Relationship Specialist /Junior Banker in Carrollton, TX 75007 (Onsite & Permanent)

Overview

On Site
$DOE
Full Time

Skills

banking
banker
Junior Banker
Relationship Banker
Banking Specialist
PERSONAL BANKERS
Bank Associates
Banking Consultant

Job Details

Job Title - Junior Banker/Relationship Specialist/Call Center Professional (Handling Institutional and HN clients)

Job Location - Carrollton, TX 75007

Duration Full Time/ Permanent

Job Description

Roles will be focused on a very high level of Customer Support by helping in creation of account, migrating data from one platform to another, facilitate collection of documentations, triaging and back office coordination in a well-known bank.

Experience: 5+ years of experience as a Junior Banker/Relationship Specialist or a thorough Call Center Professional having interacted and catered to high-net-worth clients

Functional Skills:

  • Play the role of a Junior Banker/Relationship Specialist
  • High-touch relationship management
  • Create client conversation scripts, criteria and supplemental materials
  • Perform client outreach (calls, email, meetings), coordination, and associated reporting and tracking
  • Perform migration data entry for manual conversions including client entitlement set up and support
  • Interact with Bank and clients to facilitate collection of documentation
  • Provide Level 1 triage and help desk coordination, including top 20 clients team and post conversion support.
  • Track surge support weekly and forecast monthly to help you determine ongoing surge support needs
  • Provide information for client training team to create materials and for client training team to hold trainings

Technical / Non-Technical Skills:

  • Thorough knowledge and understanding of Treasury Management and Payment Products
  • Exhibit critical thinking and a higher degree of negotiation and dispute resolution skills
  • Demonstrate ability to simplify and communicate complex technical procedures
  • Hands on approach mindset.
  • Provide White Glove Service
  • Strong English Speaking skills.
  • Need strong analytical skills and ability to think laterally
  • Attention to detail and proactive
  • Strong communication and interpersonal skills (Written and Verbal)
  • Effectively collaborates and communicates with to ensure client satisfaction
  • Detail oriented, while still providing reliable and consistent results. Dependable problem-solving skills.
  • Having any experience in migration activities will be preferred.

Regards

Thomas

InfiCare Technologies | 22375 Broderick Drive #225 Dulles VA 20166 |

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Staffing Services since 2001 NMSDC MBE Certified | The Joint Commission Certified

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