12 дней назад
Customer Experience Specialist (Financial Services)
53 520 - 86 790$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Customer Experience Specialist (Financial Services): Facilitating customer journeys through loan applications, product delivery, monetary transactions, and office operations with an accent on customer support, application coordination, and financial documentation. Focus on processing loan and line-of-credit applications, resolving payment inquiries, managing transaction controls, and coordinating customer signatures and renewals.
Location: Primarily based in Thorp, Wisconsin, with occasional required travel to the Medford office
Salary: $53,520–$86,790 annually, plus a 7.5%–15% incentive opportunity
Company
and its affiliated financial cooperatives provide credit, crop insurance, and financial services to farmers, ranchers, and agribusinesses across eight states.
What you will do
- Guide customers through the loan process and product delivery before, during, and after closing.
- Document customer interactions, resolve inquiries, generate referrals, and support sales activities across phone, in-person, and digital channels.
- Process payments, wire transfers, account changes, overdrafts, and past-due account inquiries while following fraud-prevention and authorization procedures.
- Coordinate loan and line-of-credit applications from submission through documentation, renewal administration, and customer signatures.
- Manage office operations, 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 coordinate financial, legal, and identification documentation for loan applications.
- Ability to work primarily from the Thorp office and travel occasionally to the Medford office is required.
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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