This 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.
Performs cash handling functions (deposits, withdrawals, cash advances, payments, transfers, check cashing, etc.)
Balancing cash drawer and Client Service Specialist transactions
Learning basic knowledge of new and existing products and services
Discuss and access customer's financial needs to identify and offer appropriate products and services
Secure against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds
Identify fraudulent activity
Read, understand and follow all relevant SOP's
Perform 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 experience
Other tasks as assigned
MINIMUM JOB REQUIREMENTS
High School Diploma or GED
Some experience in customer service preferred
Ability to work in a fast-paced, cash handling environment
Maintain a professional demeanor at all times
Strong organizational and time management skills
Ability to work effectively as part of a team
Ability to pass Client Service Specialist training programs
Ability to develop and maintain working knowledge of Columbia Bank policies, procedures and systems
Builds relationships with customers and internal teammates
OUR CORE BEHAVIORS
Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
Work Ethic. Be willing to go the extra mile for the customer, whether internal or external.
Influence. Be an active player in participating, building and contributing to service.
Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the customer, increase personal satisfaction and improve Columbia Bank.
Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
Problem Solving. Bring creative, problem-solving mentality to every situation. See alternatives, take initiative and assume responsibility for your actions.
Communication. Keep others informed and up-to-date. Actively listen and learn from each other.
Have a sense of community: We firmly believe that we're only as strong as the communities we serve. Your involvement is an important part of who we are.
PHYSICAL AND MENTAL REQUIREMENTS
Ability to sit at a computer monitor for extended periods of time
Ability to perform repetitive finger, hand, and arm movements
Ability to lift up to 15lbs
Ability to effectively discern information and formulate appropriate action
Ability to reach, squat, bend, and manually manipulate standard office equipment
Ability to drive to various locations
Ability to think critically and provide appropriate solutions
Columbia Banking System, Inc.