Guest Experience Specialist — Banking & Community Impact

Bank-First

Manitowoc (WI)

On-site

USD 36,000 - 48,000

Full time

14 days+
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Job summary

Bank First in Manitowoc, WI is seeking a Guest Services Specialist to provide expert customer service via the main reception line and online banking channels. You will assist with account setup, password resets, fraud monitoring, and cross-sell opportunities while collaborating with fraud teams and partners to safeguard customers.

The role requires strong communication, organizational and problem-solving skills, and a customer-centric approach.

Qualifications

  • Associate degree in business or accounting is preferred.
  • Thorough knowledge of bank products and services.
  • Proficient with Word, Excel and various databases.
  • Strong verbal and written communication skills.

Responsibilities

  • Answer the main reception line and direct calls per customer request.
  • Assist customers with online banking setup, password resets and troubleshooting.
  • Monitor online banking fraud reports and alert frontline when needed.
  • Coordinate with frontline and fraud teams to restrict accounts during investigations.
  • Process address-change requests in Partner Care to keep contact data current.
  • Serve as customer service expert for a wide range of requests.
  • Forward emails from Info Box to appropriate departments.
  • Review customer relationships during contacts to ensure correct products/services and identify cross-sell opportunities.
  • Sort mail and add postage to outgoing mail as applicable.
  • Follow procedures, share knowledge, and seek efficiencies in tasks.
  • Support other Deposit Ops teams and special projects as needed.

Skills

Customer service
Communication
Analytical
Problem solving
Interpersonal skills
Organizational skills
Ethics
Self-management

Education

Associate degree in business or accounting

Tools

Word
Excel
Databases

Job description

Bank First in Manitowoc, WI is seeking a Guest Services Specialist to provide expert customer service via the main reception line and online banking channels. You will assist with account setup, password resets, fraud monitoring, and cross-sell opportunities while collaborating with fraud teams and partners to safeguard customers.

The role requires strong communication, organizational and problem-solving skills, and a customer-centric approach.

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