Individuals in the Financial Specialist position will act in the capacity of a Customer Ambassador for the bank. The overall focus will be to provide customers with a high quality customer experience. You will educate customers about IncredibleBank's sales and service delivery options and refer the appropriate products and services matching the customer needs. You will also be responsible for processing transactions in an efficient, friendly, and accurate manner. You will be responsible for preparing and compiling customer information to open new accounts and complete file maintenance tasks accurately. You will be responsible for processing transactions utilizing bank wide systems and proficient use of technology.
The schedule varies Monday-Friday 8:00 AM-5:30 PM and rotating Saturdays (in conjuction with the Rothschild, WI branch) 9:00 AM-12:00 PM.
This is full-time hourly position, working 40 hours per week.
Customer Service (Incredible Customer Experience)
Customer Account Opening/Maintenance (Consumer Accounts)
Customer Relationship Sales
High school diploma or general education degree (GED); associate degree preferred; and one to three years related experience and/or training; or equivalent combination of education and experience. Experience would include previous customer service and sales experience.
To perform this job successfully, an individual should have knowledge of Windows and Microsoft Office software (Outlook and Word) and proficient (ability to move and direct curser, tab, page down, etc.) keyboarding and ten-key skills. Previous experience in using electronic devices (computer, Smart Phone, IPad, Tablet, etc.) and mobile banking products preferred.
Join an organization that's recognized as "Great Place to Work"
Fast-paced and team oriented
Amazing benefits - details at https://incrediblebank.mybenefitsapp.com/