Customer Experience Specialist - Part Time (20-25 Hrs/Wk)

Customer Experience Specialist - Part Time (20-25 Hrs/Wk)

Location:

327 North 17th Avenue, Wausau, WI, 54401, United States

Employee Type:

PT Regular Non-Exempt

Contact:

brittney bierman, bbierman@incrediblebank.com

About the Role
This role performs a range of technical and service-oriented functions including processing customer transactions, opening new consumer accounts, identifying and reporting potential fraud, and ensuring compliance with regulatory requirements.

Duties and responsibilities include:

Provide friendly, accurate service for everyday banking transactions and moderately complex requests such as foreign currency exchanges, wire transfers, and dispute resolution ensuring each customer feels valued and supported.

Process deposits, withdrawals, loan payments, wires, and foreign currency transactions with precision to maintain trust and financial accuracy.

Maintain and balance the cash drawer and manage branch cash ordering to support smooth daily operations and ensure cash availability.

Support internal and external audits by adhering to regulatory standards including CIP, FinCEN, and the Bank Secrecy Act to safeguard the bank and its customer from financial crime and risk.

Issue debit cards and educate customers on mobile wallet, travel notices, and ATM locator tools to enhance convenience.

Proactively onboard, educate, and follow up with customers to build lasting relationships, foster loyalty, and ensure satisfaction throughout their banking journey.

Engage in consultative conversations to identify financial needs and refer customers to Relationship Bankers for tailored solutions helping customers achieve their financial goals.

Open and close various types of consumer accounts, including ownership and beneficiary updates to ensure accurate records and support customers through life changes.

Educate customers on digital banking tools such as mobile deposits, account alerts, and e-statements to promote self-service, convenience, and secure account management.

Drive growth through referrals and cross‑selling, actively supporting branch sales initiatives and helping customers discover products and services that meet their financial needs.

Monitor for suspicious activity and apply compliance procedures, escalating complex issues when necessary to protect customers and uphold regulatory standards.

Stay informed on emerging fraud trends and apply best practices in transaction monitoring to proactively safeguard the bank and its customers.

Collaborate with internal teams to deliver holistic solutions and support branch initiatives, ensuring a seamless and unified customer experience.

Participate in branch projects and community events, representing IncredibleBank with professionalism and strengthening local relationships.

Maintain a high level of professionalism, ensuring every customer feels valued, respected, and confident in their banking experience.

Resolve customer complaints and service issues by working collaboratively with branch staff and other departments demonstrating accountability and commitment to customer satisfaction.

This is a regular part-time, hourly non‑exempt position, averaging approximately 20-25 hours per week. Schedule may vary between 8:00 am to 5:30 pm CST Monday through Friday and 9:00 am to 12:00 pm CST on Saturdays.

This position will work on‑site at the IncredibleBank branch location in Wausau on 17th Avenue. Intermittent travel may be required to support other bank locations.

Qualifications
Recommended and preferred qualifications are:

Associate's degree in Finance, Accounting, Business Management, or a related field preferred, providing a strong foundation in financial principles and customer service.

13 years of experience as a bank teller or in a similar role demonstrating familiarity with banking operations and customer interaction.

Experience in a relationship-oriented, client‑centric environment preferred, reflecting a commitment to personalized service and long‑term customer engagement.

Advanced mathematical, analytical, and communication skills to ensure accuracy, insight, and clarity in every customer interaction.

Strong critical thinking and effective problem‑solving abilities, enabling quick resolution of customer issues and operational challenges.

A collaborative mindset focused on building productive relationships, supporting teamwork, and unified customer experience.

Flexibility and responsiveness to evolving customer expectations and business needs, ensuring adaptability in a fast‑paced environment.

Benefits and Compensation
Eligible employees receive over 30 days off per calendar year, including 18 days of PTO to begin, plus an anniversary holiday, birthday holiday, wellness holiday, and 12 observed bank holidays.

We offer top‑tier benefits and competitive compensation that we discuss up front. Our total rewards package is available at https://www.cbmicrosite.com/incrediblebank.

Company
IncredibleBank first started in 1967 as River Valley Bank with a single location in Rothschild, WI. Today, it is a $2.0 billion‑asset institution with 17 brick‑and‑mortar locations and a national presence, certified as a Great Place to Work. Learn more about our Great Place to Work engagement results at https://www.greatplacetowork.com/certified-company/7022621.

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