About Us

How This Role Impacts Live Oak and its People

We are on a mission to be America’s small business bank. Our deposits help fund loans for small businesses across the country. As a Customer Success Manager, you help fuel the growth of small businesses. We believe in treating every customer as the only customer. As a digital bank, our Customer Success Managers connect to customers across the U.S. by phone and email. Customer Success Managers promote business for the Bank by building customer relationships and providing white glove service to new and existing customers.

The CSM I is a designated essential employee and may be required to be available after hours, and to work either in the office or remotely during inclement weather or a disaster scenario.

What You’ll Do at Live Oak

• Maintain knowledge and understanding of bank policies and procedures
• Build expertise of banking products, operating systems, and customer-facing applications
• Assist with new customer onboarding and account application review
• Respond to customer inquiries and assist with deposit account servicing in person, by phone, and online
• Provide customer support with online banking system and mobile application
• Resolve issues with customer’s deposit accounts with a timely, professional, and proficient response
• Assist with additional tasks and projects as needed

How You’ll Do It

• Possess a positive attitude with a genuine interest in helping others
• Demonstrate willingness to learn, accept feedback, improve, and adapt to change
• Demonstrate attention to detail with a high degree of accuracy
• Possess strong verbal and written communication and organizational skills
• Exercise excellent listening skills
• Function as a member of a team and realize all members of the team are vital to its success
• Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection, and determent of money laundering or other unlawful activities

Required and Preferred Experience

• Bachelor’s degree or equivalent industry experience required
• 1-2 years customer-facing banking experience strongly preferred
• Customer service experience and strong interpersonal skills required
• Knowledge of banking regulations preferred

To Thrive at Live Oak

• Gravitate to Growth – Shows adaptability and support for changes to improve organizational effectiveness.
• Communicate and Collaborate – Communicates clearly and thoughtfully, demonstrating empathy in teamwork.
• Eye of the Tiger – Gets positive results by taking personal responsibility for actions and team outcomes.
• Know Your Business – Curates and maintains a depth of knowledge and skill to perform one’s job effectively.
• Customer at the Center – Provides customers with a personalized experience to achieve exceptional outcomes.

For a detailed overview of our employee benefits please visit: https://www.liveoakbank.com/corporate-social-responsibility/live-oak-bank-employees/

At Live Oak Bank, we are passionately focused on creating an inclusive and genuine environment! We encourage you to apply for roles that you believe you’d be a great fit for, even if you feel your past experience does not perfectly match every requirement. As we continue to grow, our People Team will match the skillsets of current and prior applicants with open roles within our organization. As we say at Live Oak, "Paint the Target!" and go after your goals!"