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Customer Success Manager - account health (Richmond, VA)

Summit Union Banking Services Group · Richmond, VA · part time

Summit Union Banking Services Group provides everyday banking and small-business lending around Richmond. We are hiring a Customer Success Manager to take on account health. You would work closely with colleagues in operations, support and management. What you will do • Coordinate with support, billing and operations on deposit accounts issues. • Look after a portfolio of customer accounts from setup through renewal. • Check in regularly, listen for problems and fix them quickly. • Record feedback and help shape what we improve next. • Prepare simple reviews showing what the customer gets from us. What we are looking for • Excellent communication and follow-through. • Comfort with a CRM and simple reports. • Two or more years in customer success, account management or service. Nice to have • Experience with fraud alerts. • Ability to explain technical topics simply. Working arrangement • Part-time, about 20 hours a week, afternoons. • On site in Richmond, with some flexibility after the first few months. • We will tell you what to expect at each step of the hiring process.

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