3 дня назад
Com'l Client Services Representative
22 - 30$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Com'l Client Services Representative (Commercial Banking/Treasury Management): Supporting corporate and commercial deposit clients through account servicing, payment issue resolution, and Treasury Management guidance with an accent on client communication, compliance, and complex banking operations. Focus on resolving transaction and account problems, coordinating with relationship managers, and delivering one-call customer service for business clients.
Location: Fully onsite in Lake Oswego, Oregon, United States
Salary: $22.61–$30.00 per hour, with potential performance-based incentive compensation.
Company
provides commercial banking products and services for business clients.
What you will do
- Serve as the primary customer contact for corporate and commercial deposit clients.
- Answer client and internal staff questions about deposit and Treasury Management products.
- Support account implementation, funds transfers, stop-payment requests, transaction posting issues, and error resolution.
- Coordinate with Relationship Managers, provide client updates, and escalate complex or urgent matters when needed.
- Handle incoming calls professionally and aim for one-call resolution while meeting service standards.
- Maintain compliance with banking regulations, policies, procedures, and required training.
Requirements
- 2–4 years of required experience in banking, Treasury Management products, new accounts, lending documentation, or customer service.
- Knowledge of bank payment systems, account operations, banking services, complex business entities, and commercial banking procedures.
- Understanding of applicable banking laws and regulations, including the Bank Secrecy Act, Regulation CC, and Regulation E.
- Strong written and verbal communication, customer service, interpersonal, organizational, multitasking, and decision-making skills.
- Strong technical skills with Windows Office Suite, spreadsheets, and industry-specific software.
- High school diploma/GED and a bachelor's degree in Business, Finance, or a related field are preferred.
Culture & Benefits
- Healthcare coverage including medical, dental, and vision plans.
- 401(k) retirement plan with employer match for qualifying contributions.
- Paid vacation, sick days, volunteer days, and holidays.
- Life and disability insurance, employee assistance, mental health resources, and identity theft protection.
- Tuition assistance, legal support, insurance discounts, and access to an online discount marketplace.
- Occasional travel may be required.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
5 дней назад
Onboarding Specialist II
30 - 45$
10 дней назад
Member Service Representative (Full-Time) (Banking)
24 - 28$
9 дней назад
Client Services Associate (Banking)
17 - 23$
4 дня назад
Client Services Associate (Banking)
17 - 23$
5 дней назад
Client Service Associate (Financial Services)
53 744 - 88 290$
10 дней назад
Client Services Professional II (Banking)
22 - 33$