Commercial Banking Customer Support Specialist

2 weeks ago


Milwaukee, Wisconsin, United States Russell Tobin & Associates Full time



What qualities are we seeking in our Commercial Banking Customer Support Specialist?

Russell Tobin & Associates, a leading financial services firm, is actively searching for a Commercial Banking Customer Support Specialist.

The Commercial Banking Customer Support Specialist serves as the main liaison for commercial banking clients utilizing treasury management, deposit, and loan services.

Join our team

Employment Type: Contract/Hybrid

Compensation: $21-$24/hr, based on experience

Key Responsibilities:

  • Enhance and nurture client relationships by delivering comprehensive customer support services.
  • Proactively identify potential challenges, compliance concerns, and work to optimize client satisfaction while promoting relationship growth.
  • Recognize products and services that align with client needs.
  • Develop a thorough understanding of assigned accounts through regular client interactions and adherence to standard operational procedures.
  • Assist clients in navigating Treasury Management products, including all online platforms.
  • Respond to customer inquiries via phone and email.
  • Guide clients in utilizing online platforms and Treasury Management products through the Bank's service tools.
  • Address customer inquiries regarding deposits and loans.
  • Maintain a solid technical understanding of banking systems and participate in ongoing training to enhance knowledge.

Qualifications:

  • Associate degree or equivalent professional experience.
  • 3-5 years of experience in the financial services sector.

Preferred Skills:

  • Exceptional customer service and problem-solving abilities.
  • Proficient in computer applications, particularly Microsoft Office.
  • Familiarity with department-specific systems.
  • Advanced understanding of departmental and banking products and services.
  • Technical support and/or co-browsing experience.
  • Preferred knowledge of digital capabilities with a background in Information Technology.
  • Understanding of Treasury Management Products/Services, with preferred experience in GTM and Operations.

Benefits offered by Russell Tobin:

Russell Tobin provides eligible employees with comprehensive healthcare coverage (medical, dental, and vision), supplemental insurance options, a 401(k) retirement plan, life and disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and discounts with select vendors.

#CB

Compensation: $21-$24/hr, based on experience



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