Client Service Specialist

Client Service Specialist

At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.

About the Role

As the first point of contact for most clients, the Client Service Specialist (Teller) plays a key role in delivering on the bank's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager, the Client Service Specialist role's primary responsibility is to ensure banking transactions are performed accurately, ethically, and in compliance with Columbia Bank procedures and banking regulations. The CSS role is also responsible for maintaining and enhancing client relationships through meaningful conversations that uncover client needs and identify opportunities to provide additional bank products and services.

The Client Service Specialist role includes :

• Performing teller transactions and cash handling functions for clients with accuracy and confidentiality.
• Maintaining the integrity of the branch by performing daily tasks such as appropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, etc.
• Mitigating risk by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds.
• Interacting with external and internal clients, anticipating needs, and consistently providing proactive solutions and problem resolutions in alignment with the bank's Breakthrough Client Service Standards.
• Continuously deepening knowledge of Columbia Bank's product and service offerings and staying current on changes.
• Discussing and uncovering customer's financial needs to identify and offer appropriate products and services.
• Displaying curiosity in order to identify fraudulent activity.
• Reading, understanding, and following all relevant operational procedures.
• Supporting referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.
• Providing an extraordinary client experience during face to face, phone, and electronic interactions.

About You

The ideal candidate will have :

Job Location(s)

Ability to work fully onsite at posted location. 6061 Stanford Ranch Road Rocklin, CA 95765.

Our Benefits

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18 to $22, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email : [email protected].