Customer Service Specialist - Banking Industry

Now Hiring for Customer Service Specialists within the Banking Industry!

Location: ON-SITE / Plano, TX 75024

Salary: $27.50/hour

SCHEDULE: Must be able to work a shift between the hours of 8AM-8PM INCLUDING THE WEEKENDS.

Experience Required: Combination of Call Center and Banking will be working with Tier 1 Banking Clients (Institution Banking versus Individuals)

OVERVIEW: This role will be interfacing with high net worth clients handling intake and transactional work regarding their finances. You will need to be SHARP in presentation & communication.

Functional Skills:
Review system data, and migrate with the use of technology
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.

Technical / Non-Technical Skills:
Experience in Banking
Demonstrate ability to simplify and communicate complex technical procedures.
Hands on approach mindset.
Strong communication skills both verbal and written
Need strong analytical skills and ability to think laterally
Attention to detail and proactive.
Detail oriented, while still providing reliable and consistent results.
Dependable problem-solving skills.
Having any experience in migration activities will be preferred.

Apply Now!

Equal Opportunity Employer / Disabled / Protected Veterans

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For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

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