Client Services Specialist I

Community First BankKennewick, WA
271d$17 - $22

About The Position

At Community First Bank and HFG Trust, our mission is to be Your Financial Partner for Life. To us, that means delivering all of your financial needs under one roof and offering a diverse range of services. Committed to innovation, we're constantly exploring new solutions to revolutionize the way you manage your finances. Your financial well-being is our priority, and we're here to elevate your experience every step of the way. We treat our team just as we do our clients: with a high level of respect and appreciation. This has created a culture where our entire team is committed to the long-term objectives of the organization and, most importantly, to being an organization they are proud to be a part of and personally choose to do business. We offer a safe, fun, and rewarding place to work with ample opportunities to learn and grow. We facilitate an environment of freedom, respect, mentoring, and fulfillment.

Requirements

  • Requires High School Diploma or equivalent.
  • Requires six (6) months of cash handling and client service experience.
  • Six (6) months of banking experience preferred.

Nice To Haves

  • Excellent customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both clients and co-workers.
  • Proven skills and ability to work with electronic banking products and services.
  • Mathematical skills.
  • Strong communication and organizational skills.
  • Detail-oriented, high degree of accuracy.
  • Competence with computers, telephone, 10-key calculator, and other office machinery.

Responsibilities

  • Provide remarkable service to our clients every day including following the defined Service Standards as determined by the Company.
  • Maintain a high level of security for all our clients on each and every transaction by following bank-established protocols each and every time.
  • On an interim basis, support our Deposit Operations team with online banking calls and questions.
  • Assist with validating information as we implement a new online banking platform.
  • Maintain an adequate cash drawer at all times, including buying and selling currency from the vault as necessary.
  • Conduct routine transactions within limits and established guidelines (cash checks, accept deposits and loan payments, process withdrawals).
  • Verify cash and process change orders.
  • Identify transaction mistakes when debits and credits do not balance.
  • Process transactions such as night deposits and mail deposits.
  • Process Health Savings Transactions.
  • Order foreign currency/drafts, and place travel notices.
  • Balance and submit batches throughout the day.
  • Balance cash drawer at end of shift, verify Deposit Review and conduct close of day after all batches have been submitted.
  • Proficiently process wire transfer requests after completing appropriate training.
  • Provide additional products including Cashier's Checks, Personal Money Order.
  • Provide routine information concerning bank services and products including account information and copies of statements.
  • Assist clients in accessing safety deposit boxes.
  • Accept stop payment on checks.
  • Document scanning and reviewing.
  • Proficiently answer client phone inquiries.

Benefits

  • Equal Opportunity Statement: Community First Bank & HFG Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Credit Intermediation and Related Activities

Education Level

High school or GED

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