Software Technology Inc

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. Track surge support weekly and forecast monthly to help you determine ongoing surge support needs. Thorough knowledge and understanding of Treasury Management and Payment Products. Exhibit critical thinking and a higher degree of negotiation and dispute resolution skills

relationship specialist

Role: Junior Banker/Relationship Specialist/Call Center Professional (Handling Institutional and HN clients) Location: US Dallas/Jacksonville Contract 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. 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 <ul><li>Play the role of a Junior Banker/Relationship Specialist </li><li>High-touch relationship management </li><li>Create client conversation scripts, criteria and supplemental materials </li><li>Perform client outreach (calls, email, meetings), coordination, and associated reporting and tracking </li><li>Perform migration data entry for manual conversions including client entitlement set up and support </li><li>Interact with Bank and clients to facilitate collection of documentation </li><li>Provide Level 1 triage and help desk coordination, including top 20 clients team and post conversion support. </li><li>Track surge support weekly and forecast monthly to help you determine ongoing surge support needs </li><li>Provide information for client training team to create materials and for client training team to hold trainings </li></ul>Technical / Non-Technical Skills <ul><li>Thorough knowledge and understanding of Treasury Management and Payment Products </li><li>Exhibit critical thinking and a higher degree of negotiation and dispute resolution skills </li><li>Demonstrate ability to simplify and communicate complex technical procedures </li><li>Hands on approach mindset. </li><li>Provide White Glove Service </li><li>Strong English Speaking skills. </li><li>Need strong analytical skills and ability to think laterally </li><li>Attention to detail and proactive </li><li>Strong communication and interpersonal skills (Written and Verbal) </li><li>Effectively collaborates and communicates with to ensure client satisfaction </li><li>Detail oriented, while still providing reliable and consistent results. Dependable problem-solving skills. </li><li>Having any experience in migration activities will be preferred.</li></ul>

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