Northwest Bank · 18 hours ago
Commercial Banking - Customer Service Specialist
Midvale, UT
Full-time
Onsite
Entry Level
1+ years expNorthwest Bank is seeking a Customer Service Specialist to provide exceptional service to their commercial and consumer customers. This role involves assisting with treasury service products and ensuring timely processing of customer requests and transactions.
BankingFinanceFinancial Services
Responsibilities
Perform assigned duties in accordance with the Bank’s Mission, Vision and Core Values; and provide the Bank’s customers with timely, responsive, and exceptional service in accordance with the Bank’s customer service standards
Knowledge and completion of treasury management application, forms and agreements for customers and internal production team to facilitate depository services for business customers. Work with Commercial Banking Support team to ensure customer is taken care of
Basic understanding of requirements to open a complex to simple business entity deposit account, obtaining required information from customers. May include HOAs, escrow, or other such type of accounts. Complete and accurate CIP, CDD and EDD information is essential
Understanding of requirements to open consumer personal new accounts; ensuring CIP and CDD is complete and accurate
Assist retail online banking customer with troubleshooting, setting up service or unlocking accounts
Assist customers in processing financial transactions in accordance with established policies and procedures
Scrutinize checks, cash, and customer identification for authenticity to protect the Bank and customers against fraud losses
Expanded functions include customer transaction processing to include deposits, withdrawals, stop payments, preparation of official checks, processing service tickets for temp TS increases, and acceptance of loan payments. Ensure risk management and best practices are used in the decision-making process
Maintain a thorough knowledge of bank policies and procedures, as well as keeps up to date on changes
Provide timely and responsive customer service
Qualification
Required
Bachelor's degree or minimum 1-year experience customer service relations
Preferred
Time management, problem solving, and project management skills
Basic math skills
Knowledge of treasury services products and services
Knowledge of deposit policies and procedures
Strong computer skills including Windows-based software, word processing and spreadsheet applications, internet usage, email, and bank software
Commercial online banking knowledge experience
Exceptional customer service experience
Strong oral and written communication and interpersonal skills consistent with Bank's customer centric philosophy
Ability to organize and prioritize tasks at an individual level under a variety of conditions and constraints with minimal guidance
Company
Northwest Bank
Northwest Bank is a privately held community bank that offers services to small and medium-sized companies, professionals, and NGOs.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Van Den Elzen
SVP, Chief Technology Officer
Allan Siegel
Chief Financial Officer
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