Universal Banking Specialist I or II

at timberline bank, we're more than just a local bank—we're a vibrant community dedicated to exceptional service. Our motto, "better, faster, easier—always," reflects our commitment to delivering excellence with a personal touch. As a locally owned institution, we take pride in treating each customer as an individual, not just an account number.

at timberline bank, our culture revolves around empowering our team from within, as seen in our commitment to internal promotions and our tiered departments that offer room for growth. We are a community-focused bank that actively reinvests in local initiatives, demonstrating our dedication to the areas we serve. As trusted advisors, we aim to teach our customers the rule book of banking, helping them achieve their financial goals and guiding them on how to reach their targets.

We believe in enjoying our work and celebrating success together, whether through internal events, recognizing milestones, or participating in our sports and book clubs. At timberline bank, you'll find a workplace that values personal growth, community involvement, and a collaborative spirit.

timberline bank offers a comprehensive benefits package for full-time employees, including health, dental, and vision insurance (with most plans fully employer-paid), paid time off starting at 16 days annually plus paid bank holidays, a 401(k) plan with a 5% match in timberline bank stock after six months, a $2,000 monthly housing stipend or employee housing options near the aspen branch (based on availability), gym reimbursement, ski pass contribution, tuition reimbursement, employee assistance programs, and opportunities to participate in bank-sponsored clubs and activities.

status: full-time, non-exempt

salary range: $45,000 – $60,000

housing stipend: $2,000 per month

reports to: assistant retail banking manager

the universal banking specialist i is a versatile, entry-to-intermediate level role that combines teller functions with new account services. This position focuses on delivering strong customer service, supporting daily branch operations, and building foundational banking knowledge. In this position, you will provide exceptional service to both business and personal clients, handling a variety of banking tasks to ensure a smooth and efficient customer experience.

Your role will be pivotal in supporting branch operations and delivering tailored solutions to meet client needs

• provide quality customer service promptly and courteously at all times.
• determine customer needs, offer solutions, and engage in problem-solving.
• maintain confidentiality regarding sensitive customer and proprietary information.
• handle morning duties, including phone calls to customers regarding ach returns, non-post items, chargebacks, inactive/dormant accounts, red flags, vods, and account documentation.
• serve as the primary representative for online banking resets.
• open consumer accounts after completing the developmental training program.
• diagnose and troubleshoot technical issues in person, over the phone, and via email efficiently and professionally.
• open all “walk-in” personal deposit accounts and assist customers with service inquiries.
• accurately process all teller transactions and ensure proper cash handling and balancing.
• investigate and resolve fraudulent debit card transactions, travel exceptions, and debit card requests.
• assist with domestic and international wire transfers and coordinate with the wire team.
• attend internal trainings including new accounts, risk management, deposit operations, security, and customer excellence.
• meet assigned performance goals (“rocks”).
• duties may expand as experience…