Location: Seattle Financial Center located at 601 Union St, Suite 4747, Seattle, WA.
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.
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.
The Washington Trust Bank