Seeking an Onboarding Specialist to support our banking client in Phoenix, AZ.

Note: The candidate must be located in Phoenix area and will need to go to the office twice a month.

Requirements:

The Contractor will support the Global Client On-Boarding team.

• Support the assigned portfolio of prospects, assist with general onboarding activities, implement tickets, set up deposits’ accounts, perform Admin IDV tasks, and support the prospect's journey to becoming a client.
• Serves as the first point of contact for addressing daily requests from prospects and provides technical support needs for a variety of client operational issues and bank transaction inquiries.
• Positively influence the client experience by effectively communicating and delivering an accurate resolution of a prospect inquiry or application and providing guidance on a prospect’s financial business needs in a timely manner.
• Maintains effective communication and strong partnerships with field relationship advisors and relationship managers.
• Serve as email coordinator as assigned and effectively manage a universal, client-facing, departmental email box within service level agreement in a highly professional manner.

Qualifications:

• Strong written and verbal communication skills with passion for delivering world-class client experiences
• Highly motivated self-starter with an impeccable work ethic and intense focus on delivering results and meeting established deadlines.
• Detailed-oriented with a keen eye for accuracy & quality of work
• Ability to multi-task, handle high volumes via work queues and effectively manage time to meet service level agreements
• Ability to learn and follow complex regulatory requirements, complex corporate structures, and complex procedures with accuracy
• Resourceful in researching inquiries and providing solutions in complex scenarios
• Must be comfortable handling challenging and complex conversations with clients in a highly professional manner
• Professional, thorough, and organized, verbal and written communication, with emphasis one effective follow-up skills
• Prior experience working in a consultative client-facing role requiring client communication via telephone, video conference & email

Additional Information:

OUTSOURCE Consulting Services, Inc. (OCSI.co) embraces equal opportunity. We are dedicated to building an inclusive workforce that embodies a diversity of experiences, views, and skillsets. 

OCSI.co provides great benefits to our contractors, i.e., Healthcare, Vision, Dental, and additional Pre-tax Benefits (Flexible Spending Account (FSA) and 401(k) Savings Plan).

To learn more about OCSI.co, we welcome you to please visit our corporate website at www.ocsi.co. Thank you for your interest in our jobs. We look forward to seeing your resume!

Note:  We are unable to sponsor H1B Visa’s and/or subcontract to Third Party Vendors.