Commercial Client Services Representative

Jobtailor; Eugene (OR); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor seeks an experienced client relationship professional to support corporate and commercial deposit clients in a dynamic banking environment. You will collaborate with relationship managers to address client needs and ensure timely resolution of requests.

You will handle treasury management questions, guide account implementation, and maintain compliance with bank regulations while delivering exceptional service across multiple channels.

Qualifications

• 2-4 years of banking experience, treasury management product experience, new accounts, lending loan processing or customer service.
• Knowledge of bank payment systems, account operations, banking services and exposure to complex business entities.
• Proficient knowledge of Commercial banking products and services, operations and procedures and applicable laws and regulations.
• Excellent written and verbal communication skills.
• Ability to communicate with professionals at all levels of business.
• Knowledge of general business acumen and practices related to analysis, accounting and financial procedures including market and interest rate impact.
• Strong customer service, interpersonal and organization skills with ability to multi-task, handle complex issues and use good judgement in decision making.
• Strong technical skills including Windows Office Suite, spreadsheets and industry specific software.

Responsibilities

• Provide primary client relationship, direction and customer service support for corporate and commercial deposit clients.
• Field client requests via phone, email and other communication channels; act as subject matter expert for Deposit and Treasury Management products.
• Respond to a variety of banking questions and provide guidance with account implementation, funds transfer/stop payment requests and transaction posting problems and error resolution.
• Communicate with Relationship Managers, provide updates of client matters, make recommendations and ensure that issues needing immediate attention are resolved in a timely manner.
• Answer incoming calls from Treasury Management customers and internal staff delivering exceptional service that exceeds the caller’s expectations.
• Handle calls with professionalism, demonstrating a sense of ownership, with a goal of one call resolution achieving established service standards.
• Demonstrate compliance with all bank regulations for assigned job function and applies to designated job responsibilities.

Job description

• Work closely with relationship managers and business partners to keep them apprised
• Provide primary client relationship, direction and customer service support for corporate and commercial deposit clients.
• Field client requests via phone, email and other communication channels; act as subject matter expert for Deposit and Treasury Management products.
• Respond to a variety of banking questions and provide guidance with account implementation, funds transfer/stop payment requests and transaction posting problems and error resolution.
• Communicate with Relationship Managers, provide updates of client matters, make recommendations and ensure that issues needing immediate attention are resolved in a timely manner.
• Answer incoming calls from Treasury Management customers and internal staff delivering exceptional service that exceeds the caller’s expectations.
• Handle calls with professionalism, demonstrating a sense of ownership, with a goal of one call resolution achieving established service standards.
• Demonstrate compliance with all bank regulations for assigned job function and applies to designated job responsibilities.

Requirements

• H.S. Diploma/GED (preferred)
• Bachelor's Degree in Business, Finance or related field (preferred)
• 2-4 years — banking experience, treasury management product experience, new accounts, lending loan processing or documentation and customer service (Required)
• Demonstrated knowledge of bank payment systems, account operations, banking services and exposure to complex business entities.
• Proficient knowledge of Commercial banking products and services, operations and procedures and applicable laws and regulations.
• Possess excellent written and verbal communication skills.
• Ability to effectively communicate with professionals at all levels of business.
• Knowledge of general business acumen and practices related to analysis, accounting and financial procedures including market and interest rate impact.
• Demonstrate strong customer service, interpersonal and organization skills with ability to multi-task, handle complex issues and use good judgement in decision making.
• Strong technical skills including Windows Office Suite, spreadsheets and industry specific software.

Core Competencies

Demonstrates expertise in client relationship management and Treasury Management products, ensuring compliance with banking regulations while delivering exceptional customer service. Proficient in banking operations, account management, and effective communication with diverse business professionals.

Highest-signal resume keywords

• Banking Experience
• Treasury Management Product Knowledge
• Customer Service Excellence
• Commercial Banking Products
• Compliance with Banking Regulations

ATS Optimization Keywords

Hard Skills

• Bank Payment Systems
• Account Operations
• Banking Services
• Financial Procedures
• Market Analysis
• Interest Rate Impact
• Lending Loan Processing
• Documentation
• New Accounts
• Spreadsheets

Soft Skills

• Excellent Written Communication
• Excellent Verbal Communication
• Interpersonal Skills
• Organizational Skills
• Judgment in Decision Making

Industry Keywords

• Corporate Deposit Clients
• Commercial Deposit Clients
• Client Relationship Management
• Service Standards
• Complex Business Entities

Tools & Technologies

• Windows Office Suite
• Industry Specific Software