Customer Onboarding Specialist (Spanish Bilingual)

$58,650 - $69,000/Yr

US Bank - Portland, OR

Full-time - Entry Level

Portland, OR

10,001+ employees

Credit Intermediation and Related Activities

About the position

The Customer Onboarding Specialist at U.S. Bank serves as the primary point of contact for customers during their onboarding journey. This role is focused on providing exceptional customer service, guiding clients through the onboarding process, and ensuring a smooth transition to using the bank's services. The specialist will leverage their expertise to build strong relationships, solve problems creatively, and support customers effectively.

Responsibilities

• Guide and support customers throughout the onboarding journey as a subject matter expert.
• Provide project and analytical support to assigned business line or functional area.
• Perform research, analysis, review, development, implementations, and monitoring of new and/or revised products/services.
• Act as a project liaison with other departments.
• Compile and analyze information for assigned projects, making recommendations based on findings.

Requirements

• Bachelor's degree or equivalent work experience.
• Typically three to five years of related experience.
• Bilingual in English/Spanish strongly preferred.
• Thorough knowledge of assigned business line or functional area.
• Strong organizational and analytical skills.
• Thorough knowledge of project management.
• Ability to identify and resolve exceptions and analyze data.
• Excellent organizational and project management skills.
• Solution and results-oriented with the ability to problem solve.
• Excellent time management with a strong sense of urgency.
• Passion for customer success with excellent written and verbal communication skills.
• Team player with the ability to multi-task with extreme attention to detail.
• Able to work independently, self-driven, highly motivated.

Nice-to-haves

• Experience working with Retail and/or Restaurants is a plus.
• Experience working with Sales Force is a plus.
• Combined Hardware and Software solution experience a plus.

Benefits

• 401(k)
• 401(k) matching
• Adoption assistance
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law.