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Client Success Representative -2nd and 3rd Shift

March 10, 2026

NewtekOne, ((NASDAQ: NEWT) Your Business Solutions Company, is a financial holding company, which along with its bank and non-bank consolidated subsidiaries, provides a wide range of business and financial solutions under the Newtek brand to the small- and medium-sized business ("SMB") market. Since 1999, Newtek has provided state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow their sales, control their expenses, and reduce their risk

Newtek's and its subsidiaries' business and financial solutions include banking (Newtek Bank, N.A.), Business Lending, Electronic Payment Processing, Technology Solutions (Cloud Computing, Data
Backup, Storage and Retrieval, IT Consulting), eCommerce, Accounts Receivable FinancingInventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions.

We are seeking a Client Success Representative to join our team. In this role, you will be the first point of contact for our customers, ensuring they receive exceptional customer service, interacting with people across multiple contact channels, including phone, email, and chat. This role is responsible for handling a variety of routine inquiries or requests while providing a high level of service. To succeed in this role, you must be caring and compassionate, enthusiastic, solution-oriented and committed to providing outstanding service to all our customers nationwide.

Weekdays and Weekends: (3) Weekdays and all weekends 2nd and 3rd Shift (rotating).

Qualifications include but not limited to:

High School or equivalent experience and a minimum of 6 months of customer service in a call center environment. Associate degree preferred.
Knowledge of banking regulations a plus.
Prior working experience as customer service, customer facing or phone customer support.
Comfortable with being on video camera while engaging with clients/customers, attending company/department meetings, etc. as required.
Ability to handle difficult conversations with a high level of empathy and integrity.
Bilingual a plus or may be required based on company needs.
Willingness to learn and take direction.
Ability to work within the designated work schedule and be flexible as business needs change (i.e., late night, weekends, holidays, etc.).
Possess good work ethics and maintain good attendance.
Ability to thrive in a fast-paced environment where change and ambiguity are prevalent.
Possess good telephone customer service etiquette.
Ability to handle large volumes of incoming calls daily ranging from 50 to 75 daily.
Ability to work and grow in a fast-paced, high-volume call center environment.
Good data entry skills and ability to navigate among multiple systems.
Highly reliable with the ability to maintain regular attendance and punctuality.
Attention to accuracy and detail, proactive follow up and satisfactory resolve.
Ability to organize, manage multiple priorities, and meet deadlines.
Possess professional oral and written communication skills.
Possess strong active listening skills.
Desire to learn and adapt to the Company's culture and philosophy.
Ability to quickly learn about company products and services.
Possess an aptitude for conflict resolution, problem solving and negotiation - aka critical thinking skills.
Ability to maintain confidentiality.
Good follow-through skills and ability to resolve issues in a timely manner.
Good interpersonal skills and must possess a positive attitude.
Ability to work independently as well as in a team.
Self-motivated with a great teamwork attitude.
Competent in Windows based computer applications (Microsoft Office) and internal systems such Newtracker, and external systems such as Glia, Five9, etc.
Job Responsibilities include but not limited to:

Answer incoming phone calls through the Newtek main queue for all Newtek offices and divisions as applicable and direct calls to appropriate department in a clear, friendly, and professional manner while adhering to established company guidelines.
Actively listen to understand customers' needs and answer their questions to include callbacks and follow up calls as needed.
Verify the customer and provide assistance when applicable. Reference the script guide as needed.
Interact with customers by way of telephone, email, chats or video chat (Glia), in a professional manner.
Enhance customer experience and build relationships by presenting a professional image as you represent the company while being ready on camera in accordance with company policies and procedures.
Provide outstanding professional customer service.
Serve as a quality assurance checkpoint, alerting management of any issues or suspected issues both internally and externally.
Enter client information in Newtracker and assign it to appropriate department within the division.
Maintain a strong knowledge of NewtekOne and its subsidiaries' business and financial solutions which include banking (Newtek Bank, N.A.), Newtek Small Business Finance, Newtek Payments Solutions, Small Business Lending, Newtek Insurance Agency and PayrollBenefits Solutions. In addition, NewtekOne offers its clients the Technology Solutions (Cloud Computing, Data Backup, Storage Retrieval, IT Consulting and Web Services) provided by Intelligent Protection Management Corp. (IPM.com).
Actively participate in various group meetings including but not limited to team meetings, one-on-one discussions, quality review sessions and department trainings.
Maintain expected call center metrics.
Follow all required scripts, policies, and procedures.
Ensure first call resolution through problem solving and effective call handling.
Pursue a positive and educational customer experience in every interaction.
Ask probing questions to determine the best way to assist the customer with his/her issue and offer viable solutions.
Ensure all telephone conversations are logged into the Newtek system and reports with clear and detailed notes during and after completing each call.

NewtekOne offers a competitive salary and an annual performance-based bonus program to reward your results. We provide our employees with an excellent comprehensive benefits package including medical, dental, vision, supplemental benefits, and a 401(k) savings plan with an employer match. On-going training on sales techniques, industry, and competitive landscape to support your career growth.

Newtek is an Equal Opportunity Employer; M/F/D/V. We require all our employees to perform work in an ethical manner and always uphold our Code of Business Conduct and Ethics.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...