Customer Support Officer - Commercial Banking Experience Only jobs in United States
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VBeyond Corporation · 5 hours ago

Customer Support Officer - Commercial Banking Experience Only

VBeyond Corporation is committed to diversity and equal employment opportunity. They are seeking a Customer Support Officer to manage high-touch relationships, perform client outreach, and provide support during the client conversion process.

ConsultingCRMDeliveryHuman ResourcesInformation Technology

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

Relationship ManagementClient OutreachData EntryHelp Desk CoordinationBusiness Judgement

Required

High-touch relationship management experience
Ability to create client conversation scripts, criteria, and supplemental materials
Experience in client outreach (calls, email, meetings), coordination, and associated reporting and tracking
Experience in migration data entry for manual conversions including client entitlement set up and support
Ability to interact with Bank and clients to facilitate collection of documentation
Experience in providing Level 1 triage and help desk coordination and post conversion support
Ability to track surge support weekly and forecast monthly to determine ongoing surge support needs
Ability to provide information for client training team to create materials
Ability to effectively utilize resources and make decisions based on sound business judgement

Company

VBeyond Corporation

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VBeyond Corporation is a staffing and recruiting company specializing in emerging search and HR consulting services.

Funding

Current Stage
Growth Stage

Leadership Team

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Rajesh Khanna
President
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Sandeep Mitra
Director
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Company data provided by crunchbase