Client Service Specialist

Essential Job Functions:

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

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.

High School Diploma or GED
Some experience in customer service preferred.
Bilingual 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

Physical and Mental Requirements:

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
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.
Notice to Agency and Search Firm Representatives:
We do not accept unsolicited resumes from agencies and/or search firms. Agencies must obtain advance written approval from Columbia Bank’s Talent Acquisition team to submit resumes, and then only in conjunction with a valid fully-executed written requisition contract for service and in response to a specific job opening. Resumes submitted to any Columbia Bank employee by a third party agency and/or search firm without a valid written and signed requisition search agreement, will become the sole property of Columbia Bank.  Columbia Bank will not pay a fee to any Agency that does not have such agreement in place.  No employee outside of Columbia Bank’s Talent Acquisition team has the authority to enter into a requisition search agreement.