Customer Experience Analyst 1
Oconomowoc, WI 
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Posted 3 days ago
Job Description

Have you worked in a financial setting and have banking operations experience? Here's an exciting Operations Analyst opportunity you may want to consider!

What We Are Looking for

The position is responsible for providing reporting and analysis services as it applies to Deposit Operations and Retail Banking data. The Customer Experience Analyst will work closely with the Customer Experience & Analysis Manager to provide purposeful data that will aid in customer relationship development, operational efficiencies, project planning, goal tracking and other company-wide initiatives. Responsibilities include a mixture of project and product management, analysis, and customer service.

We might be a great match if you...

  • Are energized by solving problems.
  • Act independently and are comfortable taking initiative.
  • Thrive when juggling multiple projects and priorities.
  • Have the knowledge of today's tech-savvy consumers.
  • Are naturally organized; and thrive in a systematic, process-driven work environment.
  • Are quality driven; you sweat the small stuff and pay attention to the details.

You will be responsible for duties that include:

  • Performing research and data collection from a variety of sources, including but not limited to Business Analytics, Navigator, and Director.
  • Preparing and writing various types of analytical reports for distribution that are product, project, implementation, operational and/or strategic oriented.
  • Responsible for daily administration and problem-solving tasks in Microsoft Dynamics CRM .
  • Assisting with designing efficient processes for new and existing banking products/services including the background systems that provide the products/services.
  • Actively participating on project teams for new and updated products, services, and systems as requested. Working closely and collaboratively with project team, fostering positive working relationships.
  • Developing and recommending all new procedures, forms and agreements for new electronic products and services.
  • Analyzing and translating business requirements to identify impacts, trends, and gaps.
  • Maintaining a focus of providing the online customer with an easy seamless customer experience through the online account opening solution, executes continuous enhancements to the Online Account Opening process, and maintain specifications as needed.
  • Serving as a primary resource for new deposit product setup and changes to existing deposit products and specifications, including rate changes
  • Providing beginner to advanced level eBanking support to external customers including debit and ATM cards, online banking, mobile banking, account alerts, mobile deposit capture, online bill pay and telephone banking.
  • Actively serving as a resource to other members of the team to enhance transfer of knowledge and cross-training.

What this Role Needs

  • Associates degree or equivalent experience
  • Advanced skills with Microsoft Word and Excel
  • A minimum of 3 years experience in a financial setting or 2 years related banking operations experience
  • Previous experience in business analysis, reporting or process improvements
  • Thorough knowledge of bank regulation and policies

Nice to Haves

  • Microsoft Excel programming skills (such as macros/VBA)
  • Working Knowledge of SQL, javascript and/or a similar programming language
  • Working Knowledge of IBM Cognos
  • Previous Experience with Microsoft Sharepoint, Microsoft Access and Microsoft Dynamics CRM
  • Knowledge of the bank's products and services

We are an Equal Opportunity Employer. We are committed to the full inclusion of all qualified individuals. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.


Equal Opportunity Employer: Minorities, Women, Veterans, Disabilities

 

Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Associate Degree
Required Experience
3+ years
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