Customer Success Support Analyst
$40k - $52kSharetec
Job Type
Full-time
Who Will Love This Job
- Someone who finds more satisfaction in making something better than building something new - and understands why that's harder
- Someone who believes that technology serving people's financial lives is worth doing with real care and precision
- Someone who is energized by a company in motion - where the roadmap is growing and your contributions shape the direction
- Someone who enjoys being the calm, capable voice on the other end of the line when a client needs help
- Someone who loves solving puzzles - digging into a problem, researching, and working it until it's resolved
- Someone who takes pride in clear, empathetic communication and never loses sight of the person behind the ticket
- Someone who wants to learn the ins and outs of credit union software and grow a long-term career in fintech
- Deliver service and support to credit union end users via remote connection, diagnosing and resolving technical software issues
- Gather customer information, evaluate symptoms, and identify root causes using available resources and tools
- Interact with customers to provide clear, professional responses to inquiries, concerns, and product questions
- Accurately document all case activity and communication in our case tracking system
- Identify and escalate priority issues per client specifications and established escalation protocols
- Follow up with customers and make scheduled callbacks where necessary
- Participate in the after-hours on-call rotation
- Stay current with system information and updates through training and self-study, and identify opportunities to improve our software and processes
- 2+ years of direct customer service in financial services (credit union, banking, teller, loan officer, ACH, etc.) OR 2+ years in a support call center environment
- Ability to communicate clearly and professionally via phone, written, and typed media
- Strong problem-solving skills and a patient, customer-first attitude
- Ability to adapt quickly to changing systems, processes, and work environments
- High school diploma or equivalent
- Bilingual (English/Spanish) to support our Spanish-speaking credit union clients
- Prior experience in financial services - credit union, banking, teller, or lending operations
- Associate's degree or higher in Business or Computer Science
- Technical knowledge of core banking or credit union software
- Experience with support ticketing or case tracking systems
Salary Description
$40,000 - $52,000 + bonus
Vacancy posted 8 hours ago
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