Junior Banker (In-Office)

Job Description
Who are we looking for?
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/Client Onboarding 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 onboarding new clients
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