$73,200 - 116,900 yearly
Number of Applicants
:000+
Let AI Supercharge Your Job Hunt!
JobCopilot scans 500,000+ company career sites daily to find jobs for you
Job Description:
Job Description:
Accountable for analysis, execution and/or ongoing sustainment support for a program initiative within the enterprise strategy and performance goals for one of the Customer Segments (i.e. Retail, Preferred & Small Business). Provides support to senior team leader and partners with product(s) and channel(s) teams to drive execution and integrate delivery to ensure the customer view is at the forefront of decisions in the achievement of goals. Accountable for initiative support, coordination, robust analysis and communications.
Responsible for the day-to-day analysis, research, and resolution of escalated client escalations/inquiries, and responsible for closed loop coaching for financial center opportunities. Functions include problem resolution, research of client care escalations, documentation to meet risk processes, and partnership with various line of business leaders.
Responsible for the day-to-day resolution of escalated client complaints, including research & customer outreach.
Participates in the design, development and implementation of complex products, systems and services in an operations environment.
Should function as the technical expert in their assigned area. Major accountabilities are based on individual expertise and capabilities. Should have in-depth understanding of the business unit's operations processes and implications on other groups within the operations function and other divisions within the company. Knowledge acquired through increasingly responsible operations analysis work. Clearly recognized as a content expert by peers. Individual typically has 5+ years of experience.
Excellent customer service skills
Advanced analytical and problem-solving skills
Strong verbal and written communication skills
Ability to effectively juggle multiple high priority activities concurrently
Build relationships and think critically about people, process and technology opportunities for future improvement
Work in a team/group environment; demonstrate a willingness/desire to share experiences or ideas with others
Work efficiently and at peak performance levels, ultimately leading to better customer satisfaction.
Willingness to Go Above and Beyond for our clients and fellow teammates
Intermediate Skills – MS Office Suite: Word, Excel and SharePoint
5+ years of experience working in a financial center or financial based customer service role
Experience with client escalations or concerns
Strong interest in process improvement, cross-line of business partnerships, and managing risk
Strong Excel Skills
Bilingual language - Spanish preferred
Minimum Education Requirement: HS diploma, GED or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC
Shift:
1st shift (United States of America)Hours Per Week:
40Pay Transparency details
US - CA - Westlake Village - 2815 TOWNSGATE RD (CA6811), US - CA - Woodland Hills - 5901 CANOGA AVE - WEST VALLEY REGION (CA7518), US - WA - Bellevue - 10400 NE 4th St - 400 Lincoln Square (WA3400)Pay and benefits informationPay range$73,200.00 - $116,900.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Auto-Apply to Customer Segment Consultant Jobs with your AI JobCopilot
Copyright © 2026 Grabjobs Pte.Ltd. All Rights Reserved.