Wisconsin Bank & Trust

Hopkins, MN

Workforce Management Analyst II

Posted 15 days ago

Job Description

Wisconsin Bank & Trust is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"

The Workforce Management Analyst II works under the supervision of the WFM Manager focusing on forecasting and scheduling, while assisting with monitoring adherence. This role is an advanced analyst position requiring in-depth use of inContact system functionality to aid in the overall improvement of efficiency within customer care.

Primary Responsibilities

  • Produces quarterly and annual forecasting and staffing projections by leveraging historical and external data including shift requirements, time off the phone for coaching/training and PTO planning.
  • Ensures multiple queues and business units are staffed appropriately to meet set service level agreements according to weekly/monthly forecasting.
  • Updates system rules for staff to ensure proper schedule output.
  • Coordinates multi-site shift bidding process.
  • Monitors daily agent activity and call volume trends for all queues and teams utilizing inContact.
  • Monitors intraday forecasting and trends to make recommendations or to update schedules to optimize call center performance.
  • Completes ad-hoc reporting and analysis as needed to support the WFM team and call center management.
  • Maintains and provides weekly reports that provide insight into call center trends (week at a glance).
  • Analyzes data and makes recommendations on short term solutions to improve occupancy and overall SLA within the call center.
  • Creates and communicates trend reporting and data analysis of workload including team and agent performance.
  • Identifies recurring issues with agent performance, or system issues and contribute ideas to resolve problems to better service the customer and/or improve productivity.
  • Assists with the development and maintenance of department procedures.
  • Conducts training and assists with troubleshooting of system issues within the inContact system.
  • Works with others within the department and in other organizational business lines to coordinate activities and identify and resolve operational problems.
  • Participates in a wide variety of Heartland committees and regular meetings to coordinate activities and identify and resolve operational problems.
  • Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

Secondary Responsibilities

  • Performs other duties as assigned.

Management Responsibilities

  • This job has no management responsibilities.


  • Bachelors degree from a four-year college or university equivalent work experience in performing Work Force Management and basic IVR functions in a multi-department/site contact center environment required
  • 3-5 years experience in a call center environment
  • Experience with call center adherence requirements, scheduling and ability to understand WFM and IVR software (NICE inContact, Five9, Avaya, etc.)
  • In-depth knowledge of NICE CXone WFM processes including forecasting, scheduling, and adherence required
  • Advanced understanding and application of contact center operations including the WFM cycle, IVR concepts, skill routing and related terminology
  • Must have a good working knowledge of Excel and other Windows based programs (Word, PowerPoint, etc.)
  • Must possess excellent oral and written communication skills with all levels of personnel and can multitask in fast-paced environment
  • Ability to perform basic IVR functions (reporting, user access)
  • Sound decision-making skills with the proven ability to apply logic to resolve complex problems
  • Strong conceptual and analytical skills required

Scheduled Weekly Hours:


Time Type:

Full time

When you join the Wisconsin Bank & Trust team, youll be part of an organization that has been serving Wisconsin communities since 1911. Weve got BIG ideas and are looking for the right people to join us to make these ideas into a reality.

We provide a safe, positive and professional work environment with a leadership team that is dedicated to foster your career as far as you want to take it with yearly performance goals, strategic individual development plans and professional development opportunities. In addition to growing your career, we offer our employee's a competitive benefits package that includes a full health plan, a robust retirement savings plan, tuition reimbursement, a student debt assistance program and much more!

At Wisconsin Bank & Trust we are actively engaged with the communities that we serve. Over the past year, our employees volunteered over 700 hours to 38 different local organizations and we contributed more than $221,000 in sponsorships and donations. As part of giving back to the community, each employee is provided a paid day to volunteer at an organization of their choice.

Our employees are what drives our banks success and longevity. We strive to recruit and retain the best team possible and to live out our mission statement every day of enriching lives one customer, employee and community at a time.

EOE/AA Employer M/F/Disabled/VetMember FDIC Equal Housing Lender

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