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Relationship Management Representative I

2 months ago

Portland, Oregon, United States Norwaysavings Full time

Building a better bank starts with hiring outstanding talent.

It starts with you.

At Norway Savings, we pride ourselves on a rich legacy of 155 years dedicated to excellence and support. Our organization fosters an environment of continuous learning and growth, presenting numerous exciting opportunities. We are committed to promoting diversity and inclusion, allowing every individual to shine.

We prioritize the well-being of our employees, evidenced by our award-winning Wellness Program, which has earned us recognition as one of the Healthiest Companies in America.

Norway Savings places a strong emphasis on customer satisfaction and the cultivation of robust relationships within our communities.

POSITION SUMMARY:

The Client Engagement Specialist I plays a pivotal role in addressing the financial needs of both new and existing clients. This position involves identifying potential opportunities to enhance customer relationships across all banking services. To foster strong and beneficial customer relations, the incumbent will deliver friendly and efficient service while processing daily transactions. Additionally, the Client Engagement Specialist will actively seek opportunities to cross-sell various banking products to deepen the relationship with our clients.

ESSENTIAL JOB FUNCTIONS

Customer Service

+ Ensures a positive customer experience by delivering exceptional service.

Sales

+ Identifies and achieves cross-selling opportunities with both new and existing clients to enhance overall relationships.

+ Consistently demonstrates a proactive sales approach.

Operations

+ Processes daily transactions, including deposits, withdrawals, and loan payments.

+ Assists in coordinating daily branch operations.

+ Maintains comprehensive knowledge of policies, procedures, security, and compliance.

Culture

+ Achievement: Remains self-motivated, self-directed, and accountable for actions.

+ Support: Contributes to a culture of collaboration and shared interests.

+ Communication: Exhibits exceptional professional communication skills, both written and verbal.

+ Leadership: Guides others to achieve common goals through effective direction.

+ Empowerment: Demonstrates accountability and initiative in making informed decisions.

+ Team: Fosters a respectful and trusting team environment.

Brand

+ Maintains a professional appearance and the overall image of the branch.

+ Projects a consistent professional image through attire, communication, and interactions.

+ Exhibits regular and punctual attendance.

+ Takes on additional responsibilities and projects as assigned.

EDUCATION/TRAINING/EXPERIENCE/SKILLS REQUIRED

High school diploma or equivalent work experience.

Previous experience in cash handling is preferred.

Excellent written and verbal communication skills.

Demonstrated exceptional customer service and relationship-building abilities.

Basic proficiency in navigating computer systems.

Self-motivated and driven with strong engagement.

Willingness to accept guidance and work collaboratively within a professional team.

OTHER REQUIREMENTS:

Availability for Saturday morning shifts is required.

WORKING CONDITIONS:

Work environment is generally pleasant and comfortable, with minimal exposure to hazards.

Physical demands include lifting up to 35 lbs, reaching, twisting, bending, pushing, and pulling, as well as standing for extended periods.

Norway Savings Bank is an Equal Opportunity Employer.