Client Success Specialist

2 days ago


San Diego, California, United States Vets Hired Full time
Job Summary

Vets Hired is seeking an experienced Client Success Specialist to join our team. In this role, you will be responsible for building and maintaining strong relationships with our customers, identifying opportunities to grow their financial portfolios, and delivering exceptional customer experiences.

Key Responsibilities:
  • Develop and implement strategies to increase customer engagement and retention
  • Collaborate with internal teams to identify and capitalize on cross-selling opportunities
  • Process new account openings, transfers, and other transactions with accuracy and efficiency
  • Analyze customer data to identify trends and areas for improvement
Requirements:

We are seeking a highly skilled and results-driven individual with a minimum of 5 years of banking experience, including 2 years in client-facing roles. Candidates should possess excellent communication and interpersonal skills, as well as a strong understanding of banking products and services.

The estimated salary for this role is $65,000 - $85,000 per year, based on industry standards and market conditions.



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