field_remote_option

job_industry

field_job_occupational_field_parents_all

job_organization_name

job_upgrade_is_featured

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Relationship Banker - Woodbury Financial Center

Job Description: Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - San Diego South

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy. Responsibilities: <ul> <li>Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information</li> <li>Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service</li> <li>Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk</li> <li>Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients</li> <li>Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable constant account access </li> <li>Multiple shift options available including overnights</li> </ul> Required Qualifications: <ul> <li>Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence</li> <li>Must be able to speak Spanish and pass required Bilingual Assessment</li> </ul> Desired Qualifications: <ul> <li>Experience in a call center and/or a financial/banking center</li> <li>Customer service experience​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Customer and Client Focus</li> <li>Issue Management</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Adaptability</li> <li>Problem Solving</li> <li>Risk Management</li> <li>Attention to Detail</li> <li>Business Acumen</li> <li>Valuation Ethics and Practice Standards</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Client Services Representative-Bilingual Spanish

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction. Responsibilities: <ul> <li>Manages an extensive portfolio of complex clients and prospects with annual revenues of $5-50 million and helps companies save, borrow, and invest for their current and future needs</li> <li>Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships</li> <li>Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends</li> <li>Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects</li> <li>Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues</li> <li>Coaches and mentors peers, while utilizing leadership skills</li> <li>Adapts to changes in sales practices and broader market and industry conditions as needed</li> </ul> Skills: <ul> <li>Business Development</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Account Management</li> <li>Financial Analysis</li> <li>Leadership Development</li> <li>Loan Structuring</li> <li>Referral Identification</li> <li>Credit Documentation Requirements</li> <li>Pipeline Management</li> <li>Referral Management</li> <li>Regulatory Compliance</li> <li>Risk Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Senior Relationship Manager Business Banking- Long Island, NY

Job Description: Job Description The APAC Corporate Treasury Trade Support associate will be the front to back contact as it relates to trade structure and process flow within the APAC region. The candidate will be responsible for researching and aligning the various activities performed in the region. Alignment and implementation of activities will be driven by the Treasury Trade Control Single Process Inventory (SPI) and regional regulations and guidelines. The candidate will create and implement an action plan for activities needing migration and will perform such activities thereafter. Such activities in scope for alignment, but not limited to, are metric reporting, trade validation, reconciliations, reporting, end of day controls, trade amendments and new product reviews/approvals. The front to back understanding of the APAC support structure will be required in order for the candidate to sustain the level of customer service required by the APAC Front Office as well as to provide the OpEx/Change team with the needed capabilities required in the region. This role requires the candidate to be flexible in the work performed as the role is comprised of analysis of the activities needed but also performance of such activities once initial review and implementation occur. The candidate must be a self-starter and have the ability to work closely with Front Office, Back Office and other stakeholders to investigate and resolve the needs of the APAC region. The candidate will need to have a high sense of urgency and ability to multi-task and communicate effectively. Responsibilities: •Research and implement activities performed within the APAC process within Treasury Trade Control • Understand Front-to-back APAC support needs and communicate to the OPEX/Change regarding the needed capabilities •Timely and accurate management of trade validation and substantiation • Perform reconciliations and event monitoring for in scope trades. • Perform trade maintenance as required (e.g. lifecycle events, amendments) and ensuring trades feed to downstream systems as expected • Dealing with trade queries – work closely with Front Office, Back Office and other stakeholders to investigate and resolve trade booking issues, breaks and/or failed trades • Perform basic trade analytics to resolve trade queries • Production of daily reports – distribute daily reports to the Trading desk, Business Partners and Senior Management (requiring a high level of attention to detail) • Resolve queries – Investigate any issues raised to the team, liaising with Front Office, Back Office, Finance and/or the client as necessary. • Build and maintain relationships across senior business leads and support partners • Involvement in a broad range of initiatives across multiple platforms driven by both the Business and Trade Control and work to ensure they are effectively implemented and delivered as per the requirements • Metrics management and reporting to supervision/FO Requirements: • Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner • Excellent communications skills and ability to present to an audience • Ability to multi-task and manage time wisely • High Attention to Detail • Ability to work under pressure in a team environment • Ability to liaise with all levels of the firm and people with different experiences and backgrounds • Sense of urgency and understanding of break escalation • Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate Other qualifications: ∙ Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions ∙ Excels in working among diverse viewpoints to determine the best path forward ∙ Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner ∙ Commitment to challenging the status quo and promoting positive change. ∙ Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base ∙ Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Vice President, Global Corporate Treasury Trade Support, Global Markets Operations

Job Description: Job Description One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ *Bilingual in Korean preferred Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Hollywood area

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - East Bay South

Relationship Banker - Silicon Valley West

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: <ul> <li>Executes the bank's risk culture and strives for operational excellence</li> <li>Builds relationships with clients to meet financial needs</li> <li>Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li> <li>Grows business knowledge and network by partnering with experts in small business, lending, and investments</li> <li>Manages financial center traffic, appointments, and outbound calls effectively</li> <li>Drives the client experience</li> <li>Manages cash responsibilities</li> </ul> Required Qualifications: <ul> <li>Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Is confident in identifying solutions for new and existing clients based on their needs</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Has the ability to learn and adapt to new information and technology platforms</li> <li>Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)</li> <li>Applies strong critical thinking and problem-solving skills to meet clients' needs</li> <li>Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li> <li>Efficiently manages time and capacity</li> <li>Focuses on results while acting in the best interest of the client</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> </ul> Desired Qualifications: <ul> <li>Experience in financial services and knowledge of financial services industry, products and solutions</li> <li>One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals</li> <li>Six months of cash handling experience</li> <li>Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​</li> </ul> Skills: <ul> <li>Adaptability</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Problem Solving</li> <li>Account Management</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Business Development</li> <li>Pipeline Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Referral Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Lebanon West Financial Center

