Client Service Manager I/II

Washington Trust Bank; Washington, Seattle (District of Columbia, WA); On-site; USD 60,000 - 92,000; Full time

Job summary

An established industry player is seeking a Client Service Manager who is passionate about customer service and thrives in a collaborative environment. This dynamic role involves supporting both commercial and private banking clients, anticipating their needs, and suggesting appropriate banking products. You will work closely with a dedicated team, ensuring high service levels and maintaining sensitive client information. If you are a proactive problem solver with excellent communication skills and enjoy working in a diverse environment, this position offers a great opportunity to make a significant impact.

Benefits

Comprehensive benefits package

Health benefits

Financial benefits

Retirement benefits

Work/Life benefits

Annual bonus plan

Qualifications

• 5 years' client service experience in commercial/private banking preferred.
• Proficient in Microsoft Office Suite and familiar with bank systems.

Responsibilities

• Assist commercial and private banking clients with services.
• Collaborate with Relationship Managers to support client needs.

Skills

Client Service Experience

Communication Skills

Microsoft Office Suite

Interpersonal Skills

Problem Solving

Education

College-level coursework in Accounting

College-level coursework in Finance

College-level coursework in Business

Job description

Description

Location: Seattle Financial Center located at 601 Union St, Suite 3100, Seattle, WA.
Onsite work required. Position is not remote eligible.

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 to support and fulfill client needs. The role involves assisting commercial and private banking clients with their banking services, cultivating relationships, anticipating future needs, and suggesting appropriate bank products and services. 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 closing on regular daily tasks and projects. The CSM must be extremely responsive, solving problems and completing all work in a timely and accurate manner, maintaining high customer service standards, and exceeding expectations. Due to the nature of our client base, all matters should be handled sensitively and confidentially. The CSM works closely with RMs to ensure timely and accurate information sharing and supports the team in meeting the regional and bank-wide goals.

The CSM will also collaborate with other departments and peer CSMs to support client needs. Additional duties include maintaining orderly and accurate files on current and potential clients, making overdraft and other decisions on customer accounts within assigned authority, opening new accounts, sending wires, and assisting with credit card activities. Occasionally, other duties or special projects may be assigned by management.

Requirements

• 5 years' client service experience related to commercial and/or private banking preferred
• College-level coursework in Accounting, Finance, or Business desired
• Proficiency in Microsoft Office Suite and familiarity with bank operating systems
• Outstanding verbal and written communication skills
• Ability to prioritize and handle multiple tasks while maintaining high service levels
• Excellent interpersonal skills; ability to collaborate effectively with diverse groups both externally and internally

Compensation

Client Service Manager I: $60,706 - $91,136
Client Service Manager II: $69,510 - $104,265

The compensation range reflects the low and high end for this position in Seattle, WA. Actual compensation may vary based on experience, performance, and other factors. The position is eligible for an annual bonus plan.

Our Culture

We offer a comprehensive benefits package including Health, Financial, Retirement, and Work/Life benefits. Details are available HERE. Washington Trust Bank values diversity and is an equal opportunity employer, committed to fostering an inclusive environment free from discrimination or harassment based on protected characteristics as outlined by law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights under federal employment laws. For more information, review the Know Your Rights notice from the Department of Labor.