Overview
Play the role of a Relationship Specialist. High-touch relationship management. Responsibilities
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 clients to facilitate collection of documentation. Provide Level 1 triage and help desk coordination 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. Effectively utilize resources and make decisions based on sound business judgement Technical / Non-Technical Skills
Thorough knowledge and understanding of Banking and Financial Industry Commercial banking 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 Attention to detail and proactive Effectively collaborates and communicates to ensure client satisfaction
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Play the role of a Relationship Specialist. High-touch relationship management. Responsibilities
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 clients to facilitate collection of documentation. Provide Level 1 triage and help desk coordination 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. Effectively utilize resources and make decisions based on sound business judgement Technical / Non-Technical Skills
Thorough knowledge and understanding of Banking and Financial Industry Commercial banking 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 Attention to detail and proactive Effectively collaborates and communicates to ensure client satisfaction
#J-18808-Ljbffr