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Looking for Junior Banker / Relationship Specialist / Call Center Handling Institutional And HN Clients - Dallas / Jacksonville
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- Role : Junior Banker/Relationship Specialist/Call Center Professional (Handling Institutional and HN clients)
- 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
- Perform migration data entry for manual conversions including client entitlement set up and support
- 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
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