Customer Experience Agent

Palo Alto, CA

Step is a next-generation financial services company building the best banking experience to help teens and young adults achieve financial independence and knowledge at an earlier age. Step’s mission is to create a bank that gives you the tools to become smarter with your money and reward you along your financial journey. Step is a well-funded Series B company focused on disrupting banking through a differentiated mobile-first consumer experience. The founding team has an extensive background in FinTech and building successful consumer products and brands. If you’re looking to join a fast-growing company with a strong mission and vision that puts people first, we want to meet you.

The Role

Step is looking for an experienced Customer Experience Agent to be our first point of contact for customer inquiries.  Money is an emotional and important part of everyday life and Step’s customer support experience is a foundational piece of our overall product experience. The ideal candidate is capable of guiding customers through a friendly and positive experience while answering questions across all aspects of the Step product as well as the customer’s stages of financial understanding.  This includes fast problem solving and multitasking while interacting with customers in real-time.


  • Serve as the frontline for customer support in an omni-channel environment by solving problems and answering questions in a real-time, professional, and friendly manner.   
  • Be the internal customer voice to report bugs, issues, or friction points that cause frustration. Keep customer empathy first.
  • Develop templates for email and chat responses to common questions.
  • Assist product and operation teams to identify trends in support inquiries.
  • Work closely with Fraud and Risk teams to identify suspicious activity to escalate quickly and accurately.
  • Provide extraordinary service to customers over chat and email and occasionally over the phone in a fast-paced environment
  • Listen and seek to understand the customer’s true request to create thoughtful solutions
  • Continue to learn the business and take ownership of your role and responsibilities
  • Think ahead and provide solutions that anticipate future needs
  • Simplify complex processes and make it easy for customers to grasp
  • Can be flexible with your schedule availability and can work early mornings or weekend rotations, if asked

About you

  • College degree preferred
  • 2+ years Customer support experience in a high-volume environment
  • Very organized and capable of prioritizing tasks in a dynamic work environment
  • Exceptional written and verbal communication skills with strong attention to details
  • Experience with current CRM and support software a plus
  • Strong experience in Google Suite, MS Office and Web based portal computer skills.
  • High level of integrity, professionalism and work ethic
  • Experience with customer support at a startup, fintech, or highly regulated industry a plus
  • Passionate about building relationships and improving customer experiences
  • Adapt to new situations by thinking on your feet
  • Genuinely curious about people and business, while inspiring passion in others


  • Some weekends, overnight and overtime required

Your Opportunities

  • A place to learn and grow, and strengthen areas of interest through an interactive experience, along with a varied exposure to different processes and teams
  • A chance to work in a fast-paced organization focusing on innovation and growth
  • Opportunity to be involved in initiatives and have ownership of tasks focused on continuous improvement with shared interests of the company
  • Build strong relationships within and across teams

Working at Step

  • Competitive salary based on experience, with full medical and dental benefits
  • Stock in an early stage startup that is growing
  • Flexible WFH and vacation policy
  • Free daily lunches
  • Free snacks & drinks 
  • Monthly team events outside the office
  • Monthly stipend for commuter benefits and card testing
  • Office right next to Caltrain

The team

Step was founded by financial industry veterans CJ MacDonald and Alexey Kalinichenko to provide teens and their families with financial tools for today’s modern-day banking needs and to promote financial literacy for the future. The founding team has 50+ years in combined financial technology experience across companies like Gyft, First Data, Square and Google.

About the team