Job Description

Job Description

Job Description

Job Title: Banking Specialist I

Department: Montrose Deposit Operations

Reports To: Assistant Deposit Operations Leader

Status: Non-Exempt

Salary Range: $32,300 - $43,700

Who We Are

At Timberline Bank, our people are our most valuable asset. We seek qualified employees who enjoy people, are innovative, and who are eager to learn. We, in return, provide opportunities for personal advancement and professional growth. The driving force behind our dedication to providing a "Better, Faster, Easier. -Always." experience is the Timberline Team. From the moment you enter the building, we greet you as a person, not an account number-our belief in the value of exceeding customers' high expectations is what makes Timberline Bank a bank here for our community. Our commitment has been and always will be to provide high-quality personalized customer service. With the Timberline personal touch, the level of customer support is unparalleled. We want to support you and your financial well-being, whether through your personal or commercial needs. Each customer contributes to the success of our small business. TO US, IT IS PERSONAL.

What We Value

At Timberline Bank, the core of our culture is in the following values. We believe heavily in fulfilling each one of these to the highest degree. Our culture is the foundation of who we are as a team, and as a business.

1. Exceeding Customers’ High Expectations
2. Empowering a Dedicated Team
3. Having Fun While Winning
4. Passionate About our Communities
5. Value Added Resource for our Customers (Trusted Advisor)

Position Summary

This position is responsible for providing quality customer service in processing customer transactions. Quality customer service includes accurate, efficient, courteous, and friendly transaction processing and cash handling. Adequate product knowledge is necessary to refer sales leads and to problem solve on an ongoing basis. The career progression is to move to a Banking Specialist II when efficient in all necessary skills as determined by supervisor.

Essential Duties and Responsibilities

• Provide quality customer service promptly and courteously at all times.
• Process teller transactions accurately and efficiently.
• Meet the required standards established for cash handling and cash disbursement.
• Accurately meet policy requirements for teller drawer balancing.
• Determine the customers’ needs, offer solutions to meet those needs and problem solve on an ongoing basis.
• Assist customer with queries concerning bank services.
• Follow established audit, security and compliance guidelines.
• Required to attend and actively participate in all Deposit Operations, Risk Management, and other trainings.
• Ability to meet goals for rocks as assigned by Deposit Operations Leader.
• Duties may be expanded on as experience and professional goals are achieved.

Knowledge, Skills, and Abilities

• High School Diploma or GED.
• Knowledge of banking services and products to offer solutions to meet our customers’ needs.
• Maintain a current knowledge of all regulations, including BSA, along with demonstrating a knowledge and understanding of the Bank’s policies and procedures.
• Proficient in computer software programs including Excel, Word, Power Point and Publisher.
• Ability to work on a computer/stand/sit for extended periods of time, ability to move to various locations promptly.
• Excellent verbal and written communication skills.
• Team player with a strong, team-focused attitude.
• Ability to lift coin boxes (approx. 50 lbs.).

Key Competencies

• Be Thorough: Ensure that work is completed thoroughly and correctly; prepare carefully for meetings and presentations; and follow up with others to ensure that agreements and commitments have been fulfilled.
• Achieve Results: Complete tasks on a timely basis and based on an understanding of the priorities.
• Establish and Maintain Personal Credibility: Consistently model behavior for employees and management that is perceived as responsible, reliable, and ethical.
• Communicate Effectively: Express oneself clearly in interactions with others, both verbally and in writing. Notice, interpret, and anticipate employees’ needs and concerns.
• Relationship Building: Ability to effectively build relationships with vendors, management, and staff.
• Time Management: Ability to effectively utilize available time for the completion of necessary job tasks.

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