Position Details
About this role
This role involves providing high-level customer support within a banking environment, focusing on client account creation, data migration, and documentation collection, primarily in a team-oriented, in-office setting.
Key Responsibilities
- Support client account creation
- Migrate data between platforms
- Facilitate documentation collection
- Perform triage and help desk coordination
- Track surge support needs
Technical Overview
The position requires banking domain knowledge, data entry, triaging, and client communication skills, with a focus on back-office coordination and support activities.
Ideal Candidate
The ideal candidate is a mid-level banking professional with over 5 years of experience in commercial banking and customer support. They possess strong communication skills, experience in data migration, and a customer-centric approach to relationship management.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of banking experience, No customer support background, Less than 5 years of experience, Inability to work on-site in Tampa
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