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Change Management Specialist

3 months ago

Portland, United States Russell Tobin Full time
Job DescriptionJob Description
  • 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.
  • Associate degree, or equivalent work experience 
  • Three to five years of experience in financial services industry
  • 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.
  • 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 co-browse 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