Customer Experience Track – Banking & Customer Success

  • Year Up United
  • Pittsburgh, PA, USA
  • Feb 18, 2026
Full time Banking Customer Service

Job Description

The Customer Experience track prepares you to work directly with clients, understand their needs, and help them reach their goals. You’ll learn customer communication, relationship building, problem solving, navigating tough conversations, and using CRM systems. For the banking side, you’ll also learn cash handling, financial products, and how to process banking transactions.

This track leads to roles like Relationship Banker, Associate Banker, Customer Success Specialist, Client Service Associate, Wealth Management Client Associate, and Virtual Banker. It's great for anyone who enjoys helping people, working with customers, and being part of a professional team.