Accenture · 1 month ago
Personal Banking Specialist
Charlotte, NC
Contract
Onsite
Mid Level
$25/hr - $30/hr
4+ years expAccenture is seeking qualified contractors to fulfill the role of Personal Banking Specialist in their in-market team. This role focuses on providing exceptional service and problem resolution for high net-worth clients through various virtual delivery methods.
Business Information SystemsConstructionConsultingInformation ServicesInformation TechnologyInfrastructureManagement ConsultingOutsourcing
No H1B
Responsibilities
Provide primary service and problem resolution support for Wealth clients and advisors via phone and electronic service requests
Gain proficient understanding of all banking products, processes, and programs, staying well-informed of any changes
Find specialized solutions for clients with more complex financial needs while remaining compliant with the existing branch operations manual, audit, and regulatory framework
Establish professional, ongoing working relationships with Wealth advisors and internal partners to meet the needs of clients
Execute day-to-day transactional needs of Wealth assigned clients with a focus on efficiency and accuracy, meeting specified service level agreements (e.g., transfers, overdrafts)
Facilitate wire agreements and time-sensitive wire requests for Wealth clients, requiring the ability to execute a complex process with high attention to detail
Enter and maintain accurate, detailed documentation for each client interaction, including final resolution within CRM/SalesForce.com
Uphold required performance standards (e.g., quality, productivity, behaviors)
Assist the Bank's Wealth division in reaching target Voice of Client (VOC) scores
Qualification
Required
Associate's degree in business, accounting, finance, banking, or equivalent education and related training
Four years of related client service experience (e.g., Retail Banking, Relationship Banking)
SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
Excellent verbal and written communication skills
Organized and responsive with the ability to handle multiple tasks simultaneously
Empowered self-starter that takes ownership of their learning and has the ability to retain the information
Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
Operates effectively in a team environment
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Banking and relationship banking experience is a must-have
Company
Accenture
Accenture is a professional services company that provides solutions in strategy, consulting, digital, technology and operations.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$6MKey Investors
Youth Business International
2018-10-01Grant· $6M
2001-07-27IPO
Leadership Team
Jeff Laue
CEO and Senior Managing Director of Accenture Digital Inside Sales
Aditya Tandon
Intelligent Automation Canada Lead
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