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View salary and benefits informationThe Customer Onboarding Coordinator assists with onboarding processes, distribution of product knowledge materials, and tools. Supports customer success team and initiatives to provide guidance and knowledge resources to customers that will facilitate the achievement of their business objectives using the organization's products and services. Being a Customer Onboarding Coordinator administers issue tracking processes and compiles customer feedback. Coordinates with internal teams to facilitate resources and training needed by customers. In addition, Customer Onboarding Coordinator prepares re more...
The New Customer Accounts Onboarding Representative I collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Opens a variety of new accounts for customers including checking, IRA, CD and others. Being a New Customer Accounts Onboarding Representative I may complete process to transfer accounts for customers. Provides information and answers questions regarding interest rates, fees, and bank policies. In addition, New Customer Accounts Onboarding Representative I makes appropriate referrals to more...
The Customer Success/Onboarding Director develops strategies and processes that deliver consistent customer satisfaction from onboarding through all phases of the customer lifecycle and that promote retention. Directs the operations of the customer success function focused on providing customers with a voice, support, guidance, and knowledge resources that will facilitate the achievement of their business objectives using the organization's products and services and that will drive sales and increased revenue. Being a Customer Success/Onboarding Director builds teams of customer advocates with more...
The New Customer Accounts Onboarding Representative II collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Opens a variety of new accounts for customers including checking, IRA, CD and others. Being a New Customer Accounts Onboarding Representative II may complete process to transfer accounts for customers. Provides information and answers questions regarding interest rates, fees, and bank policies. In addition, New Customer Accounts Onboarding Representative II makes appropriate referrals more...
The New Customer Accounts Onboarding Representative III collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Opens a variety of new accounts for customers including checking, IRA, CD and others. Being a New Customer Accounts Onboarding Representative III may complete process to transfer accounts for customers. Provides information and answers questions regarding interest rates, fees, and bank policies. In addition, New Customer Accounts Onboarding Representative III makes appropriate referra more...
The Customer Onboarding Specialist I implements strategies and processes that deliver consistent customer satisfaction and retention. Acts as the customer's trusted advisor providing a voice, support, guidance, and knowledge resources that will facilitate the achievement of their business objectives using the organization's products and services throughout all phases of the customer lifecycle. Being a Customer Onboarding Specialist I utilizes extensive product knowledge, problem-solving skills and training to enhance customer engagements and achieve successful outcomes. Ensures that onboarding more...
The Customer Onboarding Specialist III implements strategies and processes that deliver consistent customer satisfaction and retention. Acts as the customer's trusted advisor providing a voice, support, guidance, and knowledge resources that will facilitate the achievement of their business objectives using the organization's products and services throughout all phases of the customer lifecycle. Being a Customer Onboarding Specialist III utilizes extensive product knowledge, problem-solving skills and training to enhance customer engagements and achieve successful outcomes. Ensures that onboar more...
The Customer Onboarding Specialist V implements strategies and processes that deliver consistent customer satisfaction and retention. Acts as the customer's trusted advisor providing a voice, support, guidance, and knowledge resources that will facilitate the achievement of their business objectives using the organization's products and services throughout all phases of the customer lifecycle. Being a Customer Onboarding Specialist V utilizes extensive product knowledge, problem-solving skills and training to enhance customer engagements and achieve successful outcomes. Ensures that onboarding more...
The Customer Onboarding Specialist II implements strategies and processes that deliver consistent customer satisfaction and retention. Acts as the customer's trusted advisor providing a voice, support, guidance, and knowledge resources that will facilitate the achievement of their business objectives using the organization's products and services throughout all phases of the customer lifecycle. Being a Customer Onboarding Specialist II utilizes extensive product knowledge, problem-solving skills and training to enhance customer engagements and achieve successful outcomes. Ensures that onboardi more...
The Customer Onboarding Specialist IV implements strategies and processes that deliver consistent customer satisfaction and retention. Acts as the customer's trusted advisor providing a voice, support, guidance, and knowledge resources that will facilitate the achievement of their business objectives using the organization's products and services throughout all phases of the customer lifecycle. Being a Customer Onboarding Specialist IV utilizes extensive product knowledge, problem-solving skills and training to enhance customer engagements and achieve successful outcomes. Ensures that onboardi more...
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