More jobs:
Customer Service Representative Banking or Financial background
Job in
Brandon, Hillsborough County, Florida, 33508, USA
Listed on 2026-02-15
Listing for:
Cortex Consultants LLC
Full Time
position Listed on 2026-02-15
Job specializations:
-
Customer Service/HelpDesk
HelpDesk/Support
Job Description & How to Apply Below
- Roles will be focused on a very high level of Customer Support by helping in creation of accounts, migrating data from one platform to another, facilitate collection of documentations, triaging and back‑office coordination in a well‑known bank.
- Analysts 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.
- Commercial banking and private banking as highly preferred
- We are ideally seeking customer service profiles experienced with high-touch relationships in a finance environment (handling outbound calls), on-the-spot-deciders for the business.
- 5+ years of experience as a Junior Banker/Relationship Specialist or a thorough Call Center Professional having interacted catering to high-net-worth clients and commercial banking.
- Work schedule will start between the hours of 7:00 AM – 8:00 AM EST
. Start times are based on business needs, and we’re looking for candidates who can be flexible. - Shifts may begin anytime between 7:00 AM – 8:00 AM EST
, with most of the demand currently for earlier start times. Schedules are assigned based on the workload in each region. - Training
Schedule:
Training will start between 7:00 AM – 8:00 AM EST
- 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 the 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
- 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.
- Having any experience in migration activities will be preferred.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×