Customer Experience & Digital Banking Analyst

Bank Five Nine Inc.

Town of Oconomowoc (WI)

On-site

USD 42,000 - 55,000

Full time

3 days ago
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Job summary

Bank Five Nine Inc. is hiring an entry-level Customer Experience & Analysis Specialist to bridge customer service, digital banking, product management, and process improvement. You will support online opening, digital tools, and cross-team projects to drive smarter, smoother experiences.

Ideal candidates will have an associate degree or equivalent, 2+ years banking knowledge, and experience with Microsoft Dynamics CRM. Earns reports and helps improve CRM workflows daily.

Qualifications

  • Associate degree or equivalent work experience in banking or related field.
  • Two years of banking experience and knowledge of online banking products.
  • Experience with Microsoft Dynamics CRM is preferred.

Responsibilities

  • Serve as primary support 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 resolve issues using the customer's preferred communication method.
  • Prepare weekly, monthly, and quarterly reports.
  • 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 recommendations for changes with impact awareness across the Bank.

Skills

Customer service
Analytical thinking
Cross-functional collaboration
Troubleshooting
Process improvement

Education

Associate degree or equivalent

Tools

Microsoft Dynamics CRM

Job description

Bank Five Nine Inc. is hiring an entry-level Customer Experience & Analysis Specialist to bridge customer service, digital banking, product management, and process improvement. You will support online opening, digital tools, and cross-team projects to drive smarter, smoother experiences.

Ideal candidates will have an associate degree or equivalent, 2+ years banking knowledge, and experience with Microsoft Dynamics CRM. Earns reports and helps improve CRM workflows daily.

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Health insurance
401k plan with match
Paid holidays and time off