Banking CX & Analysis Specialist

Bank Five Nine (Community Bank); Town of Oconomowoc (WI); On-site; USD 40,000 - 50,000; Full time

Job summary

A community-focused financial institution in Wisconsin is seeking an entry-level Customer Experience & Analysis Specialist. The role involves providing support for digital banking inquiries, enhancing online account opening experiences, and conducting analytical reporting. Candidates should have an associate's degree or relevant experience along with two years of banking experience. Strong skills in Microsoft tools and CRM systems are preferred. This position aims to improve customer interactions and operational processes.

Qualifications

• Minimum of two years of banking experience.
• Associate degree or equivalent work experience.
• Working knowledge of deposit and online banking products.

Responsibilities

• Provide support for online account opening and digital banking inquiries.
• Process online account applications and resolve issues proactively.
• Document, test, and communicate system updates.

Skills

Problem-solving

Collaboration

Customer service

Analytical skills

Attention to detail

Education

Associate degree or equivalent work experience

Minimum of two years of banking experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Dynamics CRM

Job description

A community-focused financial institution in Wisconsin is seeking an entry-level Customer Experience & Analysis Specialist. The role involves providing support for digital banking inquiries, enhancing online account opening experiences, and conducting analytical reporting. Candidates should have an associate's degree or relevant experience along with two years of banking experience. Strong skills in Microsoft tools and CRM systems are preferred. This position aims to improve customer interactions and operational processes.