Associate Customer Success Specialist

About Us

Live Oak Bank is a digital bank that serves small business owners across the country.  Our groundbreaking spin on service and technology has fueled our mission to be America’s Small Business Bank. Our products help customers buy, build, and expand their business, and our high-yield savings and CD products help them grow their hard-earned money.  At Live Oak, we never lose sight of the well-being of our people. We believe our employees are the heart of our company. Our commitment to our customers and culture is intertwined, and we seek those who embody and embrace what it takes to empower the American dream.

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 an Associate Customer Success Specialist, 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 Specialists connect to customers across the U.S. by phone and email. Customer Success Specialists promote business for the Bank by building customer relationships and providing white glove service to new and existing customers.

The Associate Customer Success Specialist​ 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

• Ability to type 40-60 words per minute

• Excellent computer skills including but not limited to Microsoft Word, Excel, Internet browsers, and the ability to learn company utilized web-based systems

• Experience troubleshooting complex technical issues

• Ability to work independently and efficiently in a faced paced environment

• Knowledge of banking regulations preferred

• Previous experience with CRM software is preferred

Our Values

• Dedication: Possess a deep commitment to Live Oak Bank’s mission and core values, exemplified through a strong work ethic, adaptability and pride in your work.

• Ownership: Take initiative to deliver positive results by proactively and creatively solving problems, while maintaining a high degree of quality.

• Respect: Treat everyone wi.th courtesy, politeness, and kindness.

• Innovation: Embrace fresh ideas and fearlessly contribute new solutions to emerging or existing problems.

• Teamwork: Foster collaboration, accountability, and trust with others and understand that together, we do more

For a detailed overview of our employee benefits please visit: