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Customer Service Specialist -Bellevue

Company: The Commerce Bank
Location: Bellevue
Posted on: June 6, 2021

Job Description:

 The Commerce Bank of Washington, a division of Zions Bancorporation N.A., is currently seeking an experienced Client Service professional with a background in commercial banking and bank operations to fill a Client Service Representative position in Bellevue, WA. This position offers an unparalleled level of service to a dedicated portfolio of Bank clients.

 

RESPONSIBILITIES

The Client Service Specialist position requires an individual who works well independently and as part of a team. This position needs a person who is professional, a self-starter, flexible, and motivated. The candidate must possess the maturity and self-confidence to embrace their portfolio of commercial and consumer clients to provide the personal and professional attention they expect.

 

Responsibilities include, but are not limited to:

  • Primary duties: Relationship building and familiarity with individual clients and their businesses to provide an exemplary level of service. Understanding of the various business structures and their ownership to correctly prepare Bank documents. Coordinate with other Bank departments (Treasury Management, Investments, Relationship Managers) to provide timely Bank services to the client. Daily review of overdraft activity. Assist clients with daily needs including teller transactions, online banking, account transfers, account research and reconciliation and fraud investigations.
  • Other duties: Accept incoming calls from a variety of sources and provide courteous service to all callers. Train newer bankers on various Bank processes and procedures. Ensure clients are well cared for if the client's primary CSS is out of the office.
  • Other duties as assigned

 

REQUIRED QUALIFICATIONS

  • Requires a High School degree or equivalent and 4+ years banking/finance, bank operations or other directly related customer service experience.  A combination of education and experience may meet requirements.
  • Bachelor's degree in a discipline such as Accounting, Finance or Business or equivalent work experience preferred
  • Extensive experience in bank operations
  • Proficient in MS Office applications, including Outlook, Word and Excel
  • Experience working in a fast-paced corporate environment
  • Strong skill base to include customer service, communications, basic business writing, attention to detail and ability to multitask
  • Must be able to work independently and maintain the utmost confidentiality in a variety of situations

 

Benefits:

  • Competitive Pay commensurate with work experience
  • Health + Dental Insurance + Life Insurance and 401(k) plan – generous company matching
  • Paid Training + paid Vacation and paid Holidays + promotions from within

HISTORY

The Commerce Bank of Washington believes that delivering exceptional service to our clients is the single most important function we perform in our role as bankers. We are dedicated to enriching businesses and professional firms by providing them and their principals with highly personalized banking and investment banking services from experienced bankers committed to long-term banking relationships. As a true partner we help local entrepreneurs and professionals realize their full potential by providing banking services that serve their unique needs.

Keywords: The Commerce Bank, Bellevue , Customer Service Specialist -Bellevue, Other , Bellevue, Washington

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