Commercial Deposit Specialist II - Mountlake Terrace (Redstone II) Office

Job Details

Level: Experienced

Job Location: Redstone II - Mountlake Terrace, WA

Position Type: Full Time

Education Level: High School

Salary Range: $20.00 - $27.89 Hourly

Job Shift: Day

Job Category: Banking

Description

This position is located out of our Mountlake Terrace (Redstone II) office and is not a remote position.

A GREAT PLACE TO WORK AND BANK

Join our team! 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams!

If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work for 8 years in a row and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5 star Bank in Washington State by Bauer Financial, an independent bank rating firm.

POSITION SUMMARY:

Assist the Commercial Deposits Team in fostering relationship banking by delivering dynamic customer service to commercial banking clients. The Commercial Deposit Specialist will report to the Assistant Commercial Deposit Manager (ACDM) then to the Commercial Deposit Manager, as applicable. In this position the CDS will be responsible for assisting with paperwork for on-boarding clients and deepening relationships with existing clients. Our CDS will be a point of contact, along with the team, for larger clients, such as property management firms, construction companies, and real estate developers. Our candidate must be comfortable with in person, over the phone and email correspondence, to be able to handle providing solutions to clients in a professional and timely manner and should be able to help facilitate cross selling opportunities. The CDS position must be knowledgeable in, or show a willingness to learn, the Bank's business checking products; be able to answer questions from clients about our Cash Management products including, Online Banking, ACH, Wires, EFTPS Payments, and Remote Deposit Capture. The Commercial Deposit Specialist should be passionate about the Bank's customer service model by focusing on WOW opportunities and providing support to the Commercial Deposits team, Treasury Management Officer, Cash Management Officers, Relationship Managers and others. This position is responsible for the oversight of a portion of the Bank's daily operations and must support the guidelines of compliance when it comes to opening accounts, daily operations and corresponding with clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

• Perform assigned duties in accordance with the Bank's Core Values and provide the Banks' customers with exceptional service in accordance with the Bank's service standards.

• Support the Bank's customer culture and recognize cross-selling opportunities for Bank products and services that truly fit the client and better serve their business; and continually reinforce those values with the Commercial Deposits Team.

• Assisting with transfers, check orders, account maintenance, account opening, and other servicing needs for commercial clients.

• Provide direct assistance to the Commercial Deposits portfolio of customers via multiple communication channels.

• Educate and train customers in the risks and requirements of treasury management services, and banking in general.

• Collaborate and work closely with internal teams - one bank one mission.

• Provide assistance to the client with trouble shooting, questions or navigation of our Cash Management Services/Online Banking.

• Passion for managing larger clients with multiple entities and complex daily needs.

• Participates in community events and business/service organizations.

• Maintains a knowledge of financial industry status and trends.

• Refers inquiries to the appropriate department or person, and the necessary follow through with customers and/or staff involved.

• Assist in the continued efforts of maintaining and passing the banks compliance audits.

• Willingness to assume responsibility for special projects; gathers data and prepares reports for management, audits and other personnel.

• Ability to multitask and prioritize job responsibilities.

• Provide timely and responsive customer service.

• Supports management decisions and goals in a positive, professional manner and represents the Bank with a high level of integrity.

• Maintain a thorough knowledge of bank policies and procedures.

• Perform other duties as assigned.

YOU WILL BE ELIGIBLE FOR

• Full medical, dental, and vision coverage for individual or family plan.

• Life insurance.

• Long- and short-term disability insurance.

• 401K matching program.

• Paid sick and vacation time.

OUR CORE VALUES

• Relationship Driven - we strive to "WOW" (surprise, excite and delight) each other and our customers.

• Ethical - fair, honest and act with integrity.

• Lead by Example - maintain a positive attitude, show respect for others, and have some fun!

• Accountable - we take our responsibilities seriously and we meet our commitments with urgency.

• Team Player - dependable, enthusiastic contributor to team success and to the greater good of the bank.

• Embrace Dreams - we encourage each other to reach for our dreams.

• Diversity - we celebrate diversity and support equality for all.

• Community Oriented - we actively support our communities and the Bank's CRA initiatives.

• Open and Honest Communication - always professional, responsive, and timely.

Qualifications

EDUCATION and/or EXPERIENCE

• High School Diploma and 3 years of banking experience; preferably business banking, negotiable based on other combinations or education and work experience.

• Time management, problem solving, and project management skills.

• Communication and interpersonal skills; client service focused.

• Ability to work under minimal supervision and multitask in a fast-paced environment.

• Demonstrate time management, organization, sense of urgency.

• Computer skills including Windows-based software, word processing and spreadsheet applications, internet usage, electronic mail, and bank software.

• Effective oral and written communication skills.

• Knowledge of deposit products and services, preferred.

• Knowledge of deposit policies and procedures, preferred.

COMPUTER SKILLS

To perform this job successfully, an individual should have advanced skills in Microsoft Office Products, Zoom and Microsoft Teams.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The employee will primarily operate in a general office environment, using office equipment such as a phone and a computer.

• The noise level in the work environment is usually quiet to moderate as compared to a private office with light foot traffic and office equipment. The employee must be able and willing and able to interact frequently with the general public.

• This position may require occasional travel. Employee must have reliable transportation and be able and willing to drive when needed.