Mphasis · 1 day ago
Customer Service Banking Representative (Client Onboarding & Migration Specialist: In-office)
Fort Worth, TX
Full-time
Onsite
Mid, Senior Level
5+ years expMphasis is a leading IT solutions provider, offering a range of services globally. They are seeking a Customer Service Banking Representative to provide high-level customer support, assist in account creation, and facilitate data migration for a well-known bank.
Artificial Intelligence (AI)BlockchainCyber SecurityInformation TechnologyIT Management
Responsibilities
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
Qualification
Required
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
Ability to work in a team environment
Highly goal oriented with excellent verbal and written communication
Interact with internal stakeholders to identify and resolve any issues/dependencies and track the activity to closure
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 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
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
Preferred
Having any experience in migration activities will be preferred
Company
Mphasis
Mphasis is an IT services company that offers blockchain, cyber security, product engineering, DevOps, and other services. It is a sub-organization of Blackstone Group.
10001+ employees
H1B Sponsorship
Mphasis has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1685)
2024 (1453)
2023 (1350)
2022 (1639)
2021 (1415)
2020 (1251)
Funding
Current Stage
Public CompanyTotal Funding
$68.92MKey Investors
Blackstone Group
2020-04-02Post Ipo Equity· $68.92M
2016-04-05Acquired
2004-06-04IPO
Leadership Team
Nitin Rakesh
Chief Executive Officer and Managing Director
Aravind Viswanathan
Chief Financial Officer
Recent News
2025-12-27
2025-12-26
Company data provided by crunchbase