Employvision Inc. ยท 1 day ago
Universal Banker/Client service specialist in St Petersburg FL/Fairfield NJ/NY,NY
Fairfield, NJ
Contract
Onsite
Mid Level
3+ years expEmployvision Inc. is seeking a Universal Banker/Client Service Specialist to manage the client journey and ensure exceptional service. The role involves engaging with clients for deposit account and treasury services, as well as facilitating communication and collaboration with internal teams.
ConsultingDeliveryHuman ResourcesInformation TechnologyLegal
Responsibilities
Identify customer needs and take proactive steps to maintain positive experience
Act as the main point of contact for clients within assigned market vertical and take ownership of completion of request
Foster a culture of partnership and collaboration with internal business partners to drive consistent communication and alignment
Liaise and advocate on behalf of the client and ensure a continuation of care when additional internal expert involvement is needed
Identity cross sale opportunities to appropriate line of business partners
Qualification
Required
Extensive knowledge of all bank products, services, policies and procedures
Self-starter with the ability to work in a fast-paced environment
Proficient PC skills with Microsoft Office applications and e-mail as well as Bank core systems and other support systems such as SalesForce
High degree of detail orientation
Ability to perform complex assignments involving a high degree of mental alertness and application of sound judgment and above average analytical ability
Excellent written and verbal communications required to communicate effectively to both external clients as well as internal technical project teams
Must be able to multi-task effectively and prioritize workflow
Knowledge of Commercial and Corporate Deposit Account Types
Knowledge of Treasury Management products, services, core and business online banking platforms
High School diploma or GED with a minimum of 3-5 years of banking experience in customer service or treasury management
Preferred
Bachelor's degree plus experience in working with a variety of Commercial/Corporate businesses such as Commercial Real Estate, Healthcare, Government entities, Commercial and Industrial entities, etc. preferred
Company
Employvision Inc.
Employvision is a talent acquisition and management solutions company delivering services that enable its clients to win in the changing work environment.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Monali Geria
Co-Founder and Business Partner
Arav Geria
Strategic Alliances and Partnerships Associate
Company data provided by crunchbase