Cortex Consultants LLC · 18 hours ago
Customer Support Specialist(Banking/Financial domain)
Tampa, FL
Contract
Onsite
Senior Level
5+ years expCortex Consultants LLC is seeking a Senior Customer Support Officer to provide high-level customer support in a banking environment. The role involves creating accounts, migrating data, facilitating documentation collection, and ensuring client satisfaction through effective communication and coordination.
ConsultingOutsourcingStaffing Agency
Hiring Manager
Priyadharshini S
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 the 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
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 the 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
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