Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements.
Job Description Summary
The Commercial Deposit Services Customer Service Specialist Senior will be responsible for delivering a high level of customer service to Commercial Banking clients across multiple business lines. May act in a leadership role in the absence of the Commercial Deposit Manager. The Commercial Deposit Services Customer Service Specialist Senior will also participate in projects as required.
Job Details
PRIMARY FUNCTIONS:
Opens and maintains deposit accounts (checking/savings/money market/CDs) for all Commercial Banking clients in accordance with regulations (U.S.A. Patriot Act, BSA/AML, etc.) and audit requirements.
Functions as the primary point of contact for all Commercial Banking lines of business at HomeStreet Bank across multiple regions. ; The CDS Senior Support specialist will escalate issues to other areas of the bank as appropriate.
Functions as the primary point of contact for all Commercial Banking clients regarding incoming and outgoing wire transfer research requests; works directly with internal departments (wire transfer/operations support cash management) to resolve any wire transfer or Cash management issues in a timely manner.
Refers requests for Cash Management Services to a member of the Cash Management Team.
May review daily overdraft reports, Relationship Managers or clients to determine the cause and discuss funding; communicates results of these discussions to Commercial Banking team members, CDS Manager and Operations Support for additional action, if necessary.
Assists Commercial Banking team members with applications for credit cards; obtains additional information from clients as needed and follows up with the credit card vendor. Communicates the status of applications to Commercial Banking team members in a timely manner.
Other duties as assigned.
QUALIFICATIONS:
Minimum 5 years' experience in the financial industry and/or related customer service or commercial banking, with knowledge of commercial deposit products and services.
Ability to work independently, set priorities and handle multiple tasks. Must be dependable in completing tasks with strong attention to detail and accuracy.
Must possess excellent judgment, and the ability to accept responsibility and handle confidential information.
Must possess excellent communication skills and customer service skills with a high level of professionalism, whether over the phone, in person, or in writing.
Must be proficient in Word, Excel and PowerPoint programs.
Superior problem solving, researching, and decision-making skills.
Passionate, self-starter, and independent thinker who has the desire to work in a fast-paced organization.
Strong ability, desire and enjoyment in working with others as part of a diverse team as well as independently. Desire to serve and act in the best interest of the client and effectively manage client relationships.
MENTAL AND PHYSICAL CONSIDERATIONS:
Able to operate a Personal Computer and view information on a monitor.
Must be able to sit for many hours each day.
Must be able to communicate via telephone and possess dexterity to include filing document, reaching and bending.
May be required to stand for extended periods of time.
Ability to lift or carry up to 10 pounds
Ability to speak and understand English and express ideas and have difficult conversation in person and over the telephone
Ability to listen and comprehend speech.
Ability to problem solve, make decisions, interpret data and information, read, write and organize information in an orderly manner.
Willing and able to travel occasionally as needed.
WORK ENVIRONMENT:
Normal business office environment.
Ability to work in artificial light for extended periods of time
This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position.
