Migration Support Specialist- Junior Banker-Relationship Experience

Job description:

**Role is 100% in-office**

MUST HAVE Junior Banker/Relationship Specialist Experience. Must have experience with High Net Worth Clientele

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. Analyst will be responsible for supporting Client Service Transfer and process the request per defined bank guidelines and mandates. Ability to work in a team environment, highly goal oriented with excellent verbal and written communication and interact with internal stakeholders to identify and resolve any issues/ dependencies and track the activity to closure

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 client.

Work schedule will start between the hours of 3AM - 7AM CST. Start times are based on business needs, and we’re looking for candidates who can be flexible. Shifts may begin anytime between 3 AM and 7 AM, with most of the demand currently for earlier start times. Schedules are assigned based on the workload in each region.

Training Schedule: Training will start between 5AM - 9AM CST.

Functional Skills:

· Play the role of a 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 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.

· Effectively utilize resources and make decisions based on sound business judgement

Technical / Non-Technical Skills:

· Thorough knowledge and understanding of Banking and Financial Industry

· 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.