Client Relationship Banker

2 weeks ago


Portland, Oregon, United States Russell Tobin Full time

Position: Commercial Banking Customer Advisor

Department: Commercial Banking Services

Compensation: $26 - $28.14 per hour

Core Responsibilities:

  • Act as the main liaison for clients in the commercial banking sector.
  • Deliver comprehensive support services to enhance client satisfaction.
  • Guide clients through Treasury Management offerings, including digital platforms.
  • Foster and grow relationships with current clients.
  • Proactively identify and address potential challenges and compliance matters.
  • Promote the growth of client relationships by recognizing suitable products and services.
  • Gain a thorough understanding of assigned accounts through regular client interactions.
  • Implement standard operational procedures to meet customer requirements.

Required Qualifications:

  • Associate degree in Business, Finance, or a related discipline is preferred.
  • At least 2 years of experience in customer service or a banking context.
  • Familiarity with Treasury Management products is highly advantageous.
  • Exceptional customer service skills with strong interpersonal and communication abilities.
  • Capability to discern client needs and propose effective solutions.
  • Proficient in utilizing online platforms associated with Treasury Management services.
  • Excellent problem-solving skills and meticulous attention to detail.

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