Customer Success Specialist

Job Summary Our client, a well-established financial institution in Birmingham, Alabama, is seeking a Customer Success Specialist with a strong call center-focused customer service background. This fully onsite role is ideal for a detail oriented who thrives in a high-volume phone environment, provides exceptional service, and can effectively support customers with account-related questions, service needs, and issue resolution. The Customer Success Specialist will serve as a primary point of contact for customers, handling inbound calls, delivering timely solutions, documenting interactions, and ensuring a positive customer experience. This is an excellent opportunity for someone who is detail-oriented, dependable, and comfortable working in a structured, fast-paced setting. Key Responsibilities Handle a high volume of inbound customer calls in a detail oriented, courteous, and efficient manner. Assist customers with account questions, service requests, general inquiries, and basic problem resolution. Provide accurate information regarding products, services, policies, and account activity. Document all customer interactions thoroughly and accurately in internal systems. Research and resolve customer concerns while escalating more complex issues as needed. Maintain a customer-first approach while meeting quality, productivity, and service expectations. Support retention and satisfaction efforts by building rapport and delivering consistent service. Ensure compliance with company policies, procedures, and confidentiality standards related to financial information. Collaborate with internal departments to support timely issue resolution and customer follow-up.

Qualifications:

Qualifications 2+ years of customer service experience in a call center, contact center, or high-volume phone-based environment. Previous experience in banking, financial services, or another regulated industry is preferred. Strong verbal communication skills and a detail oriented phone presence. Ability to manage multiple systems while speaking with customers and documenting conversations. Strong problem-solving skills with the ability to de-escalate concerns and provide effective resolutions. High attention to detail and accuracy in data entry and account documentation. Proficiency in Microsoft Office and customer management systems. High school diploma or equivalent required; additional education is a plus.

Compensation

$18.00-$22.00 Hourly

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