Customer Support or Junior Banker/Relationship Specialist

3363 (in-office)

Salary: $25-$27.50/hr on W2

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

5+ years of experience as a Junior Banker/Relationship Specialist or a thorough Call Center Professional having interacted catering to high-net-worth client and commercial banking.

Please make note that training and working schedule has been changed to start at or between 7:00 AM – 8:00 AM EST. As a reminder, please have commercial banking and private banking as highly preferred. We are ideally seeking customer service profiles experienced with high-touch relationship in a finance environment (handling outbound calls), on-the-spot-deciders for the business, and are okay with working in-office from day one.

• Play the role of a 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.
• 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

• 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 * 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 Job Details:

Tanisha Systems, founded in 2002 in Massachusetts-*, is a leading provider of Custom Application Development and end-to-end IT Services to clients globally. We use a client-centric engagement model that combines local on-site and off-site resources with the cost, global expertise and quality advantages of off-shore operations. We deliver Custom Application Development, Application Modernization, Business Process Outsourcing and Professional IT Services from office locations in * and *.

Tanisha Systems services clients in Government, Banking & Financial Markets, Insurance, Healthcare, Retail & Consumer Goods, Energy & Utilities, Life Sciences, Telecom, Manufacturing and Transportation Industries around the globe. Our engagement model provides a flexible operational environment that empowers our clients with the right levels of control.

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