Urgent hiring Client Services Representative - Banking

Hi ,

Hope you are doing great.

InfiCare has been providing Contingent Staffing and Direct Hire staffing services to its clients across the US and in four continents Since 2001. Starting from a modest beginning in 2001, today we service clients ranging from Fortune 500 companies to medium sized businesses as well as small niche firms. In US we are based at Dulles, VA. We are hiring “Client Services Representative - Banking” for one of our clients. If you are interested in this position, you can revert to my email or call me at 703-652-6329.

Job Title: Client Services Representative - Banking

Location: New York,

Duration: Full Time/ Permanent

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

• Online Client service representative must have external client facing experience, especially past experience in providing white glove service.
• High-touch relationship management
• Create client conversation scripts, criteria and supplemental materials
• Perform client outreach (calls, email, meetings), coordination, and associated reporting and tracking
• Provide Level 1 triage and help desk coordination, including top 20 clients team 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 and for client training team to hold trainings
  
  

Technical / Non-Technical Skills

• Thorough knowledge and understanding of Treasury Management and Payment Products
• Demonstrate ability to simplify and communicate complex technical procedures
• Hands on approach mindset.
• 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.
• Must have in-depth knowledge of Banking online products, processes, and policies.
• Knowledge in handling a wide variety of situations with a client on the phone, whether it’s resolving a logon issue or explaining to a client on how to setup online credentials.
• Must have patience and expertise in handling clients that are not tech savvy.
• Resolve customer complaints and issues promptly and communicate/escalate any service-related issues/problems to management.
• Need to possess excellent communication, computer/technical skills, people skills, as well as organizational skills.
• Past Help Desk Experience a plus
  
  

Helen Stokes

InfiCare Staffing | 22375 Broderick Drive #225 Dulles, VA 20166

Direct: 703 -652-6329 | [email protected]

www.InfiCareHealth.com | www.InfiCareTech.com | https://www.linkedin.com/in/deepanshi-dixit-helen-1664b01b7/

Staffing services since 2001 | NMSDC MBE Certified | The Joint Commission Certified

Manager Contact Info: Saurabh Kumar | [email protected] | 703-652-4804