Junior Banker/Relationship Specialist

  • Salary

    $28 Per Hour

Experience

5 to 8 Years

Posted On

Nov 10, 2023

Company

TechVilla Solutions

Travel Requirements

0%

Job Overview

Required Skills

  • Junior Banker
  • Relationship Specialist
  • Call Center Professional

Job Type

Contract - Corp-to-Corp, Contract - W2

Work Authorization

N/A

Location

Dallas, TX/ Jacksonville, NY

Job Description

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.

 


Job ID: TS230281

  • Posted By

    James William

Designation

Sr. HR

Company

Techvilla Solutions

Last Login

Feb 23, 2024

Posted On

Nov 10, 2023


Related Jobs