Job Description
Job Description
**Role is 100% in-office**
training and working schedule has been changed to start at or between 7:00 AM – 8:00 AM EST.
Who are we looking for?
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. Analyst will be responsible for supporting Client Service Transfer and process the request per defined bank guidelines and mandates. Ability to work in a team environment, highly goal oriented with excellent verbal and written communication and interact with internal stakeholders to identify and resolve any issues/ dependencies and track the activity to closure
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 client.
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 with 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.
Company DescriptionK-Tek Resourcing is a consulting organization with offices in Houston TX and St. Paul, MN. It is supported by 2 global delivery centers, located in India. With its global employee strength of over 250, K-Tek has been supporting its clients for over 9 years.
Why K-Tek
K-Tek has a tenet of excelling at delivering resources and solutions based on its experience, integrity, distinction in delivery, reduced turn-around time and the consistency at being the "First Time Right".
Vision / Mission
At K-Tek we believe in understanding the specific needs of the customer and tailor-creating innovative solutions to meet these needs. We invest in our employees and customers. We build a relation of trust with our customers through empathy, solutions and being the first time right.
K-Tek Resourcing LLC is one of the leaders in Resourcing industry with a portfolio of over 300+ consultants working at different client’s sites. Our commitment to compliance, excellent client servicing and superior quality has positioned us for sustained success.
Company Description
K-Tek Resourcing is a consulting organization with offices in Houston TX and St. Paul, MN. It is supported by 2 global delivery centers, located in India. With its global employee strength of over 250, K-Tek has been supporting its clients for over 9 years.\r\n\r\nWhy K-Tek\r\nK-Tek has a tenet of excelling at delivering resources and solutions based on its experience, integrity, distinction in delivery, reduced turn-around time and the consistency at being the "First Time Right".\r\n\r\nVision / Mission\r\nAt K-Tek we believe in understanding the specific needs of the customer and tailor-creating innovative solutions to meet these needs. We invest in our employees and customers. We build a relation of trust with our customers through empathy, solutions and being the first time right.\r\n\r\n K-Tek Resourcing LLC is one of the leaders in Resourcing industry with a portfolio of over 300+ consultants working at different client’s sites. Our commitment to compliance, excellent client servicing and superior quality has positioned us for sustained success.