Location: Carrollton, TX
Company: Inficare Technologies
Job Description: Job Title: Junior Banker/Relationship Specialist Duration: Full Time/ Permanent Job Location: Carrollton, TX 75007 Summary: Role 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.
Experience: 5+ years of experience as a Junior Banker/Relationship Specialist or a thorough Call Center Professional having interacted and catered to high-net-worth clients is preferred Functional Skills: Play the role of a Junior Banker/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, including top 20 clients team 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 and for client training team to hold trainings. Technical / Non-Technical Skills: Thorough
knowledge and understanding of Treasury Management and Payment Products 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.
Having any experience in migration activities will be preferred. Who We Are? Infi Care has been providing Contingent Staffing and Direct Hire staffing services to its clients across the US and in four continents Since 2001. Starting from a modest beginning in 2001, today we service clients ranging from Fortune 500 companies to medium sized businesses as well as small niche firms. In US we are based at Dulles, VA. Thanks and Regards, Parasmoni Boro xyz X@ 703-652-xyz X Infi Care Technologies
Banking jobs refer to positions within banks and financial institutions that deal with money management, investment services, and customer transactions. These roles can range from tellers and customer service reps to investment bankers and financial analysts. Key characteristics of banking jobs include a strong focus on accuracy, customer service, regulatory compliance, and oftentimes, a fast-paced environment. Employees in the banking sector typically need strong numerical skills, attention to detail, and the ability to understand complex financial products and services. With the rise of fintech, banking jobs are also evolving to include more technology-driven positions.
Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.. Bonus Type Discretionary Summary Are you looking to join a company where people truly care about making a difference?
BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's clients. They are empowered and responsible for providing a superior experience on every interaction
in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes.
The Personal Banker will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels. Team Culture We're passionate
about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding.
We've created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination. How Youll Spend Your Time: You will be responsible for delivering exceptional client experience to build, expand, and retain long: term client relationships. While providing consultative conversations to existing and prospective clients you will backss their financial needs and offer bank products and services to help clients accomplish their financial goals.
: You will open a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions. You will educate new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E: Statements, and mobile and ATM deposit capabilities. : You will resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction.
: You will provide a variety of teller transactions for clients (i. e. cashes checks, processes checking and savings account withdrawals and balances within standards, etc. ) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals. You will comply with internal control, audit, security, and compliance policies and procedures and laws and regulations. You will participate in professional development through training, engaging in self: improvement initiatives and skill: building activities to enhance product knowledge, systems knowledge, sales, and client relations skills.
This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results. Education and
Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.. Bonus Type Discretionary Summary Are you looking to join a company where people truly care about making a difference?
BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF’s clients. They are empowered and responsible for providing a superior experience on every interaction
in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes.
The Personal Banker will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels. Team Culture We’re passionate
about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding.
We’ve created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination. How You'll Spend Your Time You will be responsible for delivering exceptional client experience to build, expand, and retain long-term client relationships. While providing consultative conversations to existing and prospective clients you will backss their financial needs and offer bank products and services to help clients accomplish their financial goals.
You will open a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions. You will educate new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E-Statements, and mobile and ATM deposit capabilities. You will resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction.
You will provide a variety of teller transactions for clients (i. e. cashes checks, processes checking and savings account withdrawals and balances within standards, etc. ) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals. You will comply with internal control, audit, security, and compliance policies and procedures and laws and regulations. You will participate in professional development through training, engaging in self-improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills.
This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results. Education & Experience Requirements This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience. Working knowledge of consumer financial products and services Working knowledge of banking, retail sales operations and/or contact center operations including phone, email and chat support Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues and building relationships to gain information by asking appropriate questions Excellent written communication skills demonstrated by professional etiquette, proper grammar and punctuation Problem-solving and conflict resolution skills Ability to follow established standards and use judgment to determine when appropriate to escalate Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts Working PC application skills including word processing and spreadsheet packages and the ability to learn to use various internal company systems Ability to complete multiple tasks at a time Excellent interpersonal skills including sales and client relations skills, both in-person and via telephone Detail oriented, high degree of accuracy Ability to work in a fast-paced environment & under pressure, as needed Advertising Source BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.
With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to interaction, race, color, religion, national origin, age, disability, pregnancy status, interactionual orientation, genetic information or veteran status.
Please contact xyz X@ with any questions.
Job Description 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.
Experience: 5+ years of experience as a Junior Banker/Relationship Specialist or a thorough Call Center Professional having interacted and catered to high-net-worth clients Functional Skills: Play the role of a Junior Banker/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, including top 20 clients team 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 and for client training team to hold trainings Technical / Non-Technical Skills: Thorough knowledge and understanding of Treasury Management and Payment Products 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. Having any experience in migration activities will be preferred.
