Customer Experience & Digital Banking Analyst

Bank Five Nine Inc.; Town of Oconomowoc (WI); Vor Ort; USD 42.000 - 55.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Customer service

Analytical thinking

Cross-functional collaboration

Troubleshooting

Process improvement

Ausbildung

Associate degree or equivalent

Tools

Microsoft Dynamics CRM

Jobbeschreibung

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.