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Russell Tobin & Associates

Customer Service Banker

Russell Tobin & Associates, Gresham, OR, United States


What are we looking for in our Customer Service Banker?

Russell Tobin's client is hiring a Customer Service Banker to work in Gresham, OR

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Employment Type: Contract/Onsite (with possibility converting to Hybrid)
Location: Gresham, Oregon 97230
Pay rate: $26-$28/hr. DOE

Responsibilities:

  • Maintains and expands the relationship with customers by providing overall customer support services.
  • Works proactively to identify potential problems, compliance issues, and to maximize client satisfaction and encourage expansion of the relationship.
  • Identifies products and services that meet customer's needs.
  • Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.
  • Ability to support customers in navigating Treasury Management products inclusive of all on-line platforms.
  • Service customers phone and email inquiries.
  • Assist customers in navigating on-line platforms and all Treasury Management products utilizing the Bank’s servicing tools such as emulation and co-browse.
  • Maintain appropriate technical understanding of bank systems. Regularly attend trainings to support/expend knowledge base.

Basic Qualifications:

  • Associate degree, or equivalent work experience
  • Three to five years of experience in financial services industry

Preferred Skills/Experience:

  • Excellent verbal, written, and interpersonal communication skills
  • Outstanding customer service and problem resolution skills
  • Proficient computer skills, especially Microsoft office applications
  • Experience with department-specific systems
  • Advanced knowledge of departmental and bank products and services
  • Technical support and/or cobrowse skills
  • Preferred understanding of digital capabilities with experience in Information Technology environment
  • Knowledge of Treasury Management Products/Services with preferred experience with GTM and Operations

Benefits that Russell Tobin offers:

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors. 

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Rate/Salary: $26-$28/hr. DOE