Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $67,000.00 - $110,300.00
Benefits
competitive compensation
Health Insurance
Dental Insurance
Paid Time Off
retirement plans
hybrid work environment
Professional development opportunities
Job Description
Physician Bank, a division of Heritage Bank NA, is a distinguished financial institution specializing in delivering concierge-level banking services exclusively tailored for physicians nationwide. With a commitment to personalized service, cutting-edge digital tools, and comprehensive financial education, Physician Bank is dedicated to empowering physicians to achieve financial success. Rooted in a strong mission to enhance the banking experience for a unique and highly valued clientele, the institution blends traditional values with innovative technology to create a seamless, accessible, and enriching banking environment.
Heritage Bank NA, the parent company, boasts a long-standing reputation in the financial industry, recognized for its ethic... Show More
Heritage Bank NA, the parent company, boasts a long-standing reputation in the financial industry, recognized for its ethic... Show More
Job Requirements
- At least 3 years of combined experience in team management or supervisor experience within banking or financial services
- Experience in customer experience management, with a strong focus on digital banking platforms
- Exceptional communication and interpersonal skills
- Experience managing teams and delivering white glove service
- Familiarity with mortgage and consumer lending processes
Job Qualifications
- At least 3 years of team management or supervisory experience within banking or financial services
- Experience in customer experience management with a strong focus on digital banking platforms
- Exceptional communication and interpersonal skills
- Familiarity with mortgage and consumer lending processes
- Proven ability to lead and inspire teams
- Knowledge of financial education and client onboarding strategies
- Strong problem-solving and operational management skills
Job Duties
- Build, coach, and lead the Sioux Falls Customer Experience team to deliver exceptional service and meet performance goals
- Foster a culture of collaboration, innovation, and continuous improvement
- Drive digital customer experience strategies integrating online and mobile banking tools
- Monitor and enhance customer interactions across text, video, email, and phone
- Develop and implement strategies to boost customer satisfaction, loyalty, and engagement
- Design and oversee personalized onboarding experiences for clients
- Champion financial education programs for physician clients
- Manage workflows related to digital banking support, account maintenance, and loan processes
- Collaborate with cross-functional teams to streamline processes and implement best practices
- Establish and track key performance indicators to measure success
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Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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