ORS Partners

Customer Success Representative

Job Locations US-Radnor
Posted Date 3 weeks ago(11/9/2021 2:53 PM)
Client & Job Location : Address
201 King of Prussia Rd
Client & Job Location : Postal Code
Job ID
# of Openings
Regular Full-Time


Role Summary:

This position will be responsible for helping students, customers, and others who reach out to BMTX via social media, and other channels to achieve our Mission. Our mission is to provide service that is so great that our customers will refer us to someone they know and will stay with us for life.  Occasionally, this position will require assisting customers via phone.

 To be successful in this role you should possess the following abilities:

  • A friendly, confident, natural-born communicator. Even for the most experienced bank reps, products and services can be challenging to understand and explain to customers, so you need to be able to write and speak with clarity and precision. We provide you with the tools to be confident and accurate in your responses.
  • Able to roll with the punches and solve problems. This is where your entrepreneurial spirit comes into play. We are growing and evolving with each passing minute and we need our team to grow and evolve with us.
  • Possess the natural ability to lead and mentor fellow team members.
  • Be a brand ambassador. Our ideas of how to implement and succeed in mobile-only banking are epic!  We need you to be passionate about meeting or exceeding the Net Promoter Score and First Call Resolution goals that are set to ensure we are “the best in the business.”  We want you to believe in our mission and shout it from the rooftops.
  • Must be able to work flex-shifts day and evening, Saturdays and even the occasional holiday. The beauty of mobile banking is having access to your finances anytime, anywhere. We want our customers to have the same access to customer service that they have to their money.
  • Have an insatiable appetite for learning. We expect our Representatives to be interested in keeping up with financial literacy and education.



  • Proficient with social media outlets which includes Facebook, Twitter, Instagram and Google Plus
  • Accustomed to smart devices
  • Exceptional communication skills both written and verbal
  • Magnificent listening skills
  • Learns quickly and is able to handle the pressure from an irate customer or meeting tight deadline
  • Work collaboratively with the team and other departments to address/resolve customer concerns
  • Strong organizational, planning and prioritizing skills
  • Familiar with Microsoft Outlook, Excel and Word
  • Willingness to flex hours as needed and be appropriately available outside of normal business hours as necessary
  • Strong organizational skills that reflect ability to independently perform, prioritize and execute multiple tasks and complex projects seamlessly with competing priorities and deadlines
  • Thrives in collaborative, team environments
  • Ability to interact with all levels of professionals
  • Flexible with a willingness to jump in wherever required and manage multiple priorities at once
  • Excellent judgment, and decision making skills
  • Excellent written and verbal communication skills
  • Composure when faced with difficult or demanding situations and/or personalities and shifts in priorities and/or tasks


Required Experience 

  • 2+ years Exceptional Customer Service experience required, banking experience a plus
  • Excellent and effective communication skills with ability to be concise, clear, and consistent.
  • Strong organizational skills with attention to detail and proven ability to multi-task and prioritize.
  • Team player attitude and approach to work – we work hard, but we play hard!
  • Enjoys challenges and can adapt in a fast-paced, demanding and rapidly changing environment
  • Tech savvy, especially with mobile apps and social media
  • Bilingual (Spanish/English) a plus
  • 1-2 years’ experience with Microsoft Office
  • Ability to exercise judgment and resolve problems independently, but know when to escalate questions to management while always adhering to policy guidelines


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