Customer Experience and Analysis Specialist jobs in United States
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Bank Five Nine (Community Bank) · 2 weeks ago

Customer Experience and Analysis Specialist

positionOconomowoc, WI, US
timeFull-time
remoteOnsite
seniorityEntry Level
date2+ years exp

Bank Five Nine is a community bank seeking a Customer Experience & Analysis Specialist. In this role, you will support online account opening, improve digital banking tools, and enhance the customer experience through collaboration and problem-solving.

BankingFinancial ServicesLendingMortgage
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Growth Opportunities

Responsibilities

Serve as a primary support resource for online account opening and digital banking inquiries via email, chat, and phone
Provide beginner-to-advanced support for online banking, mobile banking, debit/ATM cards, and phone banking
Process online account applications and proactively resolve issues using the customer’s preferred communication method
Prepare weekly, monthly, and quarterly reports
Own and continuously improve the online account opening experience, ensuring it’s seamless and customer-friendly
Act as an escalated support expert, troubleshooting and resolving complex system and process issues
Maintain and update CRM and BPM workflows
Document, test, and communicate system updates and platform enhancements
Participate in cross-functional projects for new or updated products, services, and systems
Make solid recommendations for changes through analysis and research with consideration of the impact to all areas of the Bank

Qualification

Banking experienceOnline banking knowledgeMicrosoft ExcelMicrosoft WordMicrosoft Dynamics CRMProcess improvementTroubleshootingCustomer serviceCross-functional collaboration

Required

Associate degree or equivalent work experience
Minimum of two years of banking experience
Working knowledge and understanding of deposit and online banking products
Proficiency in Microsoft Word and Excel

Preferred

In-depth knowledge of the bank's products and services
In-depth knowledge of bank regulations and policies
Experience with Microsoft Dynamics CRM
Two years of experience in a retail banking environment

Company

Bank Five Nine (Community Bank)

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Bank Five Nine is a full-service, independent, community bank that has served southeast Wisconsin since 1859.
dateFounded in 1995
location
Oconomowoc, Wisconsin, USA
people-size201-500 employees
web-link
https://www.bankfivenine.com/

Funding

Current Stage
Public Company
Total Funding
$32.25M
2020-10-29Post Ipo Debt· $20.25M
2015-12-17IPO
2015-10-22Debt Financing· $12M

Leadership Team

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Tim Schneider
CEO/President
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Nate Zastrow, CFA
Executive Vice President- Chief Financial Officer
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Recent News

Milwaukee Business Journal
The bank that made a big move in 2024
2024-12-17
Company data provided by crunchbase