Job Description

LOOKING FOR HIGHLY EXPERIENCED BANKING PROFESSIONALS TO WORK ON A NEW PROJECT.

• DOES BEING ON THE “CUTTING-EDGE” OF ONLINE BANKING TRENDS APPEAL TO YOU?

• HOW ABOUT WORKING WITH TOP PROFESSIONALS SIDE-BY-SIDE AS YOU BUILD RELATIONSHIP OPPORTUNITIES ACROSS THE COUNTRY?

• BETTER YET, WORKING MOSTLY “BANKER’S HOURS” WITH A GREAT WORK/LIFE BALANCE?

• IF SO, THIS CONTRACT POSITION MAY BE JUST WHAT YOU’RE LOOKING FOR!

KEY DUTIES/RESPONSIBILITIES: (FOR BOTH LEVEL 1 AND LEVEL 2 CONVERSION SPECIALISTS)

· Effectively manages small, mid-market, and large corporate, complex business clients (Tier 1 and Tier 2) during their conversion from a legacy online banking platform to a new, target platform

· Consults with clients and customers to identify additional needs related to the products or services

· Responsible for inbound or outbound call segment based on individual assignments

· Provide brief application walkthroughs upon request

· Utilizes available resources appropriately to accurately service clients and customers

· Ensures appropriate follow-through steps are completed for each call

· Maintains complete and accurate records of all call activity and customer interactions, as required

· Assists other team members with knowledge base and clientele

· Successfully completes initial new Digital Conversion Professional training program and completes all required learning and ongoing training

· Works within a team environment supporting both team objectives and overall company objectives

· Handles escalated calls

· Must provide outstanding “white glove” customer service to each of our elite clients and customers

· Maintains a professional appearance and a quality work environment that adheres to all safety and security policies

· Answer telephone and email troubleshooting requests for online banking

· May be assigned additional tasks, projects, special assignments, team roles on a rotating basis at the discretion of team leader

ADDITIONAL PREFERRED EXPERIENCE/RESPONSIBILITIES: (FOR LEVEL 2 CONVERSION SPECIALISTS)

· Background in a multi-flow operations/process environment a plus

· Previous project experience

· Organized and conducted training sessions for companies

· Leads training session(s) over electronic means with client on the phone utilizing Skype for business (or equivalent) tool

· Probes, consults and executes with clients and customers in the development of the detailed client conversion plan and maintains agreed upon SLA's

· Managed high profile clientele online banking data

· Built and managed client information portfolios

· Experience working with online banking treasury management, ACH, wire transfer, lockbox, positive pay, investment sweeps and related bank services and applications with commercial, corporate customers

· Experience as a Treasury Management sales resource, or product manager, or experience in online banking/wire transfer conversions

· Superior customer service skills

· Good working knowledge of email, Skype for business (or equivalent), Word, Excel

· Exceptional communication, written and verbal skills

· Above average computer skills

· Serves as a Skills Mentor to Conversion Specialists 1’s

*YOUR DIGITAL CONVERSION SPECIALIST LEVEL (OF 1 OR 2) WILL BE DETERMINED BY YOUR ASSESSMENT SCORES AND INTERVIEW.

EDUCATION REQUIRED:

BS in banking/business/finance/accounting or equivalent experience

Harland Clarke is a leading provider of quality payment solutions, multi-channel marketing campaigns, and secure data-driven lead generation programs. We help organizations connect with their customers how, when and where it matters throughout the entire relationship life cycle. Our Payment and Marketing Services drive customer engagement in every relevant way across channels to increase acquisition, improve activation, deepen relationships and retain them for the long term.

Our 140 year old company serves multiple industries including financial, insurance and investment services, big-box retailing, accounting software, commercial, direct selling associations, and franchising. Our clients range in size from major corporate brands and trade groups to small businesses and individual consumers.

BUILD YOUR CAREER. LIVE YOUR PASSION. CREATE OUR FUTURE.

For more information, visit www.harlandclarke.com or follow Harland Clarke on LinkedIn and on Twitter @HarlandClarke.

#HCCSS

Company Description

Harland Clarke is a leading provider of quality payment solutions, multi-channel marketing campaigns, and secure data-driven lead generation programs. We help organizations connect with their customers how, when and where it matters throughout the entire relationship life cycle. Our Payment and Marketing Services drive customer engagement in every relevant way across channels to increase acquisition, improve activation, deepen relationships and retain them for the long term. Our 140 year old company serves multiple industries including financial, insurance and investment services, big-box retailing, accounting software, commercial, direct selling associations, and franchising. Our clients range in size from major corporate brands and trade groups to small businesses and individual consumers. BUILD your career. LIVE your passion. CREATE our future. For more information, visit www.harlandclarke.com and follow Harland Clarke on Facebook, LinkedIn and on Twitter