Customer Experience Lead

The Customer Excellence Lead- Deposits is responsible for ensuring an exceptional customer experience across all deposit products and services by driving organizational change and challenging the norm. This role focuses strong execution, coordination and documentation of strategies that enhance customer satisfaction, loyalty, and retention while driving operational efficiency and deposit growth. The position requires a deep understanding of customer journey, service optimization, and cross-functional collaboration to deliver a best-in-class experience alongside strong communication and organization skills.

Primary Responsibilities:

1. Initiative Support & Customer Experience Coordination
   • Assist in tracking and organizing customer experience initiatives.
   • Help document customer journey pain points and improvement opportunities across channels.
   • Support cross-functional meetings with operations and technology teams to streamline workflows.
   • Maintain initiative logs and follow up on action items and service-level expectations.
   • Prepare materials for leadership discussions and help summarize key decisions and priorities.
2.  Voice of the Customer (VoC) Support
   • Coordinate the collection of customer feedback through surveys, forums, and internal channels.
   • Organize and maintain VoC data and insights for easy access and reporting.
   • Assist in preparing presentations and summaries that highlight customer feedback trends.
   • Help promote a customer-first mindset by supporting training logistics and internal communications.
3. Performance Monitoring & Reporting
   • Track key customer experience metrics (e.g., NPS, CES) and assist in compiling regular reports.
   • Use Excel or dashboard tools to visualize trends and flag areas needing attention.
   • Support the preparation of monthly and quarterly updates for senior leadership.
4.  Cross-Functional Collaboration
   • Schedule and coordinate meetings with product, marketing, operations, and frontline teams.
   • Maintain shared documentation and ensure alignment on initiative timelines and deliverables.

   • Act as a point of contact for follow-ups and action item tracking across departments

     Pay Transparency:  The salary range for this position is $126,000-$188,000 per year. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. This position is bonus eligible in addition to base salary.  

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F