Client Service Specialist

at Columbia State Bank in Twin Falls, Idaho, United States

Job Description


 This position processes a variety of customer account transactions quickly, accurately and confidentially. Provides an exceptional banking experience to our customers by building relationships and offering appropriate products and services.

Essential Job Functions:

Performs cash handling functions (deposits, withdrawals, cash advances, payments, transfers, check cashing, etc.)

Balancing cash drawer and Client Service Specialist transactions

Learning basic knowledge of new and existing products and services

Discuss and access customer's financial needs to identify and offer appropriate products and services

Secure against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds

Identify fraudulent activity

Read, understand and follow all relevant SOP's

Perform and support daily tasks that maintain the integrity of the branch (balance ATM, process night drop, balance negotiable instruments, process returned mail, balance credit card machine, monitor lobby rate sheets and brochures)

Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.

Provides an extraordinary customer experience

Other tasks as assigned


All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents including the Code of Conduct.


Minimum Job Requirements:

High School Diploma or GED

Some experience in customer service preferred.

Bilingual preferred

Ability to work in a fast-paced, cash handling environment

Maintain a professional demeanor at all times

Strong organizational and time management skills

Ability to work effectively as part of a team

Ability to pass Client Service Specialist training programs

Ability to develop and maintain working knowledge of Columbia Bank policies, procedures and systems

Builds relationships with customers and internal teammates


Physical and Mental Requirements:

Ability to perform repetitive finger, hand, and arm movements

Ability to lift up to 15lbs.

Ability to effectively discern information and formulate appropriate action

Ability to reach, squat, bend, and manually manipulate standard office equipment

Ability to drive to various locations

Ability to think critically and provide appropriate solutions


Values and Behaviors:

Build enduring RELATIONSHIPS with clients and each other.

Drive INNOVATION that simplifies life and work.

Seek continuous GROWTH in your personal and professional development.

Commit with HEART to serve others.

Extend TRUST in order to receive it.


At Columbia Bank we don’t just accept difference, we advocate it, encourage it, and celebrate it for the benefit of our employees, our services and our community. We’re proud to be an Equal Opportunity Employer. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

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Job Posting: 1579151

Posted On: Oct 14, 2021

Updated On: Oct 16, 2021