Customer Success Specialist

Medallion Bank

Customer Success Specialist managing client relationships within an industrial loan bank. Building strong relationships and training clients on the funding process while providing excellent customer service.

Posted 5/2/2026full-timeSalt Lake City • Utah • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Responsible for maintaining productive, volume-producing relationships with our client relationships, primarily by telephone and email.
Shared responsibility for training new and existing client relationships in all aspects of the application and funding process.
Develop and increase existing client relationships and customer satisfaction to increase loan volume.
Will interact with other bank employees to resolve client relationship issues.
Participate in successful hand-offs of new and re-engaged relationships from the Sales teams.
Focusing on establishing appropriate expectations and identifying opportunities to train our client relationships on lending guidelines and processes.
Build relationships and ensure customer satisfaction, taking the lead in helping client relationships achieve full integration and implementation of our financing program into the organization’s operating procedures.
Provide superior level of customer service to both internal and external contacts, maintaining relationships for long-term effectiveness, not short-term outcomes.
Document accurate client information in Salesforce and other systems gathered through frequent contact and interactions.
Ensuring our client relationships have up to date recreation program materials.
Provide feedback to the manager relating to market findings as needed.

Requirements

What you’ll need

Strong written and verbal communication and interpersonal skills.
Ability to communicate using great customer service to client personnel and all Bank employees; ability to work successfully in a team environment.
Basic computer skills in Excel, Word and Salesforce.
Self-motivated and hard working.
Must be able to handle multiple functions simultaneously and function in a high-pressure environment.
Willingness to learn credit guidelines, lending operations, and funding procedures.
Organized with a logical (repeatable) approach to work and top-notch customer service skills.
Knowledge in the applicable industries and customer service.

Benefits

Comp & perks

Competitive salary and discretionary bonus
Health, dental, and vision insurance
401(k) with company match
Paid time off and holidays
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer servicelending guidelineslending operationsfunding proceduresExcelWordSalesforce

Soft Skills

written communicationverbal communicationinterpersonal skillsteamworkself-motivatedorganizational skillsability to handle multiple functionshigh-pressure environment