Customer Service Specialist - Portland, OR (In Office)

The Commerce Bank
Portland, Oregon
Jun 19, 2024
Jul 17, 2024
Full Time
At the Commerce Bank of Oregon in Portland, we believe that delivering exceptional service to our clients is the single most important function we perform in our role as bankers. We are dedicated to enriching professional, nonprofit and business organizations by providing them and their principals, with highly personalized banking and financial services from experienced bankers committed to long-term banking relationships.

Our Customer Service Representativein Portland will work in partnership with Relationship Managers to provide exceptional banking service and operations support to both business and individual clients. The successful incumbent will be a professional, strong team player that has proven banking and service skills. This is a fully in office role. This is an opportunity to provide the level of service you have always wanted to provide to your clients but may not have been able to in your current position.

Responsibilities :

  • Be a strong team player within the organization.
  • Support the community of professionals that work at the Bank by promoting and practicing a team approach to accomplishing duties, goals, and objectives.
  • Take ownership of client needs and act as their advocate to ensure that services and products requested are received in the timeframes agreed upon.
  • Work closely with Relationship Managers and other team members to provide excellent client service.
  • Will perform daily Client Services and may perform Teller duties.
  • Will handle day-to-day client calls, requests and questions.
  • Understand a client or prospect's full banking relationship; make product, and service recommendations.
  • Perform all aspects of opening new accounts.
  • Process wire transfers, stop payments and various other banking services for clients.
  • Assist with daily general ledger balancing, certifications and other operational tasks for the department.
  • Backup the reception desk as needed.
  • Other duties as assigned.

Qualifications :

  • Proficient in use of a computer. Able to work with various software applications related to job.
  • Excellent written and oral communication skills.
  • Excellent analytical and problem-solving skills.
  • Strong interpersonal skills.
  • Able to work with close attention to detail and to maintain confidentially of sensitive information.
  • Able to assess priorities and work well under pressure.
  • Good knowledge of Bank Operations.
  • MUST HAVE a High School Degree or Equivalent and at least one year of banking/finance, bank operations or other directly related customer service experience
  • NICE TO HAVE a BS degree
  • Excellent verbal and written communication skills required.
  • Excellent organizational skills required.
  • Ability to work independently, yet in a team environment required.
  • Creativity and optimism as a problem solver required.
  • Knowledge of banking deposit, treasury management and loan products preferred.
  • Experience working with commercial or business clients preferred.
  • Previous experience handling general ledger balancing and certifications a plus.


  • Medical, Dental and Vision Insurance - START DAY ONE!
  • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
  • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
  • Paid Training, Paid Time Off (PTO). (PTO covers both sick and vacation days without distinguishing between them), 11 Paid Federal Holidays, and any applicable state holidays
  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
  • Mental health benefits including coaching and therapy sessions
  • Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
  • Employee Ambassador preferred banking products
  • Customer Service Specialist I - $21.96 to $32.20 per hour depending on experience

Hours:Position is a full-time (40 hours) 8-5 PM, Monday through Friday excluding Banking Holidays. Overtime may be required throughout the year.

REPORTS TO:Customer Service Manager