Branch Services Representative

Branch Services Representative

Job Description:

The duties and responsibilities of a Branch Services Representative entail handling various financial transactions on behalf of customers at a financial institution.

Branch Services Representatives are central to upholding the bank's Breakthrough Client Service Standards and are often the initial point of contact for customers. Under the supervision of the Branch Manager and Assistant Branch Manager, Branch Services Representatives are responsible for performing banking transactions with accuracy, integrity, and compliance with Columbia Bank policies and industry regulations. They also play a key role in building and strengthening client relationships by engaging in meaningful conversations to identify client needs and uncover opportunities to recommend additional banking solutions.

Responsibilities include:

• Consistently executes teller transactions and cash management duties for customers with accuracy and discretion.
• Performs and supports daily operational tasks necessary to maintain the integrity of branch operations.
• Minimizes risk of loss by properly securing cash in the drawer and accurately processing or transferring funds.
• Engages with internal and external customers, anticipates needs, and delivers proactive solutions and issue resolution in alignment with the bank’s Breakthrough Client Service Standards.
• Maintains knowledge of Columbia Bank’s products and services and stays current with updates and changes.
• Identifies and evaluates customers’ financial needs to recommend appropriate financial solutions.
• Supports branch referral goals by identifying opportunities and referring customers to suitable banking products and services.

Why Join Us:

• Competitive incentive plan rewarding performance and dedication.
• Customized premier banker training programs focused on professional development.
• Clear career advancement opportunities with defined growth pathways.

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 personal and professional support.
• 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 days, volunteer days, and holidays.

Qualifications include:

• High school diploma or GED required.
• One year of prior banking or customer service experience preferred.
• Bilingual skills preferred.
• Ability to understand and comply with banking regulations, procedures, and technology platforms.
• Demonstrates strong accuracy and attention to detail when handling numbers, verbal instructions, and written communications.
• Consistently demonstrates the ability and willingness to build relationships with customers and colleagues.

Our Dedication to Diversity:

Columbia Bank is committed to fostering a diverse and inclusive workplace and is proud to be an equal opportunity and affirmative action employer. Employment decisions are made without regard to race, color, religion, gender, age, sexual orientation, veteran status, disability, or any other protected characteristic. We value diversity and encourage applicants from all backgrounds to apply.

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