Migration Support Specialist- Junior Banker-Relationship Experience

Job Description

Job Description

Job description:

**Role is 100% in-office**

MUST HAVE Junior Banker/Relationship Specialist Experience. Must have experience with High Net Worth Clientele

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. Analyst will be responsible for supporting Client Service Transfer and process the request per defined bank guidelines and mandates. Ability to work in a team environment, highly goal oriented with excellent verbal and written communication and interact with internal stakeholders to identify and resolve any issues/ dependencies and track the activity to closure

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 client.

Work schedule will start between the hours of 3AM - 7AM CST. Start times are based on business needs, and we’re looking for candidates who can be flexible. Shifts may begin anytime between 3 AM and 7 AM, with most of the demand currently for earlier start times. Schedules are assigned based on the workload in each region.

Training Schedule: Training will start between 5AM - 9AM CST.

Functional Skills:

· Play the role of a 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 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.

· Effectively utilize resources and make decisions based on sound business judgement

Technical / Non-Technical Skills:

· Thorough knowledge and understanding of Banking and Financial Industry

· 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.

Company DescriptionSVS Group has extensive experience in many industries. We understand the opportunities, and how to find the best fit for your company. Our national search capability allows us to do the legwork to match candidates to opportunities in top locations.

Company Description

SVS Group has extensive experience in many industries. We understand the opportunities, and how to find the best fit for your company. Our national search capability allows us to do the legwork to match candidates to opportunities in top locations.