Banking Digital Conversion Specialist

Position: Digital Conversion Specialist I

About the Company:

This company is a leading provider of customer engagement solutions that help connect businesses and people how, when, and where it matters. This company serves more than 43 million consumers and 6 million small and medium sized businesses per year.

About the Position:

• Effectively & efficiently manages the conversion of assigned business clients from legacy platform to new, target platform.

• Mostly small business and less complex business clients (Tier 3) and lower end of Tier 2

• Leads training session(s) over electronic means with client on the phone utilizing Skype for business (or equivalent) tool

• Consults with Clients and Customers to identify additional needs related to the products or services

• Recommends/trains appropriate products, services, or solutions

• Works on assigned client programs

• Performs duties in a courteous, efficient, and professional manner

• Meets/Exceeds Company and client goals for levels of performance

Job Summary:

• Responsible for inbound or outbound call segment based on individual assignment.

• Ensure security and privacy of customer/client information

• Provide education and support regarding products and services

• Probes to identify client/customer needs and offer appropriate products, services, and solutions

• Utilizes available resources appropriately to accurately service clients/customers

• Ensures appropriate follow-through steps are completed for each call

• Maintains complete and accurate records of all call activity as required

• Maintains a professional appearance and a quality work environment that adheres to all safety and security policies

• Monitors individual performance tracking data and provides input for Individual Development Plans

• May be assigned additional tasks, projects, special assignments / team roles on a rotating basis at the discretion of Leader

• Assists peers with policy and procedural questions

• Successfully completes initial new Digital Conversion Professional training program and completes all required learning and ongoing training

• Works within a team environment supporting both team objectives and overall company objectives

• Provides a basic level of customer support, but escalates more advanced problems to a level II, level III or their leader

Required Skills/Abilities:

• Minimum 1 years preferred

• Experience working with ACH & Wire Transfer, & related bank services applications with small business, commercial, corporate customers.

• Experience working in branch, operations, customer service or other commercial banking areas is required.

• Strong written and verbal skills.

• Superior customer services skills.

• Good organizational skills and strong work ethic.

• Ability to demonstrate training experience/skills.

• Good working knowledge of email, Skype for business (or equivalent), Word and Excel.

About Tri-Starr:

Tri-Starr has a 30-year proven history of matching great people with awesome jobs and life changing careers. We are a woman-owned business and just like those women who put Tri-Starr on the map in 1985, the women on our team today are taking Tri-Starr into the future. Our goal is to help YOU find the best career while providing you with the absolute best resources possible. From understanding salaries, benefits, interviewing, and more -- our Recruiters are with you all the way.

Job Type: Full-time

Pay: $23.00 - $27.00 per hour

Schedule:

• 8 hour shift

Ability to commute/relocate:

• San Antonio, TX 78249: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location