Client Experience Specialist
About The Position
About Us Live Oak Bank is a digital bank that serves small business owners across the country. Our groundbreaking spin on service and technology has fueled our mission to be America’s Small Business Bank. Our products help customers buy, build, and expand their business, and our high-yield savings and CD products help them grow their hard-earned money. At Live Oak, we never lose sight of the well-being of our people. We believe our employees are the heart of our company. Our commitment to our customers and culture is intertwined, and we seek those who embody and embrace what it takes to empower the American dream. How This Role Impacts Live Oak and its People We are on a mission to be America’s small business bank. Our deposits help fund loans for small businesses across the country. As a Client Experience Specialist, you help fuel the growth of small businesses. We believe in treating every customer as the only customer. As a digital bank, our Client Experience Specialist connect to customers across the U.S. by phone, email, and in person at Live Oak Bank Headquarters. Client Experience Specialist promote business for the Bank by building customer relationships and providing white glove service to new and existing customers. The Client Experience Specialist is a designated essential employee and may be required to be available after hours, and to work either in the office or remotely during inclement weather or a disaster scenario. What You’ll Do at Live Oak Maintain a thorough understanding of bank policies and procedures. Possess comprehensive knowledge of banking regulations, products, operating systems, and customer-facing applications.
Requirements
- Bachelor’s degree or equivalent industry experience
- Customer service experience and strong interpersonal skills
Nice To Haves
- Knowledge of banking regulations
- Knowledge of bank operating systems and customer-facing bank applications
Responsibilities
- Assist with new customer onboarding via phone for personal and business accounts (including business checking accounts).
- Respond to customer personal and business account inquiries and assist with personal and business deposit account servicing via phone.
- Provide customer support with online banking system and mobile application.
- Resolve issues with customer’s personal and business deposit accounts with a timely, professional, and proficient response.
- Assist with additional tasks and projects as needed.
- Possess a positive attitude with a genuine interest in helping others
- Demonstrate willingness to learn, accept feedback, improve, and adapt to change
- Support and guide your teammates by assisting with training and leading by example
- Demonstrate attention to detail with a high degree of accuracy
- Possess strong verbal and written communication and organizational skills
- Exercise excellent listening skills
- Maintain thorough understanding of deposit products and services
- Function as a member of a team and realizes all member of the team are vital to its success
- Maintain a high standard of regulatory awareness including BSA, AML, CIP, and OFAC
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
