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Client Care Specialist

Fortifi Bank
Berlin, WI Full Time
POSTED ON 3/28/2024 CLOSED ON 4/26/2024

What are the responsibilities and job description for the Client Care Specialist position at Fortifi Bank?

The Client Care Specialist role is all about being there for clients whenever they reach out, whether it is through calls, online banking, or emails. We're looking for someone who can handle any situation calmly and professionally while helping clients find the right banking services and products.

If you take pride in great customer service, can handle stress with ease, and make smart decisions, you may be a great fit for the Client Care Specialist position. Being a part of the CCS team also means giving back to the community, utilizing sales and service skills, demonstrating basic math skills, and valuing punctuality and quality work.

The ideal candidate has one(1) to three(3) years of banking experience. Join us and let's redefine banking!

Job Details:

  • Greet clients!
  • Maintain good client relations
  • Answer phones
  • Assist clients with electronic banking
  • Monitors emails, live chat, etc.
  • Documents notes in Customer Relationship Management program

Qualifications:

  • Superior client service and communication skills
  • Attention to detail skills
  • Multi-tasking skills
  • Ability to maintain confidentiality
  • Ability to handle high-pressure situations
  • Ability to successfully complete background and credit check
  • Problem-solving skills
  • Relationship building skills

Benefits:

  • Health, dental, and vision insurance
  • 401(k) and employer match
  • Profit sharing
  • Paid time off, volunteer PTO, and birthday PTO
  • Life and disability insurance
  • Tuition reimbursement
  • Wellness program
  • Banking perks

Fortifi Bank is dedicated to "Growin' Wisconsin" - one person, one business, and one relationship at a time. Our friendly and caring team is devoted to going above and beyond, and together we fuel progress in neighborhoods where we live and work. We are committed to our communities by giving back and we pride ourselves on being community leaders, volunteering our time and expertise to support local events and activities.

If you feel Fortifi Bank is a great fit for you and you'd like to learn more about us and this role, please don't hesitate to apply. Be a part of Growin' Wisconsin!

Fortifi Bank is an Equal Employment Opportunity (EEO) employer. Fortifi Bank will provide equal opportunity to all individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Information collected regarding categories as provided by law will in no way affect the decision regarding an employment application.

Salary : $48,100 - $60,900

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