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Banking Customer Service Representative

2 months ago

Plano, United States K-Tek Resourcing Full time
Job DescriptionJob Description

Hi

 

Greetings for the day

We are actively looking for the

 

Position: Junior Banker/Relationship Specialist

Location: Plano TX

 

LOOKING FOR Call Center with Banking / Financial industry

 

Job Description:

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:

  • Play the role of a Junior Banker/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, 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.

 

Company DescriptionK-Tek Resourcing is a consulting organization with offices in Houston TX and St. Paul, MN. It is supported by 2 global delivery centers, located in India. With its global employee strength of over 250, K-Tek has been supporting its clients for over 9 years.

Why K-Tek
K-Tek has a tenet of excelling at delivering resources and solutions based on its experience, integrity, distinction in delivery, reduced turn-around time and the consistency at being the "First Time Right".

Vision / Mission
At K-Tek we believe in understanding the specific needs of the customer and tailor-creating innovative solutions to meet these needs. We invest in our employees and customers. We build a relation of trust with our customers through empathy, solutions and being the first time right.

K-Tek Resourcing LLC is one of the leaders in Resourcing industry with a portfolio of over 300+ consultants working at different client’s sites. Our commitment to compliance, excellent client servicing and superior quality has positioned us for sustained success.Company DescriptionK-Tek Resourcing is a consulting organization with offices in Houston TX and St. Paul, MN. It is supported by 2 global delivery centers, located in India. With its global employee strength of over 250, K-Tek has been supporting its clients for over 9 years.\r
\r
Why K-Tek\r
K-Tek has a tenet of excelling at delivering resources and solutions based on its experience, integrity, distinction in delivery, reduced turn-around time and the consistency at being the "First Time Right".\r
\r
Vision / Mission\r
At K-Tek we believe in understanding the specific needs of the customer and tailor-creating innovative solutions to meet these needs. We invest in our employees and customers. We build a relation of trust with our customers through empathy, solutions and being the first time right.\r
\r
K-Tek Resourcing LLC is one of the leaders in Resourcing industry with a portfolio of over 300+ consultants working at different client’s sites. Our commitment to compliance, excellent client servicing and superior quality has positioned us for sustained success.