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Relationship Specialist/junior Banker

1 month ago

Chicago, United States Covetus LLC Full time

**Job Title: Relationship Specialist**

Duration: Permanent (Onsite)

Shift: Days (Full time)

Location: Chicago, IL

Pay Rate: $25/hour on W2 + benefits / depending on experience

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.
- 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**:

- 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

Expected hours: 40 per week

**Benefits**:

- 401(k)
- Dental insurance
- Health insurance
- Vision insurance

Experience level:

- 2 years
- 3 years
- 4 years
- 5 years
- 6 years
- 7 years
- 8 years
- 9 years

Shift:

- Day shift
- Morning shift

Weekly day range:

- Monday to Friday

Work setting:

- In-person
- Office

Application Question(s):

- are you comfortable for the payrate of $25/hr.

**Experience**:

- Customer service: 5 years (required)
- Banking: 1 year (required)

Ability to Commute:

- Chicago, IL 60603 (required)

Work Location: In person

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