Commercial Banking

3 months ago


Lake Oswego, United States Northwest Bank Full time

Job Type

Part-time

Description

Summary

This position is part time and fully in person. The Customer Service Specialist's primary responsibility is to provide superior service and support to the Bank's commercial and consumer customers and may assist with the application process for auxiliary treasury service products, such as ACH, RDC, MDC, Wire Transfers, Positive Pay (check and ACH), and Bill Pay. Coordination and collaboration with the service team to ensure customer phone calls, emails, and in person request are processed in a timely manner.

Requirements

Essential Duties & Responsibilities

  • Perform assigned duties in accordance with the Bank's Mission, Vision and Core Values; and provide the Bank's customers with timely, responsive, and exceptional service in accordance with the Bank's customer service standards.
  • Knowledge and completion of treasury management application, forms and agreements for customers and internal production team to facilitate depository services for business customers. Work with Commercial Banking Support team to ensure customer is taken care of.
  • Basic understanding of requirements to open a complex to simple business entity deposit account, obtaining required information from customers. May include HOAs, escrow, or other such type of accounts. Complete and accurate CIP, CDD and EDD information is essential.
  • Understanding of requirements to open consumer personal new accounts; ensuring CIP and CDD is complete and accurate.
  • Assist retail online banking customer with troubleshooting, setting up service or unlocking accounts.
  • Assist customers in processing financial transactions in accordance with established policies and procedures
  • Scrutinize checks, cash, and customer identification for authenticity to protect the Bank and customers against fraud losses
  • Expanded functions include customer transaction processing to include deposits, withdrawals, stop payments, preparation of official checks, processing service tickets for temp TS increases, and acceptance of loan payments. Ensure risk management and best practices are used in the decision-making process.
  • Maintain a thorough knowledge of bank policies and procedures, as well as keeps up to date on changes.
  • Provide timely and responsive customer service.
Required Qualifications
  • Bachelor's degree or minimum 1-year experience customer service relations
Preferred Qualifications
  • Time management, problem solving, and project management skills
  • Basic math skills
  • Knowledge of treasury services products and services
  • Knowledge of deposit policies and procedures
  • Strong computer skills including Windows-based software, word processing and spreadsheet applications, internet usage, email, and bank software
  • Commercial online banking knowledge experience
  • Exceptional customer service experience
  • Strong oral and written communication and interpersonal skills consistent with Bank's customer centric philosophy
  • Ability to organize and prioritize tasks at an individual level under a variety of conditions and constraints with minimal guidance
Benefits
  • Competitive Compensation Package
  • Medical, Dental, and Vision
  • Health Savings Account (HSA)
  • Flexible Spending Accounts (FSA)
  • 401(k) plan with company match
  • Generous PTO & Holidays


  • Lake Oswego, Oregon, United States Northwest Bank Full time

    Job Title: Commercial Banking SpecialistThe estimated salary for this role is $55,000 - $65,000 per year.About Northwest Bank:We are a leading bank in the region, dedicated to providing exceptional customer service and financial solutions to our clients. Our team of experienced professionals is committed to helping individuals and businesses achieve their...


  • Lake Oswego, Oregon, United States Northwest Bank Full time

    About Northwest BankWe are a leading financial institution dedicated to providing exceptional service to our customers. Our mission is to deliver personalized banking solutions that meet the unique needs of our community.Job OverviewThe Commercial Banking Specialist will play a critical role in supporting our commercial and consumer customers with superior...


  • Lake Oswego, Oregon, United States Northwest Bank Full time

    Job OverviewNorthwest Bank is seeking a highly skilled Commercial Banking Specialist to join our team. This part-time position requires strong customer service skills and the ability to provide exceptional support to commercial and consumer customers.ResponsibilitiesMain Responsibilities:Provide superior service and support to commercial and consumer...


  • Lake Oswego, Oregon, United States Northwest Bank Full time

    **Job Overview:**Northwest Bank is seeking a highly motivated and detail-oriented Commercial Banking Specialist to join our team. In this part-time role, you will be responsible for providing exceptional customer service and support to our commercial and consumer customers.Key Responsibilities:Provide timely and responsive customer service through various...


  • Lake Oswego, Oregon, United States Northwest Bank Full time

    Key ResponsibilitiesProvide timely and responsive customer service, ensuring customer phone calls, emails, and in-person requests are processed efficiently.Assist with the application process for auxiliary treasury services products, such as ACH, RDC, MDC, Wire Transfers, Positive Pay, and Bill Pay.Coordinate with the Commercial Banking Support team to...


