Banking Operations Specialist

Banking Operations Specialists

Job Summary:

As a key point of contact for clients, Banking Operations Specialists play an essential role in delivering the bank’s Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager, the primary responsibility of this role is to ensure banking transactions are completed accurately, ethically, and in full compliance with Columbia Bank procedures and banking regulations. This position also supports the development and maintenance of strong client relationships through meaningful conversations that identify client needs and opportunities for additional banking products and services.

Responsibilities include:

• Executes banking transactions and cash-handling activities with precision, confidentiality, and professionalism.
• Effectively performs and maintains daily operational tasks that protect the integrity of the branch.
• Mitigates risk by securely maintaining cash drawers and promptly completing accounting or fund transfers.
• Builds relationships with internal and external clients, anticipates needs, and consistently provides proactive solutions in alignment with the bank’s Breakthrough Client Service Standards.
• Continuously expands knowledge of Columbia Bank’s products and services and remains informed of changes.
• Analyzes customer financial needs to identify and recommend appropriate banking products and services.
• Supports branch referral objectives by identifying opportunities and directing customers to appropriate banking partners.

Connect with a financial institution that is invested in helping you thrive:

• Competitive incentive plan offering rewards aligned with individual performance.
• Specialized premier banker training programs focused on professional and personal growth.
• Clear career advancement pathways to support long-term success.

Our Benefits:

• Competitive base wages.
• Comprehensive healthcare coverage including medical, dental, and vision plans.
• 401(k) retirement savings plan with employer match for qualifying employee contributions.
• Employee Assistance Program (EAP) offering confidential support and guidance.
• 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 days, sick leave, volunteer days, 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 comply with all bank policies, procedures, and technology platforms.
• Demonstrated attention to detail and accuracy when working with numbers and written or verbal instructions.
• Proven ability and willingness to build and maintain positive relationships with clients and colleagues.

We make a firm pledge to uphold and promote 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.

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