Associate Customer Success Specialist

$39,998 - $65,000/Yr

Live Oak Banking Company - Wilmington, NC

Full-time - Entry Level

Wilmington, NC

Credit Intermediation and Related Activities

About the position

The Associate Customer Success Specialist at Live Oak Bank plays a crucial role in supporting small business owners by providing exceptional customer service and building strong relationships. This position involves assisting customers with their banking needs, onboarding new clients, and resolving account-related issues, all while embodying the bank's commitment to treating every customer as the only customer. The role requires adaptability, a positive attitude, and a willingness to learn in a fast-paced digital banking 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

Requirements

• Bachelor's degree or equivalent industry experience required
• 1-2 years customer-facing banking experience strongly preferred
• 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 fast-paced environment
• Knowledge of banking regulations preferred
• Previous experience with CRM software is preferred

Nice-to-haves

• Experience with CRM software
• Knowledge of banking regulations

Benefits

• Paid sick leave
• Annual bonuses
• Long-term incentives