Customer Operations Specialist

Job Summary

Serving as the primary entry point for clients, the full-time hybrid Customer Operations Professional will manage new and existing business projects from initiation through onboarding, ensuring a seamless client experience by providing education, coordination, and guidance on products and services.

Key responsibilities

• Act as the main contact for client projects, overseeing the process from intake to onboarding
• Manage project workflows, ensuring timely completion of contracts and documentation
• Educate clients on products and services to facilitate successful implementations

Required qualifications

• Minimum of 1 year of customer-facing experience in a banking or credit union environment
• Knowledge of workflow within banking/credit union operations related to financial services
• Strong interpersonal skills with a customer-first mindset
• Ability to build positive working relationships across remote teams
• Proficient in MS Office applications, specifically Word, Excel, and PowerPoint