Customer Service Advisor

Customer Service AdvisorSkip to main content#Customer Service Advisor page is loaded## Customer Service AdvisorApplylocations: Lehi, UTtime type: Full timeposted on: Posted 6 Days Agojob requisition id: R0007419### Current Employees of Happen Bank: Please apply via your internal Workday Account Happen Bank (formerly LendingClub) is built around a simple purpose: to clear the way to help people turn intention into action, and action into financial progress. That means offering focused products, a frictionless mobile-first experience, and clear terms with no gotchas. Respect and fairness is part of our DNA, and that ideal shapes how we work, how we treat each other, and how we invest in our employees and our community. Join us in using data, bold thinking, and a commitment to innovation to help clear the way for millions of Americans to achieve more. ## ## About the RoleAt Happen Bank, we take pride in helping our potential members improve their financial health through our ethos of service: Lending Care. As leaders in the market, we seek individuals who are inspired by our vision and embody our values. By joining the Virtual Banking team, you will have the opportunity to empower those who strive to achieve financial success. You will be a guide to our members as they start a relationship with Happen Bank. In this role, you’ll experience a dynamic call center environment where we provide best-in-class, nonstop member interactions via phones, email, and chat, through three simple principles: “Build a Relationship, Make It Easy, and Think Ahead.”## ## What You'll Do* Take inbound phone calls, chats, and/or emails while accurately completing online account transactions, maintenance, and service requests from customers* Maintain an excellent understanding of bank products and services, procedures, policies, and appropriate regulatory issues in relation to deposit and transaction accounts, while providing empathetic and professional customer service* Have a strong understanding of Happen Bank products/services with the ability to adapt to new situations by thinking critically, and providing solutions to our members* Help members understand their available options and plan what benefits them financially, as well as emotionally* Contribute to defined KPIs and results by infusing a human element into our call modelPay for the position: $20/hrStart Date: August 10, 2026Schedules for the position (subject to change):Monday-Friday – 6:30am – 3:00 pmORMonday-Friday – 9:00am – 5:30pmFlexibility with work from home and hybrid options.## ## **About You*** 1+ year experience in retail customer service, banking, or call center* You are comfortable with technology and capable of handling back-to-back phone calls and rapid switches between phone, email, and chat communications* You can contribute to a positive team environment by actively engaging with your peers and leaders, seeking out and applying feedback, sharing ideas and best practices* You take ownership of customer concerns and resolve customer issues at the first point of contact* You are timely and reliable, as it is important to adhere to your daily schedule* Ability to build relationships and focus on customer experiences* High school diploma or GED equivalent required**Virtual (Work from Home) Considerations:**LendingClub currently offers virtual, hybrid in-office, and fully in-office options so that you can request to work where you perform your best. We are asking for flexibility going forward as circumstances change and we evaluate transitioning teams back to work in the office. The following are requirements to perform this role virtually (work from home):* Have a quiet, dedicated space (preferably with a door) where you can work uninterrupted at home. This also includes having a dedicated desk and chair for work* Have high speed internet with low usage during business hours (100 MBPS download speed and 10 MBPS upload speed)* Be able to connect directly into your modem/router (not via wifi); ethernet cord provided* Be comfortable trouble shooting technical issues without in-person IT support* MUST live and work within 75 miles of the LendingClub office hiring this role* While working, it is expected that you are not the primary caregiver to any pets, children or elderly**Working Conditions**Required to be on the phones, work on a computer and at a desk for extended periods of time including viewing a screen, using a mouse, manipulating a keyboard and wearing a headset. Must be able to function effectively in a dynamic, fast-paced call center environment where natural and regular work stressors can occur.**What Makes HB different:**A great place to build your careerWe want you to learn and grow with us. Onboarding programs, on-the-job training, career-development sessions, and performance check-ins keep you on a path toward the next level. Last year, 57% of our new Operations managers were promotions from within the company.We celebrate individualityIndividual perspectives and experiences make us and our business better—there is no “typical” Happen Bank employee. We encourage everyone to voice their opinions while retaining the humility to listen and accept other viewpoints. Employee resource groups supporting female, LGBTQ+, Black, Asian, Latinx, Jewish, parent, and veteran team members offer more ways to feel connected and supported within our Happen Bank community.You are worth itWe want every employee to feel valued. One way we do that is through our generous compensation and benefits package, which includes:* Generous paid time off* 401(k) match up to 4% ($5,000 per year max)* Wellness program with cash incentives and more!Perks with purposeWe also offer a wide range of onsite perks to help you get the most out of your day.* Onsite gym, locker room, showers and a bike room* Public Café in the building* Onsite barista for made to order coffee, smoothies and teas* Light-filled, colorful workspaces that encourage collaboration and innovation* Covered parking* Basketball courts and open field for sports activities* Healthy snacks and drinksPosition ineligible for visa sponsorship.#Hybrid#HBCS1Happen Bank is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system.We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at View email address on click.appcast.io. **Notice on AI Tool Use**For select roles and locations, candidate interviews may be recorded, transcribed and summarized by tools such as artificial intelligence (AI) to assist our hiring managers with the application process. You will have the opportunity to opt out of recording, transcription, and summarization prior to any scheduled interviews. We will not discriminate against you if you choose to opt out. During the interview, we will collect the following categories of personal information from or about you: contact information, identifiers, professional and employment-related information, sensory information (audio/video recording), and any other categories of personal information you choose to share with us. We will use this information to evaluate your application for employment.We will only share your interview, transcription, or summary with persons whose expertise or technology is necessary to process your application, evaluate your fitness for a position, and administer or support the tool. We will not sell your personal information or disclose it to any third party for their marketing purposes. For more information about how we will handle your personal information, please refer to our Privacy Disclosure. We will delete any recording of your interview promptly but in no event later than 30 days after making a hiring decision.### About UsHappen Bank (formerly LendingClub) is built around a simple purpose: to clear the way to help people turn intention into action, and action into financial progress. That means offering focused products, a frictionless mobile-first experience, and clear terms with no gotchas. Respect and fairness is part of our DNA, and that ideal shapes how we work, how we treat each other, and how we invest in our employees and our community. Join us in using data, bold thinking, and a commitment to innovation to help clear the way for millions of Americans to achieve more. To learn more visit us at happen.com Please review Happen Bank Work-related Privacy Disclosure. #J-18808-Ljbffr