Relationship Advisor : 18-05071

Tempe, AZ 85281

Posted: 11/07/2018 Job Category: Customer Service & Field Support Job Number: 11559069
Akraya is looking for a Relationship Advisor, for one of our clients. If the job description below is a fit, please apply directly or call Syed at 408-816-2015. If this position is not quite what you’ re looking for, visit akraya.Com and submit a copy of your resume. Our recruiters will get to work finding you a job that is a better match at one of our many clients.
 
Primary Skills: Relationship Advisor, On-Boarding, Account Maintenance and Client Training and Education
Duration: 9 + Months
Contract Type: W2


 
Qualifications:
The following are the general divisions of time:
15 – 25%: On-Boarding of New Clients or adding accounts for existing clients:
  • Gathers and validates all relevant legal documentation to adhere to Know Your Customer (KYC) and Anti-Money Laundering and other banking regulations.
  • Prepares necessary bank documents and establish client records.
  • Reviews account information once active and contact client with instructions and introductory training.
  • Account Maintenance comprises an extensive number of different types of transactional activities.
45 – 65%: Account Maintenance:
  • Manages overdrafts,
  • Verifies wire transactions,
  • Updates account signers,
  • Investigates fraud issues,
  • Researches transactional activities,
  • Provides support or training on on-line self-service tools,
  • Handles requests for additional products (such as credit cards),
  • Approves fee waivers
  • Interaction with clients/prospects under guidance to determine potential client process improvement and provides ongoing advice and support to clients on all activity related to client accounts
10 – 20%: Client Training and Education:
  • Reinforces and educates clients of available self-service tools
  • Creates, organizes and delivers regular training and technology demonstrations via web conferencing or in person to support the client self-service strategy
  • May conduct online demonstrations for prospects
 Education:
  • High School Diploma or Equivalency PLUS
  • 3-4 years of related professional experience (banking/financial services industry or customer service)
  • 5-7 years of overall experience
  • Bachelor’ s Degree desired and may be considered as 2-3 years overall experience
 
  Please apply directly with your updated resume or call Syed at @ 408-816-2015

About Akraya
Akraya, Inc. Is an award-winning staffing firm that works with many of the leading, technology-based companies around the world. We have been ranked as one of the “ Best Staffing Firms to Temp for” by Staffing Industry Analysts on multiple occasions and are a preferred staffing vendor within numerous staffing programs. Please visit akraya.Com to search through all of our current openings or to submit your resume to our recruiting team.

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