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Junior Banker/relationship Specialist

3 months ago

Chicago, United States Akar IT services Full time

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
- High-touch 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 60603 (required)

Ability to Relocate:

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

Work Location: In person