Customer Experience Specialist (Fintech)

TL;DR

Customer Experience Specialist (Fintech): Facilitating the customer journey through the loan process and product delivery with an accent on relationship management, monetary accounting, and office operations. Focus on coordinating loan applications, ensuring compliance with financial protocols, and providing exceptional service across phone, in-person, and digital channels.

Location: Must be based in Emmetsburg, IA, US

Salary: $53,520 - $86,790

Company

A financial cooperative serving rural America and the agricultural industry through credit, insurance, and financial services.

What you will do

• Serve as the primary point-of-contact for customers throughout the loan lifecycle.
• Manage monetary activities including payments, wire transfers, and overdraft resolution while ensuring fraud prevention.
• Coordinate loan application processing from submission to signature collection.
• Administer operating line of credit renewals and gather necessary financial documentation.
• Provide administrative support for office operations, including invoice management and facility service requests.
• Promote core products and digital tools to generate referrals and support the sales team.

Requirements

• Must be based in or able to work in Emmetsburg, IA
• Minimum of two years of customer service or equivalent experience.
• Preferred Associate's Degree in Business, Finance, or a related field.
• Proficiency in managing customer inquiries and resolving account issues.
• Ability to handle sensitive financial documentation and follow strict compliance protocols.

Culture & Benefits

• Comprehensive medical, dental, and vision insurance.
• 401(k) retirement plan.
• Paid time off including vacation, sick leave, and parental leave.
• Short-term incentive pay opportunities.
• Access to tuition assistance and wellness programs.