The #1 Platform for Intelligent Banking Interactions
Banking AI Advisor, Customer Success
Location
United States
Posted
1 day ago
Salary
Not specified
Seniority
Senior
Job Description
Job Requirements
- 4+ years of professional experience working within a Bank or Credit Union, ideally in a role focused on Operations, Digital Channels, Member Experience, or Product/Project Management, or a FinTech SaaS environment.
- Deep, firsthand knowledge of financial institution operational and regulatory challenges, particularly within member service and support functions (e.g., Contact Center, Branch Operations, Lending Administration).
- Demonstrated experience in project management or overseeing the implementation and optimization of technology solutions within a financial institution, ideally acting as a technology owner or vendor manager for crucial technology.
- Proven ability to collaborate cross-functionally with various internal business units (Lending, Branch Operations, IT, Compliance) to drive large-scale projects.
- Familiarity with digital banking platforms or contact center software (AI, chatbots, omnichannel solutions) is highly desirable.
- Track record of problem-solving and finding practical solutions for business challenges within your organization.
- Bachelor’s degree required
- MBA preferred
- Must be willing to travel 30% of the time.
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Professional development opportunities
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