Unlimited Job Postings Subscription - $99/yr!

Job Details

Relationship Specialist

  2026-05-19     e-solutions     Plano,TX  
Description:

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.


Apply for this Job

Please use the APPLY HERE link below to view additional details and application instructions.

Apply Here

Back to Search