Sr Customer Support Officer

Location: Tampa, FL

Duration: ... months

Additional Job Details

Who are we looking for?

Roles will be focused on a very high level of Customer Support by helping in the creation of accounts, migrating data from one platform to another, facilitating the collection of documentation, triaging, and back-office coordination in a well-known bank. The analyst will be responsible for supporting Client Service Transfer and processing requests 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.

Must have commercial banking experience.

Experience

5 years of experience as a Junior Banker/Relationship Specialist or a thorough Call Center Professional having interacted with high-net-worth clients and commercial banking.

Please note that training and working schedule has been changed to start at or between 7:00 AM – 8:00 AM EST. We are ideally seeking customer service profiles experienced with high-touch relationships in a finance environment (handling outbound calls), on-the-spot decision-makers for the business, and are okay with working in-office from day one.

Functional Skills

• 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 setup and support
• Interact with Bank and clients to facilitate the collection of documentation
• Provide Level 1 triage and help desk coordination and post-conversion support
• Track surge support weekly and forecast monthly to determine ongoing surge support needs
• Provide information for client training team to create materials
• Effectively utilize resources and make decisions based on sound business judgment

Technical / Non-Technical Skills

• 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 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 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.

About Tanisha Systems, Inc.

Tanisha Systems, founded in 2002 in Massachusetts, is a leading provider of Custom Application Development and end-to-end IT Services to clients globally. We use a client-centric engagement model that combines local on-site and off-site resources with the cost, global expertise, and quality advantages of offshore operations. We deliver Custom Application Development, Application Modernization, Business Process Outsourcing, and Professional IT Services from office locations worldwide.

Want to read more about Tanisha Systems? Visit us at www.tanishasystems.com