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
-
Finance & Banking
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.
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