About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Sales.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

This is an entry-level Customer Success / Customer Experience training position delivered through a structured training program. Working with the Confidential Client and program partners, you will:

• Learn product and service fundamentals and develop a customer-centric mindset
• Complete technical and professional training focused on banking and financial services
• Participate in internship placements and on-the-job learning with partner organizations
• Support customer interactions during training and internship phases (phone, email, chat)
• Practice professional communication, interviewing, networking, and resume-building skills

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Key Responsibilities

• Attend full-day, Monday–Friday training sessions for the program duration
• Complete training modules on customer experience, finance fundamentals, and business communications
• Engage in mock interviews, group projects, and career-readiness workshops
• If placed in an internship, represent the Confidential Client and partner organization professionally
• Track learning milestones and accept coaching/feedback from program instructors and mentors

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Qualifications

Minimum requirements (applicants must meet all):

• High school diploma or GED
• Authorized to work in the U.S.
• No bachelor’s degree (program targets non-degree holders)
• Availability Monday–Friday for the program duration
• Highly motivated to learn and begin a career in customer-facing roles and finance
• Comfortable participating in a structured training program with internships and assessments

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Preferred / Helpful Attributes

• Interest in banking, finance, or customer success
• Strong communication and interpersonal skills
• Entrepreneurial mindset or demonstrated initiative
• Willingness to complete screening questions and background checks as required by program partners

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Compensation & Benefits

• Estimated pay (from source): $46,273 per year (estimated)
• During the internship phase, students in the program earn an educational stipend of $525 per week
• Career support: coaching, resume help, interview practice, and job placement assistance
• Pathways after completion may include roles such as financial advisory, sales specialist, product support, or sales operations and analytics

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Location & Employment Type

• Location: Campbell, CA (onsite / program-based)
• Employment type: Contract / Full-time (program placement and internship arrangements may vary)
• Note: This posting is for a training-to-employment pathway. Internship locations may include partner employers in the Bay Area.

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Why Apply via Careertakes

• Careertakes is a third-party recruiting platform that can connect you to additional matched opportunities.
• We screen candidates to ensure program eligibility and help coordinate the application process with the Confidential Client and program partners.
• If you qualify, you’ll gain funded training, a paid internship stipend, and direct placement support.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.