Transaction Specialist

Transaction Specialists

Job Description:

Transaction Specialists are expected to demonstrate proficiency in banking systems, software, and equipment to efficiently process transactions while delivering high-quality service to customers.

As a key point of contact for clients, Transaction Specialists play an important 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 compliance with Columbia Bank procedures and applicable banking regulations. This position also focuses on building and maintaining strong client relationships through meaningful conversations that uncover customer needs and identify opportunities to offer additional bank products and services.

Responsibilities include:

• Ensures accurate and confidential execution of financial transactions and cash-handling activities.
• Performs daily operational tasks efficiently to maintain the integrity and security of the branch.
• Minimizes risk by securely managing cash drawers and promptly completing accounting or fund transfers.
• Engages with internal and external customers, anticipates needs, and consistently delivers proactive solutions in alignment with the bank’s Breakthrough Client Service Standards.
• Maintains a thorough and up-to-date understanding of Columbia Bank’s products and services.
• Identifies customer financial needs and recommends appropriate banking products and services.
• Supports branch referral goals by identifying opportunities and referring customers to appropriate business partners.

Join a financial institution that invests in your talents and aspirations:

• Competitive incentive plan offering rewards aligned with individual performance.
• Customized premier banker training programs designed to enhance skills and career development.
• Clear career advancement paths to support long-term professional 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 contributions.
• Employee Assistance Program (EAP) providing 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 days, sick leave, volunteer days, and holidays.

Qualifications include:

• High school diploma or GED required.
• One year of prior banking or customer service experience preferred.
• Bilingual preferred.
• Ability to learn and comply with all bank policies, procedures, and systems.
• Exceptional attention to detail and accuracy when handling numerical data and written or verbal instructions.
• Demonstrated ability and commitment to building positive relationships with customers and fellow bank associates.

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.

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