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Commercial Deposit Specialist

Job in Mountlake Terrace, Snohomish County, Washington, 98043, USA
Listing for: 1st Security Bank of Washington
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Banking & Finance, Bank Customer Service, Commercial Banking
Job Description & How to Apply Below

Join our team! 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams!

If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work for 10 years in a row and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5‑star Bank in Washington State by Bauer Financial, an independent bank rating firm.

Position

Summary

Assist the Commercial Deposits Team in fostering relationship banking by delivering dynamic customer service to commercial banking clients. The Commercial Deposit Specialist will report to the Assistant Commercial Deposit Manager (ACDM) then to the Commercial Deposit Manager, as applicable. In this position the CDS will be responsible for assisting with paperwork for on‑boarding clients and deepening relationships with existing clients. Our CDS will be a point of contact, along with the team, for larger clients, such as property management firms, construction companies, and real estate developers.

Our candidate must be comfortable with in‑person, over the phone and email correspondence, to be able to handle providing solutions to clients in a professional and timely manner and should be able to help facilitate cross‑selling opportunities. The CDS position must be knowledgeable in, or show a willingness to learn, the Bank’s business checking products; be able to answer questions from clients about our Cash Management products including Online Banking, ACH, Wires, EFTPS Payments, and Remote Deposit Capture.

The Commercial Deposit Specialist should be passionate about the Bank’s customer service model by focusing on “WOW” opportunities and providing support to the Commercial Deposits team, Treasury Management Officer, Cash Management Officers, Relationship Managers and others. This position is responsible for the oversight of a portion of the Bank’s daily operations and must support the guidelines of compliance when it comes to opening accounts, daily operations and corresponding with clients.

Essential Duties and Responsibilities
  • Perform assigned duties in accordance with the Bank’s Core Values, and provide the Bank’s customers with exceptional service in accordance with the Bank’s service standards
  • Support the Bank’s customer culture and recognize cross‑selling opportunities for Bank products and services that truly fit the client and better serve their business; and continually reinforce those values with the Commercial Deposits Team.
  • Assisting with transfers, check orders, account maintenance, account opening, and other servicing needs for commercial clients
  • Provide direct assistance to the Commercial Deposits portfolio of customers via multiple communication channels.
  • Educate and train customers in the risks and requirements of treasury management services, and banking in general.
  • Collaborate and work closely with internal teams – one bank on mission
  • Participate in community events and business/service organizations
  • Maintain a knowledge of financial industry status and trends
  • Refer inquiries to the appropriate department or person, and follow through with customers and/or staff involved.
  • Assist in the continued efforts of maintaining and passing the bank’s compliance audits
  • Willingness to assume responsibility for special projects; gather data and prepare reports for management, audits and other personnel.
  • Ability to multitask and prioritize job responsibilities
  • Provide timely and responsive customer service
  • Support management decisions and goals in a positive, professional manner and represent the Bank with a high level of integrity
  • Maintain a thorough knowledge of bank policies and procedures
  • Perform other duties as…
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