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Customer Experience and Analysis

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Onsite

Customer Experience and Analysis

Bank Five Nine (Community Bank)

Customer Experience and Analysis

Skills

Product ManagementCRMProcess Improvement

25 days ago

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Important information


Contract type:

Permanent

Location:

Oconomowoc, WI 53066, USA

Work mode:

Onsite

Published on:

28 September 2026

What they need


JOB REQUIREMENTS: If you love solving problems, improving digital

experiences, and being the calm, capable expert customers rely on when

things get complicated-this role was made for you. As an entry-level

Customer Experience & Analysis Specialist, you'll sit at the

intersection of customer service, digital banking, product management,

and process improvement. You'll help make opening accounts seamless,

support online and mobile banking tools, improve internal systems, and

partner across teams to make the customer experience smarter, smoother,

and more intuitive. We might be a great match if you... Thrive in

collaborative, cross-functional environments Take initiative and look

for ways to improve customer and employee experiences Enjoy

troubleshooting, testing solutions, and improving how systems and

processes work Can analyze details, prioritize tasks, and apply sound

judgment to real-world problems Are quality-driven and take pride in

getting things right You will be responsible for duties that include:

Serve as a primary support resource 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 proactively resolve issues using the customer's preferred

communication method. Prepare weekly, monthly, and quarterly reports.

Own and continuously improve the online account opening experience,

ensuring it's seamless and customer-friendly. Act as an escalated

support expert, troubleshooting and resolving complex system and process

issues. 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 solid recommendations for changes through analysis and

research with consideration of the impact to all areas of the Bank.

Education & Experience Associate degree or equivalent work experience

Minimum of two years of banking experience Working knowledge and

understanding of deposit and online banking products Proficiency in

Microsoft Word And Excel Preferred Skills & Experience In-depth knowledge of the bank's products and services In-depth knowledge of

bank regulations and policies Experience with Microsoft Dynamics CRM Two

years of experience in a retail banking environment We are an Equal

Opportunity Employer. We are committed to the full inclusion of all

qualified individuals. All qualified applicants will receive

consideration for employment without regard to race, color, religion,

sex, sexual orientation, gender identity, national origin, veteran or

disability status. Equal Opportunity Employer: Minorities, Women,

Veterans, Disabilities \\\\\* APPLICATION INSTRUCTIONS: Apply

Online: ipc.us/t/980942E305064960

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