Lake Oswego, OR12 days ago
About You:** + High school diploma or equivalent (preferred) + 2 years - of experience as a Personal Banker or Commercial Assistant, or other relevant work experience (Required) + High level of accountability and responsibility for achieving both personal and Bank goals + Ability to effectively multi-task + Knowledge of and ability to service deposit products, online banking, credit and debit cards, consumer lending products, and merchant services + Ability to present oneself in a professional manner + Excellent communication, interpersonal, and client service skills + Ability to work both independently and within a team in a constantly changing business environment + Self-starter who is willing to accept additional responsibilities as the opportunities arise + Proficient with Microsoft Office and any banking software used in the department + Customer-focused service and sales skills + May have understanding of consumer and commercial lending + Overall knowledge of bank operations + Building knowledge, skills, and experience in all functions required as a Healthcare Support Specialist The pay range for this role is $25.00 to $33.00. + Maintain high-quality customer service while providing full retail bank services for Private/Healthcare clients, including wires, new accounts, CRE loans, consumer loans, commercial loans, and account maintenance + Regularly provide proactive solutions and problem resolution for clients and peers + Cross-sell and refer all relevant bank and investment needs to Relationship Managers to assist clients in reaching their financial objectives + Update and maintain CRM software in an accurate and timely manner + Provide dedicated support to Healthcare Relationship Managers for inquiries and/or research needed to enhance, develop, and maintain customer relationships + May work directly with clients to set up appointments with Relationship Managers and request financials as needed + Ensure process is followed to minimize fraud.