CLIENT SUCCESS CHAMPION II

Sound Community Bank•Seattle, WA

5d•$21 - $32•Onsite

About The Position

The Client Success Champion II (CSC II) delivers personalized, efficient, accurate, and professional customer service through a video system or by providing branch relief coverage. The role includes CSC I duties such as processing teller transactions, answering phones, following up on customer inquiries, and assisting with branch support tasks. The CSC II also opens and maintains accounts and may back up the Client Relationship Officer I. Retail employees identify referral opportunities and make qualified referrals to branch leadership and business partners. The schedule is Monday through Friday and averages 35 hours per week. Branch hours include Saturday hours, and the employee must be able to travel to retail branch locations as needed. The role requires compliance with regulatory requirements, including the Bank Secrecy Act, and the ability to lift 25 pounds. The CSC II supports branch sales and service goals, processes client transactions, opens and maintains consumer accounts, assists with wire transfers, communicates effectively with clients and colleagues, and contributes to team training and development. Compensation is $21.30–$31.70 per hour, with eligibility for a quarterly incentive bonus of up to 10% of quarterly wages based on personal and branch performance goals.

Requirements

High school diploma or equivalent.
At least 1 year of teller experience or equivalent experience and education.
Comfort with emerging technologies, including virtual client interactions.
Ability to operate multiple computer programs simultaneously and multitask.
Excellent relationship-building and interpersonal skills.
Strong customer focus, effective listening, and professional communication skills.
Cash-handling skills and a good balancing record.
Strong attention to detail and organizational skills.
Flexibility when priorities shift and ability to work independently and as part of a team.
Ability to provide cross-training.
Ability to work in a fast-paced environment.
Ethical behavior and understanding of confidentiality requirements.
Availability to work branch hours that include Saturdays.
Ability to travel to retail branch locations as needed.
Ability to lift 25 pounds.
Ability to ensure compliance with regulatory requirements, including the Bank Secrecy Act.

Nice To Haves

Proficiency with CMSE, DO2, Teller Insight, Chex Systems, and Verafin.
Conversant with all deposit product types, including IRA and HSA accounts.

Responsibilities

Support organizational sales objectives and campaigns by cross-selling products and referring clients to appropriate business lines.
Provide excellent customer service, respond to client inquiries and requests within service standards, and resolve or refer problems.
Conduct relationship reviews with existing clients to maintain rapport and identify additional business needs.
Open accounts for new and existing clients, help clients select suitable accounts, complete and route forms accurately, and track account follow-up.
Obtain new-account and overdraft-protection approvals using appropriate tools, and link client accounts for online and mobile banking.
Make client and prospective-client calls, follow up on inquiries, and conduct business-development calls.
Complete required compliance and other training, and participate in self-development and training to improve productivity.
Process client financial transactions accurately and efficiently, balance the cash drawer, and complete general tasks such as forms, files, and daily reports.
Assist with wire transfers at client request and submit required transaction forms to the appropriate department.
Perform consumer account maintenance and comply with BSA and other applicable regulations, including identifying suspicious activity and completing required reports.
Communicate professionally and effectively in verbal and written form; gather, analyze, and integrate information to find solutions for clients.
Participate in team meetings, accept coaching and responsibility for actions, and provide cross-training and feedback to management.
Work cooperatively with the Client Success Manager and Relationship Manager to resolve client issues.
Accept additional duties and provide support wherever and whenever needed to help ensure organizational success.
Demonstrate behavior aligned with Sound Community Bank’s core values and participate in volunteering.

Benefits

Quarterly incentive bonus of up to 10% of quarterly wages based on personal and branch performance goals.
Health, dental, and vision insurance plans for employees and dependents.
Employer-paid group life and AD&D insurance.
Wellness Program discount toward medical insurance premiums.
Employee Assistance Program.
401(k) plan options with up to 3.5% employer match.
Employee Stock Ownership Program (ESOP).
Voluntary benefits including Health Savings Account (HSA), voluntary life and AD&D, accident plan, critical illness coverage, short-term disability, long-term disability, Flexible Spending Account (FSA), and dependent care account.
Two weeks of paid vacation.
Paid employee days for birthday and hire-date anniversary.
Paid Sick and Safe Time (7 days per year).
Bank-paid holidays (11 per calendar year).
Tenure Bonus Program.
Continuing education and tuition assistance up to $2,500 per year.
Student loan debt repayment up to $100 per month.
ORCA Passport, transportation alternatives, or benefit allowance.
Charitable donation matching program.
Gym/health monthly reimbursement.
Pet insurance monthly reimbursement.
Employee mortgage and consumer loans.
Banking services without normal service charges.
Employee Recognition Program.