Junior Banker/relationship Specialist - Chicago, United States - Akar IT services

Akar IT services
Akar IT services
Verified Company
Chicago, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description
We are hiring for
Junior Banker/Relationship Specialist in Plano, TX


Junior Banker/Relationship Specialist

Location:
Chicago, IL 60603

Duration:
Full Time/ Permanent

Shift: 8 hour, Day shift

Pay rate:
$25/hr. on w2 with benefits


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:


  • Play the role of a Junior Banker/Relationship Specialist
  • Hightouch relationship management
  • Create
    client conversation scripts, criteria and supplemental materials.
  • 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.

Pay:
$25.00 per hour


Benefits:


  • 401(k)
  • 401(k)
matching

  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Experience level:

  • 5 years

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday

Experience:


  • Junior Banker/
Relationship Specialist: 5 years (required)


Ability to Commute:

  • Chicago, IL required)

Ability to Relocate:

  • Chicago, IL 60603: Relocate before starting work (required)

Work Location:
In person
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