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Client Service Manager I-III - Portland, United States - Washington Trust Bank
Description
Location:
Portland Financial Center located at
760 SW 9th Avenue,
Suite 1900,
Portland, OR
Onsite work required. Position is not remote eligible.
This opportunity is for a person who is passionate about customer service and providing value to our clients. We are looking for an experienced candidate who enjoys wearing many hats and has a friendly, open personality.
This position will be an integral part of a successful and collaborative team of professionals who are proactive and like to think beyond the task itself.
This is a diverse job in a professional environment that includes the opportunity to work with various Relationship Managers and Team Leaders in order to support and fulfill a client needs.
This role assists commercial and private banking clients with their banking services while cultivating relationships, anticipating future needs and suggesting appropriate bank products and services when applicable.
The CSM is a trusted business professional, answering client questions promptly and effectively, suggesting expert solutions within the assigned realm; and seeking counsel from RMs as needed for solving unique or difficult client problems.
This candidate should have outstanding communication skills, both verbal and written as typical activities include handling inquiries by phone and in person, ensuring appropriate follow-up, and closure on regular daily tasks and other projects.
The CSM must be extremely responsive, solving problems and completing all work in a timely and accurate manner, ensuring we maintain our high level of customer service and exceed expectations at all times.
Due to the nature of our client base all matters should be handled in a sensitive and confidential manner.The CSM works closely with RMs to assure timely and accurate information is provided to them as well, and assists the team in meeting the overall goals of the region and bank.
The CSM will also work closely with other departments and peer CSMs to support client needs as wellOther duties include:
maintaining orderly and accurate files on current and potential clients, making overdraft and other assigned decisions on customer accounts under assigned authority, opening new accounts, sending wires and assisting with credit card activities.
From time to time there are other duties or special projects assigned by management.Requirements:
5 years' client service work experience related to commercial and/or private banking preferred
College-level course work in Accounting, Finance, Business desired
Demonstrated competence in Microsoft Office Suite and comfortable working with and learning Bank operating systems
Outstanding verbal and written communication skills
Ability to prioritize assignments and handle multiple priorities while maintaining a high level of service to both internal and external clients.
Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people external to the bank as well as at all levels within the organization.
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee.
as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work.
We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws.
We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR c)#J-18808-Ljbffr
