsiveness to evolving customer
expectations and business needs, ensuring adaptability in a fast-paced
environment. 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
PI284753036 \*\*\*\*\* APPLICATION INSTRUCTIONS: Apply Online:
https://www.click2apply.net/JWn4XWCQKa4M5fZMyhnJ n
Location: 8590 Hwy 51 North, Minocqua, WI, 54548, United States Employee
Type: FT 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 role performs a range of technical and
service-oriented functions, including processing customer transactions,
opening new consumer accounts, identifying and reporting potential
fraud, and ensuring compliance with regulatory requirements. Duties and
responsibilities may include: Provide friendly, accurate service for
everyday banking transactions and moderately complex requests such as
foreign currency exchanges, wire transfers, and dispute resolution
ensuring each customer feels valued and supported. Process deposits,
withdrawals, loan payments, wires, and foreign currency transactions
with precision to maintain trust and financial accuracy. Maintain and
balance the cash drawer and manage branch cash ordering to support
smooth daily operations and ensure cash availability. Support internal
and external audits by adhering to regulatory standards including CIP,
FinCEN, and the Bank Secrecy Act helping safeguard the bank and its
customer from financial crime and risk. Issue debit cards and educate
customers on mobile wallet, travel notices, and ATM locator tools to
enhance convenience. Proactively onboard, educate, and follow up with
customers to build lasting relationships, foster loyalty, and ensure
satisfaction throughout their banking journey. Engage in consultative
conversations to identify financial needs and refer customers to
Relationship Bankers for tailored solutions helping customers achieve
their financial goals. Open and close various types of consumer
accounts, including ownership and beneficiary updates to ensure accurate
records and support customers through life changes. Educate customers on
digital banking tools such as mobile deposits, account alerts, and
e-statements to promote self-service, convenience, and secure account
management. Drive growth through referrals and cross-selling, actively
supporting branch sales initiatives and helping customers discover
products and services that meet their financial needs. Monitor for
suspicious activity and apply compliance procedures, escalating complex
issues when necessary to protect customers and uphold regulatory
standards. Stay informed on emerging fraud trends and apply best
practices in transaction monitoring to proactively safeguard the bank
and its customers. Collaborate with internal teams to deliver holistic
solutions and support branch initiatives, ensuring a seamless and
unified customer experience. Participate in branch projects and
community events, representing IncredibleBank with professionalism and
strengthening local relationships. Maintain a high level of
rofessionalism, ensuring every customer feels valued, respected, and
confident in their banking experience. Resolve customer complaints and
service issues by working collaboratively with branch staff and other
departments demonstrating accountability and commitment to customer
satisfaction. 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. 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, we\'d be so excited to learn a little
more about you and discuss your interest in joining our team! Our
recommended and preferred qualifications are: Associate\'s degree in
Finance, Accounting, Business Management, or a related field preferred,
providing a strong foundation in financial principles and customer
service. 13 years of experience as a bank teller or in a similar role
demonstrating familiarity with banking operations and customer
interaction. Experience in a relationship-oriented, client-centric
environment preferred, reflecting a commitment to personalized service
and long-term customer engagement. Advanced mathematical, analytical,
and communication skills to ensure accuracy, insight, and clarity in
every customer interaction. Strong critical thinking and effective
problem-solving abilities, enabling quick resolution of customer issues
and operational challenges. A collaborative mindset focused on building
productive relationships, supporting teamwork, and unified customer
experience. Flexibility and responsiveness to evolving customer
expectations and business needs, ensuring adaptability in a fast-paced
environment. 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
PI284753036 \*\*\*\*\* APPLICATION INSTRUCTIONS: Apply Online:
https://www.click2apply.net/JWn4XWCQKa4M5fZMyhnJ n