<h2>About Great Question</h2>Great Question is on a mission to help businesses build better products by making customer research fast, easy, and scalable. We’re a Series A B2B SaaS company backed by top-tier investors and trusted by leading brands like Gusto, Miro, Brex, and Canva.Our all-in-one research platform enables teams to recruit participants, run interviews and surveys, and analyze insights — all in one place. As we enter the era of AI, we’re pioneering automated qualitative analysis to help teams turn customer feedback into actionable insights faster than ever.We’re a remote-first, customer-obsessed team committed to helping product teams deeply understand and serve their users. Learn more at<a href="https://greatquestion.co" target="_blank"> </a><a href="http://greatquestion.co" target="_blank">greatquestion.co</a>.<h2>About the Role</h2>We’re looking for a North America-based Director of Customer Success to lead our post-sale strategy and execution — driving revenue growth, building scalable systems, and guiding our CS team through a new phase of growth.Customer Success is a core pillar of our GTM strategy and essential to achieving our ARR goals. You’ll own the customer lifecycle from onboarding through renewal and expansion, transforming it into a repeatable, measurable engine for Net Dollar Retention (NDR).<h2>What You’ll Do</h2><h3>📍 Commercial Leadership</h3><ul> <li>Own ambitious Net Dollar Retention goals across all segments.</li> <li>Define and execute a segmented NDR strategy (e.g., 120% Enterprise, 110% Self-Serve).</li> <li>Be accountable for renewals, expansion, and churn.</li> <li>Identify and grow new revenue streams, including professional services.</li> <li>Build forecasting, pacing, and attribution models to track revenue impact.</li> </ul><h3>🔁 Customer Lifecycle &amp; Experience</h3><ul> <li>Design and scale repeatable onboarding, adoption, expansion, and renewal playbooks.</li> <li>Identify success patterns among high-performing accounts and standardize those motions.</li> <li>Operationalize usage signals, customer health scores, and churn/risk alerts.</li> </ul><h3>🤝 Cross-Functional Collaboration</h3><ul> <li>Partner with Sales, Product, Marketing, and Ops to build an aligned GTM strategy.</li> <li>Integrate CS into our PLG motion (e.g., in-app success triggers, lifecycle comms).</li> <li>Support adoption of usage-based pricing through training and enablement.</li> </ul><h3>👥 Team Leadership</h3><ul> <li>Hire, coach, and manage a high-performing CS team.</li> <li>Define clear ownership across renewals, expansion, and product adoption.</li> <li>Launch scaled initiatives like champion programs and strategic customer visits.</li> <li>Drive performance through accountability, goal-setting, and feedback.</li> </ul><h2>About You</h2><ul> <li>Proven success leading CS teams in high-growth B2B SaaS environments, ideally having scaled from Series A to Series B/C and beyond</li> <li>Experience serving enterprise customers and ideally managing both enterprise and scaled CS motions.</li> <li>Demonstrated commercial acumen: achieved or exceeded quotas, driven upsells, opened new revenue streams.</li> <li>Systems thinker with strong process-building and performance tracking abilities.</li> <li>Empathetic, high-clarity people leader experienced in hiring, coaching, and managing performance.</li> <li>Cross-functional collaborator who aligns CS tightly with GTM partners.</li> <li>Passionate about the opportunity around AI</li> </ul><h2>Success in First 6–12 Months</h2><ul> <li>Achieving QoQ revenue targets</li> <li>Segmented NDR strategy implemented and tracking to 115%+.</li> <li>Expansion ownership between CS and Sales clearly defined and smoothly operating.</li> <li>Revenue attribution for CS is live, with CSMs confidently executing and hitting quota.</li> </ul><h2>Benefits</h2><ul> <li>Competitive salary and benefits package.</li> <li>Opportunity to work on challenging and impactful projects.</li> <li>Be part of a passionate and supportive team. </li> <li>Make a real difference in the world of customer feedback.</li> </ul><h2>Hiring Process</h2>We endeavor to deliver a great candidate experience, including notifications of your status in the hiring process throughout.The hiring process includes the following steps and typically happens across 2-4 weeks from first interview:<ol> <li>Initial phone screens for shortlisted candidates.</li> <li>Interview with Co-Founder &amp; CEO, Ned Dwyer.</li> <li>Cross-functional collaboration interview with our VP of Sales.</li> <li>Collaboration interview with a member of Customer Success.</li> <li>A take-home assignment and synchronous review.</li> <li>Final leadership interview.</li> <li>Reference checks with a past manager, and if relevant, a person you have managed.</li> </ol>Note - Each interview is sequential, so you’ll only move to the next round if you pass the previous one. After each interview, we’ll aim to notify you if you’re progressing within 3 days of your interview taking place.<h2>How to Apply</h2>If this sounds like the opportunity you’ve been waiting for, we’d love to hear from you! Please submit your resume, making sure it’s a concise representation of your previous work experience. Note, we will only ever contact you over email using a <a href="http://greatquestion.co" target="_blank">greatquestion.co</a> email address.

391 Customer Service Jobs