Junior Banker/ Relationship Specialist
Job Posting for Junior Banker/ Relationship Specialist at Outworx Corporation
Job Title: Junior Banker/Relationship Specialist
Location: Plano TX
Duration: Full Time/ Permanent
Shift: Days, 8 hours.
Job Description:
Job Description
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/Relationship 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/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.
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.
Job Type: Full-time
Pay: Up to $25.00 per hour
Schedule:
- 8 hour shift
- Day shift
Education:
- High school or equivalent (Required)
Experience:
- Junior Banker: 5 years (Required)
- Customer service: 2 years (Required)
- Relationship Specialist: 5 years (Required)
Work Location: In person
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