AAB Client Transition Advisor
Chandleronsite
Posted today · via Workday
About this role
Job Title: AAB Client Transition Advisor Location: AZ - Chandler 3075 What you'll do: As a Client Transition Advisor, you'll be responsible for product sales support and data entry related to onboarding new clients and account transition of existing clients. Responsible to deliver initial training to our customers on new services. You'll carefully listen and work with the customer to understand the features they need of each product to be able to establish the new service properly and accurately. They must also keep customers, bankers and sales representatives informed of progress throughout the transition process. Responsible for supporting Operations Manager with onboarding several customers in different stages of the boarding and transition process.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Chandler. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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