13 дней назад
Customer Experience Specialist (Financial Services)
53 520 - 86 790$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Customer Experience Specialist (Financial Services): Facilitating the customer journey through loan applications, product delivery, monetary transactions, and office operations with an accent on customer service, loan coordination, and financial documentation. Focus on processing applications through signature collection, preventing fraud in payment and wire activities, resolving account inquiries, and coordinating renewals and administrative services.
Location: Sioux Falls, South Dakota, United States; onsite customer, office, and financial service activities.
Salary: $53,520–$86,790 annually, plus a 7.5%–15% incentive opportunity.
Company
is a financial cooperative serving farmers, ranchers, and agribusinesses through lending, crop insurance, risk management, and related financial services.
What you will do
- Guide customers through the loan process and product delivery before, during, and after closing.
- Serve as a point of contact across phone, in-person, and digital channels, documenting inquiries and coordinating resolutions.
- Process payments, wire transfers, account changes, overdrafts, and past-due accounts while following fraud-prevention and authorization procedures.
- Coordinate loan applications and operating-line renewals, including entering applications, collecting financial, legal, and identification documents, and obtaining customer signatures.
- Support customer-facing technology, promote products and digital tools, and provide sales assistance and referrals.
- Manage office administration, including invoices, supplies, records retention, vendor work orders, facility requests, and pooled vehicle maintenance.
Requirements
- At least two years of customer service experience or equivalent work experience.
- Associate's degree in business, finance, or a related field preferred, or equivalent experience.
- Ability to work with customers, prospects, teammates, and visitors across multiple service channels.
- Ability to process financial transactions accurately and handle confidential financial, legal, and identification documentation.
- Ability to work onsite in Sioux Falls, South Dakota, United States.
Culture & Benefits
- Medical, dental, and vision insurance.
- 401(k) retirement plan.
- Vacation, sick leave, paid holidays, and parental leave.
- Life and disability insurance, an Employee Assistance Program, and wellness programs.
- Tuition assistance and short-term incentive pay.
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