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Client Service Specialist II

Company: Columbia Bank
Location: Vancouver
Posted on: April 3, 2021

Job Description:

DescriptionThis position processes a variety of customer account transactions quickly, accurately and confidentially. Provides an exceptional banking experience to our customers by building relationships and offering appropriate products and services. Essential Job Functions: Performs cash handling functions (deposits, withdrawals, cash advances, payments, transfers, check cashing, etc.)Balancing cash drawer and Client Service Specialist transactionsDemonstrates knowledge of new and existing products and servicesDiscuss and access customer's financial needs to identify and offer appropriate products and servicesSecure against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of fundsIdentify fraudulent activityRead, understand and follow all relevant SOP'sPerform and support daily tasks that maintain the integrity of the branch (balance ATM, process night drop, balance negotiable instruments, process returned mail, balance credit card machine, monitor lobby rate sheets and brochures)Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.Provides an extraordinary customer experienceOther tasks as assigned All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents including the Code of Conduct. Minimum Job Requirements: High School Diploma or GED1+ years Client Service Specialist experienceBilingual preferredAbility to work in a fast-paced, cash handling environmentMaintain a professional demeanor at all timesStrong organizational and time management skillsAbility to work effectively as part of a teamAbility to pass Client Service Specialist training programsAbility to develop and maintain working knowledge of Columbia Bank policies, procedures and systemsMay back up some duties of the Personal Banker and/or Assistant Manager with operational duties and tasksBuilding capabilities to identify relationship building opportunities (such as outbound telephone calls to customers, etc.)Provides basic guidance to less experienced Client Service Specialists when needed Physical and Mental Requirements: Ability to perform repetitive finger, hand, and arm movementsAbility to lift up to 15lbs.Ability to effectively discern information and formulate appropriate actionAbility to reach, squat, bend, and manually manipulate standard office equipmentAbility to drive to various locationsAbility to think critically and provide appropriate solutions Values and Behaviors: Build enduring RELATIONSHIPS with clients and each other.Drive INNOVATION that simplifies life and work.Seek continuous GROWTH in your personal and professional development.Commit with HEART to serve others.Extend TRUST in order to receive it. At Columbia Bank we don't just accept difference, we advocate it, encourage it, and celebrate it for the benefit of our employees, our services and our community. We're proud to be an Equal Opportunity Employer. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Keywords: Columbia Bank, Vancouver , Client Service Specialist II, Other , Vancouver, Washington

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