Financial Services Associate

Financial Services Associate

Job Description:

The role of a Financial Services Associate involves processing deposits, withdrawals, and loan payments accurately and efficiently for clients.

Supervised by the Branch Manager and Assistant Branch Manager, Financial Services Associates play a vital role in upholding the bank's Breakthrough Client Service Standards. Their primary responsibility is to perform banking transactions with accuracy, integrity, and compliance with Columbia Bank procedures and regulatory requirements. In addition, they support the growth of strong client relationships by engaging in meaningful conversations that uncover financial needs and identify opportunities to provide additional banking products and services.

Responsibilities include:

• Handles teller transactions and cash responsibilities for clients with accuracy and confidentiality at all times.
• Executes and supports daily operational duties essential to maintaining the integrity of branch operations.
• Minimizes risk by securely safeguarding cash in the drawer and promptly processing accounting or fund transfers.
• Builds relationships with internal and external clients, anticipates needs, and consistently delivers proactive solutions and problem resolution in alignment with the bank’s Breakthrough Client Service Standards.
• Maintains up-to-date knowledge of Columbia Bank’s products and services and remains informed of any changes.
• Assesses customer financial needs to identify and recommend appropriate products and services.
• Supports branch referral objectives by identifying opportunities and referring customers to appropriate banking partners.

Why Join Our Team:

• Competitive incentive plan that rewards commitment and performance.
• Specialized premier banker programs designed to enhance professional development.
• Clear and transparent career progression opportunities.

Our Benefits:

• Competitive base wages.
• Comprehensive healthcare coverage, including medical, dental, and vision plans.
• 401(k) retirement savings plan with employer matching contributions for qualifying deposits.
• Employee Assistance Program (EAP) offering confidential counseling and support resources.
• Life insurance and disability insurance coverage.
• Tuition assistance.
• Mental health resources.
• Identity theft protection.
• Legal support services.
• Auto and home insurance options.
• Pet insurance.
• Access to an online discount marketplace.
• Paid time off, including vacation, sick leave, volunteer time, and holidays.

Qualifications include:

• High school diploma or GED required.
• One year of banking or customer service experience preferred.
• Bilingual skills preferred.
• Ability to understand and follow bank policies, procedures, and technology systems.
• Demonstrates strong attention to detail and accuracy with numerical data and written or verbal instructions.
• Consistently demonstrates the ability and willingness to build strong relationships with clients and colleagues.

Our Commitment to Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to building, 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 protected characteristic.

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