What are the responsibilities and job description for the Member Experience Specialist position at East Wisconsin Savings Bank?
With a rich history of serving our community for over a century, East Wisconsin Savings Bank is committed to providing exceptional financial services and building lasting relationships. We are looking for a dedicated and detail-oriented Member Experience Specialist to join our team! This role is essential in providing exceptional service to our members while specializing in Health Savings Accounts (HSAs) and Individual Retirement Accounts (IRAs).
What You’ll Do:
- Assist members with daily banking transactions in the lobby, drive-up, and over the phone.
- Serve as the go-to expert for HSAs and IRAs, including account opening, contributions, distributions, rollovers, account maintenance, and beneficiary management.
- Educate and promote bank products and services to enhance the member experience.
- Open and close personal savings and checking accounts when requested.
- Responsible for managing CDs (opening, renewing, closing, withdrawals, etc.).
- In collaboration with accounting, process wires in/out of EWSB.
- Maintain accuracy, compliance, and professionalism in all member interactions.
What We’re Looking For:
- At least 1 year of experience in banking or financial institutions (required).
- Experience with Health Savings Accounts (HSAs) and IRAs (required).
- Strong attention to detail, problem-solving skills, and the ability to work both independently and as part of a team.
- A passion for learning, growing, and potentially leading a team in the future.
- Ability to quickly adapt to changing needs.
Why Join Us?
- Be part of a community-focused bank that values its employees.
- Opportunities for growth and career advancement.
- Competitive benefits and a supportive, fun team environment.
Ready to grow your career with us? Apply today!
Job Type: Full-time
Pay: $17.50 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Shift:
- 8 hour shift
- Day shift
- No nights
Work Location: In person
Salary : $18