Outreach Support

PB Consulting

Dallas, TX

Posted On: Nov 10, 2023

Posted On: Nov 10, 2023

Job Overview

Job Type

Full-time, Contract - W2

Experience

5 - 8 Years

Salary

$40 Per Hour

Work Arrangement

On-Site

Travel Requirement

0%

Required Skills

  • Pre/Post call
  • customer profile
  • Backoffice
Job Description

Roles & Responsibilities:

  • Pre/Post call work support for Outreach Specialists and Junior Bankers
  • Create customer specific content (product mix, customer profile, tenure, other client details) for outreach contact 
  • Perform migration data entry for manual conversions including client entitlement set-up and support
  • Support in collection of documents
  • Outreach Support role can be potentially merged with the Backoffice post commencement of the Program

Job ID: PC230217


Posted By

Naincy

Recruiter