Live Oak Bank · 1 week ago
Client Experience Specialist
Wilmington, NC
Full-time
Hybrid
New Grad, Entry Level
$19.77/hr - $32.12/hrLive Oak Bank is a digital bank that serves small business owners across the country. As a Client Experience Specialist, you will help fuel the growth of small businesses by providing exceptional customer service and building relationships with clients.
BankingCreditFinancial ServicesLending
Responsibilities
Maintain a thorough understanding of bank policies and procedures
Possess comprehensive knowledge of banking regulations, products, operating systems, and customer-facing applications
Assist with new customer onboarding via phone for personal and business accounts (including business checking accounts)
Respond to customer personal and business account inquiries and assist with personal and business deposit account servicing via phone
Provide customer support with online banking system and mobile application
Resolve issues with customer’s personal and business deposit accounts with a timely, professional, and proficient response
Assist with additional tasks and projects as needed
Possess a positive attitude with a genuine interest in helping others
Demonstrate willingness to learn, accept feedback, improve, and adapt to change
Support and guide your teammates by assisting with training and leading by example Demonstrate attention to detail with a high degree of accuracy
Possess strong verbal and written communication and organizational skills Exercise excellent listening skills
Maintain thorough understanding of deposit products and services
Function as a member of a team and realizes all member of the team are vital to its success
Maintain a high standard of regulatory awareness including BSA, AML, CIP, and OFAC
Qualification
Required
Bachelor's degree or equivalent industry experience
Customer service experience and strong interpersonal skills
Preferred
Knowledge of banking regulations
Knowledge of bank operating systems and customer-facing bank applications
Benefits
Paid sick leave
Company
Live Oak Bank
Live Oak Bank is a financial service company that offers banking services and products for small and medium businesses.
Founded in 2008
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$176.09M2025-07-28Post Ipo Equity· $100M
2017-11-21Series Unknown· $1.14M
2015-08-07IPO
Leadership Team
Neil Underwood
President and Chief Operating Officer
Evan Travis
SVP, Venture Banking
Recent News
2025-12-02
Company data provided by crunchbase