Job Description
Job Description
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
Must have commercial banking Experience
Experience: 5+ years of experience as a Junior Banker/Relationship Specialist or a thorough Call Center Professional having interacted catering to high-net-worth client and commercial banking.
Work schedule will start between the hours of 3AM - 7AM. 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.
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
- Commercial banking
- 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.
Thanks & Best Regards,
Manohar Sai |Lead Talent Acquisition Specialist