Customer Service Specialist - Portland, OR (In Office Role)

Portland, OR, United States

Customer Service Specialist - Portland, OR (In Office Role) At the Commerce Bank of Oregon in Portland, we believe 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 professional, nonprofit and business organizations by providing them and their principals, with highly personalized banking and financial services from experienced bankers committed to long-term banking relationships.

Our Customer Service Representative in Portland will work in partnership with Relationship Managers to provide exceptional banking service and operations support to both business and individual clients. The successful incumbent will be a professional, strong team player that has proven banking and service skills. This is a fully in office role.This is an opportunity to provide the level of service you have always wanted to provide to your clients but may not have been able to in your current position.

Responsibilities :

Be a strong team player within the organization.

Support the community of professionals that work at the Bank by promoting and practicing a team approach to accomplishing duties, goals, and objectives.

Take ownership of client needs and act as their advocate to ensure that services and products requested are received in the timeframes agreed upon.

Work closely with Relationship Managers and other team members to provide excellent client service.

Will perform daily Client Services and may perform Teller duties.

Will handle day-to-day client calls, requests and questions.

Understand a client or prospect’s full banking relationship; make product, and service recommendations.

Perform all aspects of opening new accounts.

Process wire transfers, stop payments and various other banking services for clients.

Assist with daily general ledger balancing, certifications and other operational tasks for the department.

Backup the reception desk as needed.

Other duties as assigned.

Qualifications :

Proficient in use of a computer. Able to work with various software applications related to job.

Excellent written and oral communication skills.

Excellent analytical and problem-solving skills.

Strong interpersonal skills.

Able to work with close attention to detail and to maintain confidentially of sensitive information.

Able to assess priorities and work well under pressure.

Good knowledge of Bank Operations.

MUST HAVE a High School Degree or Equivalent and at least one year of banking/finance, bank operations or other directly related customer service experience

Excellent verbal and written communication skills required.

Excellent organizational skills required.

Ability to work independently, yet in a team environment required.

Creativity and optimism as a problem solver required.

Knowledge of banking deposit, treasury management and loan products preferred.

Experience working with commercial or business clients preferred.

Previous experience handling general ledger balancing and certifications a plus.

Medical, Dental and Vision Insurance - START DAY ONE!

Life and Disability Insurance, Paid Parental Leave and Adoption Assistance

Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts

Paid Training, Paid Time Off (PTO). (PTO covers both sick and vacation days without distinguishing between them), 11 Paid Federal Holidays, and any applicable state holidays

401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience

Mental health benefits including coaching and therapy sessions

Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire

Employee Ambassador preferred banking products

Hours: Position is a full-time (40 hours) 8-5 PM, Monday through Friday excluding Banking Holidays. Overtime may be required throughout the year.

REPORTS TO: Customer Service Manager

This position will be open until filled.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [email protected] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

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The Commerce Bank a division of Zions Bancorporation, N.A. Member FDIC

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