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Banking Relationship Advisor - 100% Remote - Greater Phoenix, AZ only

Company: Tekrek Solutions
Location: Tempe
Posted on: November 16, 2021

Job Description:

Qualifications:Job Title: Relationship Service Advisor I. 100% Remote, Greater Phoenix, AZ area preferred. Open to any candidate in US states where SVB is authorized to employ. Basic knowledge of commercial bank deposit and cash management products and services, including online banking platforms, account reporting and cash management disbursement Basic knowledge of transactional service support best practices; familiarity with adhering to/use of workflows/processes, incident reporting procedures, CRM and tracking tools, and Service Level Agreements (SLA) as appropriate. Understanding of routine client inquires including general account and/or product support, user administration, fraud monitoring. Familiarity with general banking procedures and regulatory requirements including KYC. Knowledge of On-Boarding practices; familiarity with standard procedures including document collection, expectation setting, training. Familiarity with cross-sell fundamentals including typical methods to listen for, qualify and engage right resources to address client need. Knowledge of general client account planning methods (e.g., periodic check-ins or comprehensive strategic business reviews). Skills Demonstrated ability to develop and maintain trusted relationships with internal colleagues and clients (primarily levels accounting staff) Excellent organizational skills; ability to actively manage a high volume and range of disparate daily activities Strong oral and written communication skills; ability to convey complex concepts in a clear and concise manner Proven client service experience including interpreting client inquires and use of systems and tools to log and monitor cases Problem solver; use of honed analytical skills and critical thinking to evaluate root cause issues and recommend solutions Adept at quickly learning new processes, service offerings, complex product information, market / segment characteristics etc. Demonstrates proactive and positive attitude, commitment to continuous learning and improvement Proven aptitude to collaborate with range of internal constituents from Service to Sales (Relationship Management) to Product AdvisoryContract length: 12 monthsJob Types: Full-time, ContractSalary: $20.00 - $23.00 per hourSchedule:8 hour shiftAbility to commute/relocate:Tempe, AZ: Reliably commute or planning to relocate before starting work (Preferred)Experience:Banking: 5 years (Required)Work Remotely:YesSpeak with the employer+91 (925) 412-3732

Keywords: Tekrek Solutions, Tempe , Banking Relationship Advisor - 100% Remote - Greater Phoenix, AZ only, Accounting, Auditing , Tempe, Arizona

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