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Commercial Banking Client Transition Analyst

SVS Group
locationTampa, FL, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job Description

Commercial Banking Client Transition Analyst

Location: 100% In-Office | Schedule: 7:00 AM – 8:00 AM EST


Ready to make an impact from day one? We’re looking for experienced commercial and private banking professionals to play a key role in high-stakes client transitions. You’ll manage account setup, platform migrations, and documentation collection, ensuring high-net-worth clients receive white-glove service every step of the way.


This is a fast-paced, client-facing role with outbound calls and on-the-spot decision-making—perfect for someone who thrives on responsibility and delivering results.


What You Bring:

  • 5+ years in commercial/private banking or high-touch financial services
  • Experience managing high-net-worth clients
  • Strong verbal and written communication
  • Analytical, detail-oriented, proactive, and client-focused
  • Comfortable working 100% in-office from day one


This is your chance to join a team where every interaction matters. Apply now and make an immediate impact!

Company DescriptionSVS Group has extensive experience in many industries. We understand the opportunities, and how to find the best fit for your company. Our national search capability allows us to do the legwork to match candidates to opportunities in top locations.

Company Description

SVS Group has extensive experience in many industries. We understand the opportunities, and how to find the best fit for your company. Our national search capability allows us to do the legwork to match candidates to opportunities in top locations.

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