Team Lead/ Manager - Banker

Hi There,

Hope you are doing great.

InfiCare has been providing Contingent Staffing and Direct Hire staffing services to its clients across the US and in four continents Since XX01. Starting from a modest beginning in X001, today we service clients ranging from Fortune X0X companies to medium sized businesses as well as small niche firms. In US we are based at Dulles, VA. We are hiring Team Lead/ Manager - Banker, Full Time Role at Plano TX for one of our clients. If you are interested in this position, you can revert to my email or call me at X0X-XXX-XX67

Job Title - Team Lead/ Manager - Banker

Duration – Full Time/ Permanent

Location :- Plano TX

Job Description

Experience: Must have experience in managing team of XX individuals.

Monitors all deals to ensure adherence to established guidelines and maintenance of highest quality standards of documentation, client communication, 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.

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 X triage and help desk coordination, including top XX 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.