Associate Customer Success Specialist
| Company | Live Oak Bank |
|---|---|
| Location | Wilmington, NC, USA |
| Salary | $19.23 – $31.25 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Bachelor’s degree or equivalent industry experience required
- Customer service experience and strong interpersonal skills required
- Ability to type 40-60 words per minute
- Excellent computer skills including but not limited to Microsoft Word, Excel, Internet browsers, and the ability to learn company utilized web-based systems
- Experience troubleshooting complex technical issues
- Ability to work independently and efficiently in a faced paced environment
Responsibilities
- Maintain knowledge and understanding of bank policies and procedures
- Build expertise of banking products, operating systems, and customer-facing applications
- Assist with new customer onboarding and account application review
- Respond to customer inquiries and assist with deposit account servicing in person, by phone, and online
- Provide customer support with online banking system and mobile application
- Resolve issues with customer’s deposit accounts with a timely, professional, and proficient response
- Assist with additional tasks and projects as needed
Preferred Qualifications
- 1-2 years customer-facing banking experience strongly preferred
- Knowledge of banking regulations preferred
- Previous experience with CRM software is preferred