Client Service Specialist I

Client Service Specialist (Teller) Job

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.

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'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.

Responsibilities include :

• Always performs teller transactions and cash handling functions for clients with accuracy and confidentiality. Examples include deposits, withdrawals, cash advances, payments, transfers, check cashing, balancing cash drawer, etc.
• Accurately performs and supports daily tasks that maintain the integrity of the branch. Examples include 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.
• Mitigate risk by ensuring safekeeping of money in 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 stays current on changes.
• Discuss and uncover customer's financial needs to identify and offer appropriate products and services.
• Display curiosity in order to identify fraudulent activity.
• Read, understand, and follow all relevant operational procedures.
• Support referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.
• Provide an extraordinary client experience during face to face, phone, and electronic interactions.

Qualifications include :

Be a part of a bank that invests in you!

Job Location(s) : Ability to work fully onsite at posted location.

7480 El Camino Real

Atascadero, CA 93422

Our Benefits :

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00 - $22.00, 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 :

careers@columbiabank.com