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Top Customer Success & Experience Jobs in Charlotte, NC
Fintech • Financial Services
As an Associate Personal Banker, you'll build relationships with customers, assist with account openings, and help them find appropriate banking services while ensuring compliance with banking regulations.
Fintech • Financial Services
The role involves reviewing advisor websites and social media for compliance, leading risk management efforts, and mentoring less experienced specialists.
Top Skills:
AdtrackBroadridgeEngageMymarketingProofpointScout
Fintech • Financial Services
Manage and develop customer service teams, resolve escalated inquiries, collaborate with stakeholders, and drive product recommendations and risk management activities.
Top Skills:
AIAutomation Tools
Fintech • Financial Services
The Commercial Loan Servicing Specialist manages servicing activities for commercial loan products, coordinates customer service issue resolution, ensures compliance, evaluates loan transactions, and collaborates across teams for customer needs.
Top Skills:
Assignment ExecutionLoan IqLoan Trading
Fintech • Financial Services
Manage operational and service support functions for Financial Advisors, ensuring adherence to policies, escalation point for inquiries, and coaching on tools.
Top Skills:
Finra Series 63Finra Series 65Finra Series 66Finra Series 7
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Fintech • Financial Services
As an Associate Personal Banker, you will engage customers, assist with account openings, and provide basic financial services all while ensuring compliance with banking regulations.
Fintech • Financial Services
The Technical Support Analyst will provide technical support for online banking applications, ensuring a positive client experience by interpreting inquiries, troubleshooting issues, and acting as a liaison between customers and technology teams.
Top Skills:
Comptia A+ CertificationMS OfficeNetworking FundamentalsWindows Operating System
Fintech • Financial Services
The Teller will process transactions, provide customer support, promote digital services, and ensure operational compliance while building customer relationships.
Fintech • Financial Services
As a Relationship Banker, you'll build customer relationships, offer banking products, analyze business challenges, open accounts, and enhance customer experiences. This position requires compliance with licensing regulations, and you'll interact with both customers and partners to meet financial needs.
Reposted 4 Days AgoSaved
Fintech • Financial Services
Support a small portfolio of customers by managing accounts, analyzing financial statements, resolving issues, and ensuring customer satisfaction.
Top Skills:
MS OfficeExcel
Top Companies in Charlotte, NC Hiring Customer Success & Experience Roles
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