Customer Service Representative/Treasury Management Specialist

Commercial Banking Lakewood, Washington


Position Summary:
Provides client support and expertise to the bank’s internal and external Treasury Management customers.

Essential Job Functions:  

  • Committed to meeting phone and Service Desk (email) queue expectations.
  • Provide excellent client service.
  • Understand and interpret basic banking transactions and how they impact the client’s deposit and/or loan account.
  • Understand, interpret and resolve internal and external client concerns with periodic assistance.
  • Navigate multiple systems for each call or email type.
  • Establish or re-establish online banking access for clients. Resolve basic client concerns regarding digital access and/or challenges.
  • Author informal written communications/emails for internal and/or external clients, management and employees.
  • Accurate completion and retention of required documentation.
  • Identify red flags and complete risk assessments related to clients’ Treasury Management Products.
  • Positively contribute to department goals (ie; Quality Phone and Email Observations, Average Speed of Answer, First Call Resolution, Schedule Adherence)
  • Participate in career development activities annually to enhance knowledge, skills & abilities.

Minimum Job Requirements:

  • High School Diploma or equivalent.
  • 1+ year banking experience preferred
  • Excellent customer service skills with a desire to assist customers.
  • Successful candidates will demonstrate a basic level of computer skills.
  • Basic understanding of operating systems and browsers.
  • Excellent listening, verbal and written communication skills.
  • Strong telephone skills.
  • Demonstrated effective interpersonal skills.
  • Demonstrated effective time management skills.
  • Ability to generate an atmosphere of exceptional team synergies, positive energy and CB pride.
  • Outstanding ability to track and organize multiple tasks.
  • Strong attention to detail.

Physical and Mental Requirements:

  • Ability to sit at a computer monitor for extended periods of time
  • Ability to perform repetitive finger, hand, and arm movements
  • Ability to lift up to 15lbs.
  • Ability to effectively discern information and formulate appropriate action
  • Ability to reach, squat, bend, and manually manipulate standard office equipment

Values and Behaviors:

  • Build enduring RELATIONSHIPS with clients and each other.
  • Drive INNOVATION that simplifies life and work. 
  • Seek continuous GROWTH in your personal and professional development. 
  • Commit with HEART to serve others.
  • Extend TRUST in order to receive it.