Client Services Review Specialist

job title: client services review specialist

department: client services

reports to: client services team lead

status: non-exempt

salary range: $32,300 - $43,700

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 a "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 the 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.

1. Exceeding customers’ high expectations

2. Empowering a dedicated team

3. Having fun while winning

4. Passionate about our communities

5. Value added resource for our customers (trusted advisor)

position summary

the client services review specialist provides support to bank customers and the new accounts team by processing and reviewing wire requests, account closures, address changes, and online banking troubleshooting. The review specialist also provides additional support to the client services team and reviews all new and revised deposit accounts for accuracy and compliance with established procedures. Career progression to review specialist ii is based on demonstrated proficiency, efficiency and competency in all required skills and responsibilities.

A minimum of six months in the client services review specialist i role is required for advancement consideration. Employees must successfully complete all required training as determined by their supervisor and achieve a score of 80% or higher.

essential duties and responsibilities

→ provide prompt, courteous, and professional customer service at all times. Answer incoming calls, assist customers with their inquiries, and transfer calls to the appropriate department.

→ assist with deposit files in the production workflow.

→ complete deposit system (premier) maintenance after account opening or account revisions.

→ ensure internal processes are complete for closed accounts.

→ ensure quality control and accuracy for holds, stop payments, and debit card maintenance to justify premier processing.

→ complete daily inactive and dormant account maintenance and client communication.

→ assist all banking specialists with deposit exceptions and scanning.

→ facilitate communication between banking specialists and qc review to ensure that critical exceptions are addressed.

→ complete deposit research, retrieve statements, and coordinating documentation for all departments.

→ work with the new accounts team to verify services are ordered for customers such as debit cards and checks.

→ provide assistance to bank customers and the new accounts team with wires, closing of accounts, notaries, and address changes.

→ revise customer accounts with changes such as name mergers, change of address, name change, and adding or

removing signers.

→ deposit file maintenance review.

→ follow established audit, security and compliance guidelines and bank…