Client Service Manager I/II

Washington Trust Bank; Portland (OR); On-site; USD 56,000 - 97,000; Full time

Benefits offered by this job

Health benefits

Retirement benefits

Work/Life Benefits

Job summary

Washington Trust Bank is seeking a Client Service Manager at our Portland, OR location. The role supports commercial and private banking clients, answering inquiries, opening accounts, processing wires, and coordinating with Relationship Managers to deliver tailored financial solutions.

The ideal candidate brings strong communication, organization, and interpersonal skills, with experience in banking environments and a track record of handling multiple tasks with high service levels.

Qualifications

• 5 years' client service work experience related to commercial and/or private banking preferred
• College-level course work in Accounting, Finance, Business desired
• Demonstrated competence in Microsoft Office Suite and comfortable working with and learning Bank operating systems
• Outstanding verbal and written communication skills
• Ability to prioritize assignments and handle multiple priorities while maintaining a high level of service to both internal and external clients.
• Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people external to the bank as well as at all levels within the organization.

Responsibilities

• Assist commercial and private banking clients with their banking services while cultivating relationships
• Maintain orderly and accurate files on current and potential clients
• Open new accounts and process wires
• Assist with credit card activities
• Collaborate with Relationship Managers and Team Leaders to support client needs
• Perform other duties or special projects as assigned by management

Skills

Client service

Communication

Multitasking

Collaboration

Interpersonal skills

Education

Accounting coursework

Finance coursework

Business coursework

Tools

Microsoft Office Suite

Job description

Onsite Position: Portland Financial Center located at 760 SW 9th Avenue, Suite 1900, Portland, OR

This opportunity is for a person who is passionate about customer service and providing value to our clients. We are looking for an experienced candidate who enjoys wearing many hats and has a friendly, open personality. This position will be an integral part of a successful and collaborative team of professionals who are proactive and like to think beyond the task itself. This is a diverse job in a professional environment that includes the opportunity to work with various Relationship Managers and Team Leaders in order to support and fulfill a client needs. This role assists commercial and private banking clients with their banking services while cultivating relationships, anticipating future needs and suggesting appropriate bank products and services when applicable. The CSM is a trusted business professional, answering client questions promptly and effectively, suggesting expert solutions within the assigned realm; and seeking counsel from RMs as needed for solving unique or difficult client problems.

This candidate should have outstanding communication skills, both verbal and written as typical activities include handling inquiries by phone and in person, ensuring appropriate follow-up, and closure on regular daily tasks and other projects. The CSM must be extremely responsive, solving problems and completing all work in a timely and accurate manner, ensuring we maintain our high level of customer service and exceed expectations at all times. Due to the nature of our client base all matters should be handled in a sensitive and confidential manner. The CSM works closely with RMs to assure timely and accurate information is provided to them as well, and assists the team in meeting the overall goals of the region and bank.

The CSM will also work closely with other departments and peer CSMs to support client needs as well. Other duties include: maintaining orderly and accurate files on current and potential clients, making overdraft and other assigned decisions on customer accounts under assigned authority, opening new accounts, sending wires and assisting with credit card activities. From time to time there are other duties or special projects assigned by management.

Requirements:

• 5 years' client service work experience related to commercial and/or private banking preferred
• College-level course work in Accounting, Finance, Business desired
• Demonstrated competence in Microsoft Office Suite and comfortable working with and learning Bank operating systems
• Outstanding verbal and written communication skills
• Ability to prioritize assignments and handle multiple priorities while maintaining a high level of service to both internal and external clients.
• Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people external to the bank as well as at all levels within the organization.

Pay Range

Client Service Manager I: $56,369 - $84,626
Client Service Manager II: $64,545 - $96,818

The compensation range represents the low and high end of the base compensation range for this position located in Portland, OR. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable incentive compensation plan.

What Our Culture Can Offer You:

Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.

Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.