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Customer Support Specialist

TravelBank - Gresham, OR

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Job Description

Job Title This position serves as a primary point of contact for institutional clients, providing advanced support across multiple product offerings within the Treasury Services portfolio. The representative handles complex customer inquiries and issues via telephone and email, ensuring timely, accurate, and professional resolution. Key Responsibilities Respond to and resolve Level 2 customer service inquiries related to institutional treasury products, including exception handling and escalated issues. Deliver expert guidance on multiple product lines, ensuring clients receive comprehensive support for their operational needs. Act as a liaison between clients and internal teams to troubleshoot and resolve complex or unusual issues. Maintain compliance with internal policies, procedures, and applicable regulatory requirements in all interactions. Monitor and manage workflow to ensure service-level agreements (SLAs) are met and responses are courteous, professional, and timely. Provide feedback and recommendations for process improvements to enhance client experience and operational efficiency. Support training initiatives by sharing product knowledge and best practices with peers as needed. Basic Qualifications High school diploma or equivalent Three to five years of relevant experience Preferred Skills/Experience Strong customer service/sales and problem-solving skills Knowledge of Cash Vaults and Lockbox experience Thorough knowledge of applicable services, products, systems, operations, policies and regulations Good organizational and time management skills Effective verbal and written communication skills Proficient computer navigation skills using a variety of software packages including Microsoft Office applications Some experience as a senior level representative preferred Location Expectations This role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. This position is reporting to Gresham, OR. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

Created: 2026-03-07

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