New Accounts Specialist II

job title: business banking specialist ii

department: retail sales team

salary: $39,525 – $53,475

status: non-exempt

who we are

at timberline bank, our people are our most valuable asset. We seek qualified employees who enjoy people, are innovative, and who are eager to learn. We, in return, provide opportunities for personal advancement and professional growth. The driving force behind our dedication to providing “better, faster, easier.

-always." experience is the timberline team. From the moment you enter the building, we greet you as a person, not an account number- our belief in the value of exceeding customers' high expectations is what makes timberline bank a bank here for our community. Our commitment has been and always will be to provide high-quality personalized customer service. With timberline personal touch, the level of customer support is unparalleled.

We want to support you and your financial well-being, whether through your personal or commercial needs. Each customer contributes to the success of our small business. To us, it is personal.

what we value

at timberline bank, the core of our culture is in the following values. We believe heavily in fulfilling each one of these to the highest degree.

our culture is the foundation of who we are as a team, and as a business.

position summary

the business banking specialist ii is a full-time, non-exempt, non-officer position based on site at our grand junction headquarters. This role requires excellent customer service skills and the ability to work well with the team. As the next progression within the retail sales team, this position acts as a personal banker for the branch’s business customers, supporting their day-to-day account needs and assisting with more advanced banking solutions.

essential duties and responsibilities:

must be proficient and able to perform all essential duties and responsibilities of the business banking specialist i. In addition, this position will:

• consistently provide prompt, courteous, and high-quality customer service.
• identify customer needs, recommend appropriate solutions, and engage in ongoing problem solving.
• follow established audit, security, and compliance guidelines while maintaining a solid understanding of relevant policies and procedures.
• assist in resolving customer service issues in a timely and professional manner.
• maintain strict confidentiality of all sensitive customer and proprietary information.
• assist in establishing and maintaining strong relationships with both business and consumer customers.
• serve as the primary representative for opening walk-in business deposit accounts and assisting customers with inquiries regarding bank services.
• serve as the secondary representative for opening walk-in personal deposit accounts and providing related customer support.
• demonstrate thorough knowledge of complex business banking solutions, including but not limited to:
  • direct deposits
  • business online banking
  • mobile banking
  • remote deposit capture (rdc) and installation
  • domestic and international wire transfers, including online wires
  • ach services
  • troubleshooting issues and educating customers on the use of business products and services
• promote non-interest income products, including merchant services, credit cards, and other relevant offerings.
• diagnose and troubleshoot technical issues in person, over the phone, and via email in an efficient, timely, and professional manner.
• collaborate with business bankers to support existing business customers, target prospective clients, and promote appropriate banking products and services, which includes:
  • traveling to customer locations to provide installation of equipment and software, along with training, education, and troubleshooting, in accordance with all timberline bank policies.
  • providing product-support expertise by reviewing setup documentation for accuracy, completing system setup for cash-management services, and assisting with training for both customers and bank employees.
• establish and…