Columbia Bank
Client Service Specialist I - Part Time 20 hours
Columbia Bank, Petaluma, California, United States, 94954
Client Service Specialist I – Part Time 20 hours
Join to apply for the
Client Service Specialist I – Part Time 20 hours
role at
Columbia Bank .
About Us 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 primary responsibility is to ensure banking transactions are performed accurately, ethically, and in compliance with Columbia Bank procedures and banking regulations. This role also involves maintaining and enhancing client relationships through meaningful conversations that uncover client needs and identify opportunities to provide additional bank products and services.
Accurately perform teller transactions and cash handling functions for clients (deposits, withdrawals, cash advances, payments, transfers, check cashing, balancing the cash drawer, etc.).
Support daily tasks that maintain the integrity of the branch (double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing the credit card machine, updating lobby rate sheets and brochures, etc.).
Mitigate risk by ensuring safekeeping of money in the cash drawer and prompt accounting or transfer of funds.
Interact with external and internal clients, anticipate needs, and consistently provide proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.
Continuously deepen knowledge of Columbia Bank's product and service offerings and stay current on changes.
Discuss and uncover customers’ financial needs to identify and offer appropriate products and services.
Display curiosity to identify fraudulent activity.
Read, understand, and follow all relevant operational procedures.
Support referral goals for the branch by focusing on and identifying basic bank products and referring them to the appropriate business partner.
Provide an extraordinary client experience during face‑to‑face, phone, and electronic interactions.
About You
High School Diploma or GED, required.
1 year of previous banking or customer service experience, preferred.
Bilingual preferred.
Ability to learn and comply with all bank policies, procedures, and systems.
Demonstrates exceptional attention to detail and accuracy with written numbers, words, and verbal and written instructions.
Consistently demonstrates the ability and willingness to build relationships with clients and other bank associates.
Ability to think critically and provide appropriate solutions.
Requires reading, writing, and basic math skills.
Ability to lift up to 25 pounds.
Ability to stand for extended periods of time.
Benefits
Competitive Incentive Plan: Earn rewards that match your efforts.
Professional Development: Grow your skills with our tailored premier banker programs.
Career Growth: Clear paths to achieve your professional goals.
Job Location(s) Petaluma, CA. Ability to work fully onsite at posted location.
Our Compensation Pay range $18–$24/hr, pay rate dependent on non‑discriminatory factors. Eligibility for performance‑based incentive compensation. Detailed info provided during recruitment.
Our Benefits Package Comprehensive healthcare coverage (medical, dental, vision), 401(k) with employer match, employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, discount marketplace, paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following hire for associates scheduled at least thirty hours weekly.
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, veteran status, disability, or any other protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email:
email@example.com .
Agency Statement Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee; any such submissions will be considered unsolicited unless requested directly by the Talent Acquisition team.
Seniority Level
Entry level
Employment Type
Part‑time
Job Function
Other
Industries
Banking
Contact Information Referrals increase your chances of interviewing at Columbia Bank by 2x. Get notified about new Client Services Representative jobs in
Petaluma, CA .
#J-18808-Ljbffr
Client Service Specialist I – Part Time 20 hours
role at
Columbia Bank .
About Us 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 primary responsibility is to ensure banking transactions are performed accurately, ethically, and in compliance with Columbia Bank procedures and banking regulations. This role also involves maintaining and enhancing client relationships through meaningful conversations that uncover client needs and identify opportunities to provide additional bank products and services.
Accurately perform teller transactions and cash handling functions for clients (deposits, withdrawals, cash advances, payments, transfers, check cashing, balancing the cash drawer, etc.).
Support daily tasks that maintain the integrity of the branch (double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing the credit card machine, updating lobby rate sheets and brochures, etc.).
Mitigate risk by ensuring safekeeping of money in the cash drawer and prompt accounting or transfer of funds.
Interact with external and internal clients, anticipate needs, and consistently provide proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.
Continuously deepen knowledge of Columbia Bank's product and service offerings and stay current on changes.
Discuss and uncover customers’ financial needs to identify and offer appropriate products and services.
Display curiosity to identify fraudulent activity.
Read, understand, and follow all relevant operational procedures.
Support referral goals for the branch by focusing on and identifying basic bank products and referring them to the appropriate business partner.
Provide an extraordinary client experience during face‑to‑face, phone, and electronic interactions.
About You
High School Diploma or GED, required.
1 year of previous banking or customer service experience, preferred.
Bilingual preferred.
Ability to learn and comply with all bank policies, procedures, and systems.
Demonstrates exceptional attention to detail and accuracy with written numbers, words, and verbal and written instructions.
Consistently demonstrates the ability and willingness to build relationships with clients and other bank associates.
Ability to think critically and provide appropriate solutions.
Requires reading, writing, and basic math skills.
Ability to lift up to 25 pounds.
Ability to stand for extended periods of time.
Benefits
Competitive Incentive Plan: Earn rewards that match your efforts.
Professional Development: Grow your skills with our tailored premier banker programs.
Career Growth: Clear paths to achieve your professional goals.
Job Location(s) Petaluma, CA. Ability to work fully onsite at posted location.
Our Compensation Pay range $18–$24/hr, pay rate dependent on non‑discriminatory factors. Eligibility for performance‑based incentive compensation. Detailed info provided during recruitment.
Our Benefits Package Comprehensive healthcare coverage (medical, dental, vision), 401(k) with employer match, employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, discount marketplace, paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following hire for associates scheduled at least thirty hours weekly.
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, veteran status, disability, or any other protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email:
email@example.com .
Agency Statement Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee; any such submissions will be considered unsolicited unless requested directly by the Talent Acquisition team.
Seniority Level
Entry level
Employment Type
Part‑time
Job Function
Other
Industries
Banking
Contact Information Referrals increase your chances of interviewing at Columbia Bank by 2x. Get notified about new Client Services Representative jobs in
Petaluma, CA .
#J-18808-Ljbffr