Client Services Specialist

job title: client services specialist i

department: client services

reports to
: card/client services officer

status: non-exempt

salary range: $33,320 - $45,080

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)

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.

the client services specialist i position is a full-time, non-exempt position located in grand junction. This position, while based out of grand junction, will perform duties for the entire bank. This position requires strong organizational and memory skills and an ability to work independently and with a team. This position will provide exemplary customer service during their interactions with both customers and other teams within the bank.

Career progression to client services 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 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.

• provide quality customer service promptly and courteously at all times via phone, email, and in-person.
• provide assistance to bank customers and the new accounts team with wires, closing of accounts, account research and address changes.
• answer and transfer incoming calls.
• research and resolve fresh service tickets and maintain accurate records of resolutions and escalations.
• research/resolve credit/debit card issues.
• monitor and review credit/debit card reports.
• order credit/debit cards and other miscellaneous customer supplies
• process credit card payments.
• guide customers through setting up and managing online banking accounts and mobile apps.
• troubleshoot login issues, transaction errors, and digital payment concerns.
• educate customers on secure banking practices to prevent fraud.
• provide high-quality assistance to customers via phone, email, and in-person.
• resolve customer issues related to online banking access, transactions, and troubleshooting errors.
• review and/or resolve nsfs, chargebacks, stop pays, non-posted transactions, return items, adjustments etc.
• account and credit card charge-offs.
• follow established audit, security and compliance guidelines and bank policies and procedures.
• ensure compliance with federal and state regulations as well as internal policies.
• perform job functions in compliance with all company policies, federal and state rules and regulations as applicable to the position.
• duties may be expanded on as experience and professional goals are achieved.

• high school diploma or equivalent.
• cu…