Russell Tobin's client, a leading banking company, is hiring a Change Management Specialist at Milwaukee, WI (Hybrid)
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Employment Type: Contract/Hybrid
Location: Portland, OR 97230 (3 days onsite)
Pay range: $25/hr - $28/hr
Job Description:
The Commercial Customer Service Treasury Management Support, Loan, and DDA Banker is the primary contact for commercial banking customers utilizing Client’s Treasury Management platforms. Maintains and expands the relationship with customers by providing overall customer support services. Works proactively to identify potential problems, compliance issues, and to maximize client satisfaction and encourage expansion of the relationship. Identifies products and services that meet customer's needs. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures. Ability to support customers in navigating Treasury Management products inclusive of all on-line platforms.
Basic Qualifications:
Associate degree, or equivalent work experience
Three to five years of experience in financial services industry
Duties and Responsibilities Include:
Service customers phone and email inquiries.
Assist customers in navigating on-line platforms and all Treasury Management products utilizing the Bank’s servicing tools such as emulation and co-browse.
Maintain appropriate technical understanding of bank systems. Regularly attend trainings to support/expend knowledge base.
Preferred Skills/Experience:
Excellent verbal, written, and interpersonal communication skills
Outstanding customer service and problem resolution skills
Proficient computer skills, especially Microsoft office applications
Experience with department-specific systems
Advanced knowledge of departmental and bank products and services
Technical support and/or co-browse skills
Preferred understanding of digital capabilities with experience in Information Technology environment
Knowledge of Treasury Management Products/Services with preferred experience with GTM and Operations
Benefits that Russell Tobin offers:
Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.