Customer Experience Consultant jobs in Green Bay, WI

IncredibleBank

Customer Experience Specialist

Iron Mountain ,

Michigan

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We know what you're thinking. "What kind of name is IncredibleBank?"Well, we're glad you asked.With a name like IncredibleBank, we have a lot to live up to.

Our name is a promise we make every day to our customers and to our team members (and hey, that could be you!). A promise that we strive to be incredible in everything we do.

A promise that will help our customers, fellow team members, and our communities to do the incredible.At IncredibleBank, we're all about ICE.

What's ICE? ICE stands for Incredible Customer ExperienceTM (that's right - an experience so good and so important we trademarked it).

ICE illustrates the core values that drive everything we do - how we conduct business, how we treat each other, and how we continuously strive to build on our model of customer-focused banking.

Our core values have been in place for more than 50 years and continue to influence every aspect of our operation today.

So - how can you help us live up to our name?About the RoleWe are eager to discuss the prospect of you joining our team as our next incredible team member!This position reports to the Market Manager at our IncredibleBank branch location in Iron Mountain, MI and allows you to partner with other team members and key stakeholders to provide Incredible Customer Experiences of your own! Duties and responsibilities may include : Proactively greeting customers at the door, establishing a foundation for a positive interaction.

Acting as a customer ambassador for the bank and providing a high-quality customer experience worthy of our brand.Gaining a basic understanding of bank products and services.

Identifying opportunities to connect the customer with banking partners to grow a customer's entire financial relationship.

Utilizing banking software and systems to assist customers with their banking needs in branch, to include processing customer transactions such as deposits, loan payments, withdrawals, etc.

Verifies check and deposit amounts are accurate. Follows all endorsement procedures and verifies that appropriate information is collected (such as signatures) in support of the transaction.

Ensures all items are negotiable before processing the transaction.Completes debit card maintenance and reorders as it pertains to lost cards and fraud.

Cash handling; maintains cash levels within their drawer with minimal errors or variances in accordance with company policy.

Provides customer service within all established banking channels. Service may be provided in front of customers, and / or remotely via telephone and live chat as appropriate.

Understands core system as it relates to customer account opening processes and procedures.Maintains a strong understanding of bank products and services to generate revenue from referrals.

Obtains private customer information and signatures for the purpose of opening consumer accounts, which may include deposit accounts, CDs, IRAs, Trusts, Estates, etc.

in compliance with bank procedure and with minimal exceptions.Conducts maintenance on accounts for qualifying life events to include updating beneficiaries, adding / removing joint account owners, etc.

Requests legal documentation following customer requirements for account opening, closing, and maintenance, which may include paperwork regarding Power of Attorney, Guardianship, and Trusts.

Understands and explains legal documents needing to be produced by the customer.Actively builds relationships and promotes banking products with customers.

Builds a qualified referral pipeline to business line partners while maintaining a sales mentality. Navigates retail sales by observing and listening to the customer

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Last updated : 2024-04-04