
11 - 50 employees
Financial institutions do many good deeds in their communities. But the software they use to manage their community involvement is outdated and inefficient.
🕒 January 11
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11 - 50 employees
Financial institutions do many good deeds in their communities. But the software they use to manage their community involvement is outdated and inefficient.
• Provide exceptional customer support and onboarding for financial professionals • Assist customers in using the software effectively • Review emails and respond to customer requests • Log customer interactions in Salesforce • Work collaboratively with team members and clients • Set and meet KPIs for customer satisfaction
• At least 1 year of experience working in the financial industry • Experience with community involvement, CRA, complaints, or marketing • Compassionate with a lot of empathy • Self-starter who doesn’t need every moment of the day planned • Desire to improve listening and teaching skills
• Competitive pay • 401(k) matching • Generous paid leave • Insurance (medical, dental, vision, life, short-term disability) • Flex spending account • Celebrations for birthdays and work anniversaries • Fun gifts for team members
Apply Now🕒 December 29, 2025
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