Customer Success Manager - Financial Services
We are seeking a Customer Success Manager to join our team in the financial services industry.
This is a mid-senior level, full-time position that will provide support to our customers and help them achieve their goals.
The ideal candidate will have experience in relationship development, leadership, and customer service. They will be able to motivate and inspire a team to achieve objectives, connect with customers in the community, and build relationships through positive interactions.
The role requires sourcing new opportunities, supporting small businesses, and leveraging off financial health checks to provide the right products for customers.
The successful candidate will also oversee day-to-day operations, ensuring legal, risk, compliance, regulatory, and reporting requirements are met.
About You
* You have previous experience in writing home loans and an impressive track record in leading people by building their capability through coaching and training.
* You have effective communication and interpersonal skills, and you are willing to proactively source new business opportunities across the local community.
About Us
We are a leading member-owned bank offering a full range of products and services in retail and business banking. Our purpose is to provide simple, competitive, and authentic banking that helps our members and communities be better off.
We offer great training and onboarding, genuine career pathways, a supportive culture that promotes diversity and inclusion, and a friendly and professional team environment.