Junior Banker Relationship Specialist Apply
Role: Junior Banker/Relationship Specialist/Call Center Professional
Location: US Dallas/Jacksonville
Who are we looking for?
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.
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.
