Fortifi Bank
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Client Care Specialist
role at
Fortifi Bank
5 days ago Be among the first 25 applicants
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Description At Fortifi Bank we believe that our front‑line team members are essential to Fortifi Bank’s success. As a Client Care Specialist, passion for communicating with others, precise accuracy, and unmatched organizational skills will create outstanding results for our clients, our team members, and our organization. We will consider multiple onsite locations within our footprint to work from. Join us and become part of a team that is dedicated to "Growin' Wisconsin" – one person, one business, and one relationship at a time. Our team does things the Fortifi Way, providing a unique perspective on client service and keeping our Core Values at the forefront of everything we do. We fuel progress in neighborhoods that we live and work in and are committed to our communities by giving back. We pride ourselves on being community leaders, volunteering our time and expertise to support local events and activities.
Job Details
Greet all clients warmly and follow Fortifi Bank’s Non‑Negotiable Service Standards
Follow bank policies and procedures to ensure compliance with banking regulations and security protocols
Uphold Fortifi Bank’s Core Values by Supporting Each Other, Building Relationships, providing Seamless Service, and having a Can‑Do Attitude
Respond to all incoming calls in a prompt and professional manner
Monitor return email and mail, and identify the appropriate address
Recognize opportunity to promote additional banking products and services
Assist clients with questions and concerns, striving to handle 75% of calls single‑handedly
Process new internet banking enrollments
Document all notes in the Customer Relationship Management (CRM) program
Communicate necessary client information to branch staff and other departments in a timely manner
Participate in ongoing training programs to enhance job knowledge and skills
Build relationships with core system contacts to ensure optimal communication between both parties
Benefits
Team‑oriented culture, with an eNPS well above industry standard
Health, dental, and vision insurance
401(k) and employer match
Paid time off, volunteer PTO, and birthday PTO
Life and disability insurance
Tuition reimbursement
Wellness program
Banking perks
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
Flexibility to work at several branch locations is a plus!
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!
Seniority level
Entry level
Employment type
Full‑time
Job function
Other
Industries
Banking
Referrals increase your chances of interviewing at Fortifi Bank by 2x
Get notified about new Client Care Specialist jobs in
Wisconsin, United States .
#J-18808-Ljbffr
Client Care Specialist
role at
Fortifi Bank
5 days ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Description At Fortifi Bank we believe that our front‑line team members are essential to Fortifi Bank’s success. As a Client Care Specialist, passion for communicating with others, precise accuracy, and unmatched organizational skills will create outstanding results for our clients, our team members, and our organization. We will consider multiple onsite locations within our footprint to work from. Join us and become part of a team that is dedicated to "Growin' Wisconsin" – one person, one business, and one relationship at a time. Our team does things the Fortifi Way, providing a unique perspective on client service and keeping our Core Values at the forefront of everything we do. We fuel progress in neighborhoods that we live and work in and are committed to our communities by giving back. We pride ourselves on being community leaders, volunteering our time and expertise to support local events and activities.
Job Details
Greet all clients warmly and follow Fortifi Bank’s Non‑Negotiable Service Standards
Follow bank policies and procedures to ensure compliance with banking regulations and security protocols
Uphold Fortifi Bank’s Core Values by Supporting Each Other, Building Relationships, providing Seamless Service, and having a Can‑Do Attitude
Respond to all incoming calls in a prompt and professional manner
Monitor return email and mail, and identify the appropriate address
Recognize opportunity to promote additional banking products and services
Assist clients with questions and concerns, striving to handle 75% of calls single‑handedly
Process new internet banking enrollments
Document all notes in the Customer Relationship Management (CRM) program
Communicate necessary client information to branch staff and other departments in a timely manner
Participate in ongoing training programs to enhance job knowledge and skills
Build relationships with core system contacts to ensure optimal communication between both parties
Benefits
Team‑oriented culture, with an eNPS well above industry standard
Health, dental, and vision insurance
401(k) and employer match
Paid time off, volunteer PTO, and birthday PTO
Life and disability insurance
Tuition reimbursement
Wellness program
Banking perks
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
Flexibility to work at several branch locations is a plus!
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!
Seniority level
Entry level
Employment type
Full‑time
Job function
Other
Industries
Banking
Referrals increase your chances of interviewing at Fortifi Bank by 2x
Get notified about new Client Care Specialist jobs in
Wisconsin, United States .
#J-18808-Ljbffr