Roles & Responsibilities:

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.

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