Job Description
Job Description
Job Title: Commercial Customer Service Representative – Treasury Management & Banking Products
Employment Type: 12-Month Contract (W2)
Pay Rate: $22–$27 per hour
Location: Gresham, OR 97230-5000
{Hybrid – Onsite required during training, then partial onsite schedule}
Position Overview
We are seeking a detail-oriented Commercial Customer Service Representative to join our team on a 12-month contract. This role focuses on supporting commercial banking customers with Treasury Management, Loan, and DDA products. The ideal candidate is highly organized, proactive, and able to build strong relationships with clients while providing excellent customer service.
This role requires onsite work during training and a hybrid schedule afterward. Candidates must be comfortable navigating online banking platforms and resolving operational or account-related inquiries.
Key Responsibilities
- Serve as primary contact for commercial banking customers.
- Handle phone and email inquiries and provide timely resolutions.
- Assist clients in navigating online Treasury Management platforms using support tools.
- Maintain up-to-date knowledge of banking systems, products, and departmental procedures.
- Identify potential issues, compliance concerns, and opportunities to expand client relationships.
- Ensure customer satisfaction and follow up on outstanding requests.
- Attend trainings to expand product and system knowledge.
Requirements
- Associate degree or equivalent work experience (no specific field required).
- 3–5 years of experience in financial services or banking.
- Strong verbal, written, and interpersonal communication skills.
- Excellent customer service and problem-solving abilities.
- Proficiency with Microsoft Office (Excel, Word, Outlook).
- Ability to support clients with digital banking platforms.
Preferred Skills
- Experience with technical support or co-browse tools.
- Familiarity with Treasury Management products and online banking platforms.
- Knowledge of digital capabilities within financial services environments.
Work Schedule & Expectations
- Training Period: 90 days, fully onsite, Monday–Friday, 8 AM – 5 PM.
- Post-Training: Hybrid schedule; onsite 3 days per week (Tuesday–Thursday).
- Ability to manage time-off requests with manager approval.
- Some overtime may be required after training.
Interview Process
- Behavioral and experience-based interviews with a manager and team lead.
- In-person preferred; video/virtual interviews may be scheduled depending on availability.
- No portfolio or skills demonstration required.
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.