Customer Support or Junior Banker/Relationship Specialist

Customer Support Or Junior Banker/Relationship Specialist

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, facilitating 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.

Must have commercial banking experience. Experience: 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.

Functional skills:

• 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 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 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 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.

About Tanisha Systems, Inc.

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.