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. Analyst will be responsible for supporting Client Service Transfer and process the request per defined bank guidelines and mandates. Ability to work in a team environment, highly goal oriented with excellent verbal and written communication and interact with internal stakeholders to identify and resolve any issues/ dependencies and track the activity to closure
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:

• Review and understand the request
• Assess documentation and approval requirements
• Manage activities through instruction via internal portals with external clients and internal stakeholders such as banker and connect via email, chat and phone calls as necessary
• Ensure documentation conforms to the Bank’s guidelines and standards
• Manage assigned transfer cases and follow up / escalate per defined process
• Ensure all applicable approvals are secured and the request is executed
• 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
• 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.

Please refer the Job description for details