Client Education Specialist
Job in
Fairhope, Baldwin County, Alabama, 36533, USA
Listing for:
CU*SOUTH, INC.
Full Time
position
Listed on 2026-01-19
Job specializations:
-
Sales
Client Relationship Manager, Customer Success Mgr./ CSM, Bilingual
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly
USD
60000.00
80000.00
YEAR
Job Description & How to Apply Below
At CU SOUTH, we're more than just a Credit Union Service Organization (CUSO); we're a community united by a mission to strengthen and grow credit unions everywhere. Every role within our organization is backed by our steadfast philosophies - from our team who bring years of professional experience to our dynamic, customer-focused culture that's rooted in responsiveness and loyalty. Our working environment celebrates those who can pivot, innovate, and act swiftly, ensuring we remain at the forefront of the credit union industry.
Joining CU SOUTH isn’t merely about finding a job—it’s about discovering a purpose. Here, you’ll have the opportunity to evolve professionally and personally, backed by a supportive team that is unafraid to be progressive. Working for a CUSO, especially one as dedicated as CU SOUTH, offers a unique chance to serve. With us, you’re not just contributing to our growth; you’re actively playing a role in elevating the credit union community, impacting countless members and institutions alike.
Become a part of our team, where service and growth go hand in hand, and craft a fulfilling career that truly makes a difference.
PURPOSE
Primary job roles include, but are not limited to, client and employee training, curriculum development and management, relationship management, and consultative sales. This position provides training and relationship management throughout the lifecycle of a CU SOUTH client and the use of a consultative approach to selling additional products and services offered by CU SOUTH to our clients. As a member of the Client Experience team, participates in team meetings and supports the team in queue coverage as needed while developing content that will help reduce ticket volume through client education.
ESSENTIAL
JOB FUNCTIONS
Participate in planning and implementation of pre- and post-conversion training as well as general training content, CBX, Tune-ups, and client facing webinars.Lead classroom training sessions for CU
* BASE software, products, and services, conversion support, special client requests and department classes using available tools in the environment requested by the client or their supervisor.Assist clients in coordinating their data processing system to operate with credit union policies, procedures, and regulatory requirements in an effort to deepen the client’s relationship with CU SOUTH and their engagement with the core solution.As part of the conversion process, adheres to all directives from the Conversion Project Manager/Coordinator and reports on items of concern, issues with training or the training environment, and client level of engagement. Completes all documents as requested by the Conversion Project Manager/Coordinator and contributes to the overall success of the conversion.Creates and presents content to CU SOUTH staff of core offerings, upcoming releases, and operational functions.Responsible for the successful onboarding and training of all new CU SOUTH hires for introductory knowledge and historical, relevant, background information regarding their new employer. This makes them directly responsible for the early introduction of our core values to new employees.Analyze, design, develop, implement and evaluate current and new training courses for credit union partners and CU SOUTH staff.Responsible for effective time management and scheduling for training events, conversion support, conversion training, personal development, and call queue coverage as needed.As the owner of client ongoing relationships, responsible for maintaining the satisfaction level of our client base, working with clients on coordinating the implementation of products and services that meet their strategic plans, and using a consultative approach to selling CU SOUTH Essential Services that fit a need at the credit union.Assist the department heads in research, development, and implementation of new product lines and Essential Services for CU SOUTH.Other duties as assigned.SERVICE LEVEL AGREEMENT Internal
Uphold CU SOUTH Code of Conduct and PRAISE Core Values.Provide same-day response to all internal inquiries received by noon that day, provide next…
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