Job Details

Relationship Specialist

Location: Plano, TX (8181 Communications Parkway, Plano) (Onsite)

Duration: Long Term Contract

The shifts will start early morning, between 3AM and 7AM. Current managers are 3AM 12PM or 7AM 4PM

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 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

Technical / Non-Technical Skills:

• Thorough knowledge and understanding of Banking and Financial Industry
• 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 White 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.