Junior Banker
2 months ago
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/Client Onboarding 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 onboarding new clients
- 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
Qualifications
Technical / Non-Technical Skills:
- Role will be working in-office Mon-Fri, hours of operations are 7:30 AM -7:30 PM CST
- Must have 2 plus years Banking experience in a branch or call center
- You will be working very closely with high-net-worth clients and will be the first point of contact with those clients.
- 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.
Additional Information
Mphasis is an Equal Employment Opportunity/Affirmative Action Employer and maintains a Drug-Free Workplace.
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization
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Junior Banker
1 month ago
Carrollton, United States Digital Risk Full timeCompany Description Mphasis is a leading IT solutions provider, offering Applications, Business Process Outsourcing (BPO) and Infrastructure services globally through a combination of technology knowhow, domain and process expertise. Over the years we have left an indelible impression in the IT solutions domain with an impressive clientele and an extensive...