Commercial Service Specialist

As a Commercial Service Specialist at WaFd Bank, your primary responsibilities include delivering exceptional customer service to commercial clients, supporting Relationship Managers, and ensuring client satisfaction with our treasury management products. You will provide phone support for operational issues, assist with online platform inquiries related to the Commercial Credit Card solution, and maintain positive relationships with both clients and colleagues.

To qualify for the role of Commercial Service Specialist at WaFd Bank, you should have a minimum of 2 years of experience in banking, accounting, or finance, preferably within a commercial banking environment. Strong PC skills, particularly in Microsoft Office, excellent communication abilities, and a dedication to customer service are essential for success in this role.

Successful candidates for the Commercial Service Specialist position at WaFd Bank should possess strong problem-solving skills, organizational abilities, and the capacity to build positive relationships. Additionally, excellent verbal and written communication skills are vital, as well as the ability to work both independently and as part of a supportive team.

WaFd Bank offers a comprehensive benefits package for Commercial Service Specialists, which includes paid time off for vacation and sick days, health insurance, stock options, and a generous 7% 401(k) employer matching. Other benefits include life and AD&D insurance, long-term disability, tuition reimbursement, and employee assistance programs to help you grow and thrive both personally and professionally.

Compliance is a top priority for WaFd Bank. As a Commercial Service Specialist, you will adhere to bank policies and federal regulations, including the Bank Secrecy Act and USA Patriot Act. This ensures that you not only support our clients effectively but also maintain the highest levels of integrity and compliance within the banking sector.

In your response, highlight your prior roles in banking or finance, emphasizing any specific experiences that relate to working with commercial clients. Mention any relevant systems you've used, project involvement, or key successes to demonstrate your expertise.

Refer to the 'customer service' aspect of the role by illustrating a specific instance where you successfully resolved a client issue. Emphasize your problem-solving skills, patience, and ability to remain calm under pressure, ensuring a positive outcome for both the client and the bank.

Discuss your proactive communication approach, willingness to collaborate, and method of updating Relationship Managers on client developments. Strong interpersonal skills and regular check-ins to offer support will show that you value teamwork and collaboration.

Highlight that compliance is essential for maintaining the trust of clients and regulatory bodies. Discuss specific regulations you've worked with, and explain how adherence to compliance measures safeguards the bank's operations and reputation.

Use the STAR method (Situation, Task, Action, Result) to provide a clear example. Discuss the specific actions you took which went over and beyond, how it positively impacted the client relationship, and what feedback you received.

Discuss resources you utilize—like planners or digital tools—and methods you implement such as prioritization and setting deadlines to ensure you maximize productivity and meet the needs of your clients effectively.

Yes, you should mention that you thrive in fast-paced environments. Use specific examples to illustrate your ability to multitask without sacrificing quality, ensuring that all client interactions are handled with care and attention.

Emphasize your belief in transparency and active listening. Provide examples of how you regularly check for understanding, clarify details when needed, and employ various communication methods to ensure clarity across all interactions.

Mention technical skills related to banking and treasury management, as well as soft skills like problem-solving, organizational prowess, and excellent communication abilities that are essential for this role.

Express your alignment with WaFd Bank's values of delivering kindness and exceptional service. Discuss what attracts you to their workplace culture and any specific aspects of their benefits and growth opportunities that resonate with your career aspirations.