  • Lake Oswego, Oregon, United States Northwest Bank Full time

    About the RoleThe Commercial Banking Professional is responsible for delivering exceptional customer experiences and providing support for commercial and consumer banking services.Key Skills:Excellent communication and interpersonal skills.Ability to work collaboratively with cross-functional teams.Strong analytical and problem-solving skills.Knowledge of...


  • Salt Lake, Utah, United States WaFd Bank Full time

    Becoming a Commercial Banking Relationship Manager at WaFd Bank means being part of a dynamic team dedicated to delivering exceptional customer experiences and driving business growth.In this role, you will be responsible for building and maintaining strong relationships with commercial clients, identifying opportunities to expand their financial services...


  • Lake Oswego, Oregon, United States Northwest Bank Full time

    Job Title: Commercial Banking SpecialistWe are seeking an experienced Commercial Banking Specialist to join our team at Northwest Bank. As a key member of our commercial banking team, you will provide exceptional service to our commercial and consumer customers.ResponsibilitiesCustomer Service:Provide timely and responsive customer service to commercial and...


  • Lake Oswego, Oregon, United States First Citizens Bank Full time

    Required Skills and QualificationsTo be successful in this role, you will need to possess:A Bachelor's Degree and 2 years of experience in sales or financial services sales, or an equivalent combination of education and experience.Excellent communication and interpersonal skills, including the ability to build rapport with different personalities and drive...


  • Lake Oswego, United States Umpqua Bank Full time

    Umpqua Bank Commercial Card Account Manager in Lake Oswego, OregonCommercial Card Account ManagerCommercial BankingLocation: Lake Oswego, OregonDescriptionAbout Us:Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as,...

  • Banking Specialist

    4 weeks ago


    Lake Oswego, Oregon, United States Northwest Bank Full time

    Job DescriptionThe Customer Service Specialist's primary responsibility is to provide exceptional service and support to the Bank's commercial and consumer customers. This role may assist with the application process for treasury services products, such as ACH, RDC, MDC, Wire Transfers, Positive Pay (check and ACH), and Bill Pay.This position is part-time...


  • Lake Oswego, United States Banner Bank Full time

    Please take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital...


  • Oswego, Illinois, United States Byline Bank. Full time

    About Byline BankByline Bank is a full-service commercial bank serving small- and medium-sized businesses, financial sponsors, and consumers. Our bank has approximately $9.6 billion in assets and operates 46 branch locations throughout the Chicago and Milwaukee metropolitan areas. We offer a broad range of commercial and community banking products and...


  • Lake Oswego, Oregon, United States Northwest Bank Full time

    Key ResponsibilitiesAdminister construction loans, including ordering inspections, title date-downs, and preparing budget balances.Maintain expertise in commercial lending regulations and promote relevant bank products and services.Work as a liaison between customers, attorneys, and title company representatives throughout the construction process.The ideal...


  • Lake Oswego, Oregon, United States First Citizens Bank Full time

    Job DescriptionAs a Financial Sales Manager at First Citizens Bank, your primary focus will be on outbound calling activities to identify new business opportunities. You will work closely with business or commercial bankers to provide expertise on business deposits and related services. Your leadership skills will be essential in managing sales efforts and...


  • Lake Oswego, Oregon, United States Northwest Bank Full time

    About the RoleWe are seeking a skilled Construction Loan Administrator to join our team at Northwest Bank. In this role, you will be responsible for managing construction budgets, processing loan disbursements, and providing exceptional customer service.A minimum of 5 years of experience in commercial and construction loan administration and documentation is...


  • Lake Oswego, OR, United States Banner Bank Full time

    More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the...


  • Lake Oswego, Oregon, Clackamas County, OR, United States Banner Bank Full time

    Please take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital...


  • Oswego, Illinois, United States Servbank Full time

    Job Description:Servbank is a banking institution with local roots and national reach, founded in 1994. We're seeking an experienced Commercial Senior Loan Processor to manage the loan processing cycle from application to closing, ensuring accuracy and compliance with regulatory requirements.In this role, you'll be responsible for reviewing loan...


  • Oswego, Illinois, United States Servbank Full time

    Job Summary:Servbank is seeking a detail-oriented and efficient Commercial Senior Loan Processor to join our team. The ideal candidate will be responsible for managing the loan processing cycle from application to closing, ensuring accuracy and compliance with Servbank's policies and regulatory requirements.This is a unique opportunity to join a dynamic and...