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Customer Success Manager - escalation handling (San Diego, CA)

Westbrook Cross Banking Services · San Diego, CA · part time

Westbrook Cross Banking Services provides everyday banking and small-business lending around San Diego, and we need a Customer Success Manager to lead our escalation handling. Most people here started in a branch and stayed. What you will do • Check in regularly, listen for problems and fix them quickly. • Prepare simple reviews showing what the customer gets from us. • Record feedback and help shape what we improve next. • Coordinate with support, billing and operations on branch operations issues. • Look after a portfolio of customer accounts from setup through renewal. What we are looking for • Comfort with a CRM and simple reports. • Excellent communication and follow-through. • Two or more years in customer success, account management or service. Nice to have • Experience with loan files. • Ability to explain technical topics simply. Working arrangement • Part-time, about 16 hours a week, with flexible days. • On site in San Diego. • We reply to every applicant.

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