Cortex Consultants LLC · 1 day ago
Senior Customer Service Representative
Tampa, FL
Full-time
Onsite
Senior Level
5+ years expCortex Consultants LLC is seeking a Senior Customer Service Representative to provide high-level customer support in a well-known bank. The role involves account creation, data migration, and facilitating documentation collection while ensuring excellent communication with internal stakeholders.
ConsultingOutsourcingStaffing Agency
Hiring Manager
Arunkumar G
Responsibilities
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
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
Must have commercial banking Experience
5+ years of experience as a Junior Banker/Relationship Specialist or a thorough Call Center Professional having interacted catering to high-net-worth client and commercial banking
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
Thorough knowledge and understanding of Banking and Financial Industry
Commercial banking
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
Preferred
Having any experience in migration activities will be preferred
Company
Cortex Consultants LLC
Cortex is a global workforce solutions provider with demonstrated expertise as a well-established offshoring and staffing company.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase