Job Title: Account Services Team Lead Department: Administration Reports To: Senior Retail Banking Officer Status: Non-Exempt Salary Range: $40,375 - $54,625 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.
Exceeding Customers' High Expectations Empowering a Dedicated Team Having Fun While Winning Passionate About our Communities Value Added Resource for our Customers (Trusted Advisor) Position Summary
This is a non-exempt, full-time, or part-time position that requires excellent customer service skills and the ability to work well with multiple teams. This position is responsible for facilitating the deposit processing workflow while providing general knowledge and expertise for the New Accounts Banking Specialists. The person to fill this position must demonstrate superior communication, teamwork, organization, and delegation skills amongst all Timberline Bank customers and team members company wide.
Essential Duties and Responsibilities Provide quality customer service promptly and courteously at all times. Answer and transfer incoming phone calls. Maintain and review inactive and dormant accounts. Develop process for deposit file maintenance. Assist with deposit files in the production workflow. Complete deposit system (NGP) maintenance after account opening or account revisions. Ensure internal processes are complete for closed accounts. Review overdrawn accounts on a weekly basis, notifying officers and reaching out to clients as required. Assist all Banking Specialists with deposit exceptions, including EBB maintenance and scanning. Communicate directly with clients regarding their account documentation and changes. Complete deposit research, retrieve statements, and recover files for other departments in the Bank. Work with the New Accounts Team to verify services are ordered for customers such as debit cards and checks. Revise deposit accounts with changes such as name merges, name change, and adding or removing signers. Create and implement internal controls for the team to ensure efficient division of labor. Visit business clients to install, assess, or repair RDC scanners. Be the primary point of contact for the bank concerning RDC set-up and maintenance. Work with New Accounts and Review to create a cohesive workflow between departments. Continually train new and existing Account Services Specialists to empower a dedicated team that exceeds customer expectations. Maintain and review inactive and dormant accounts. Develop processes for deposit file maintenance. Answer and transfer incoming calls. Follow established audit, security and compliance guidelines and Bank policies and procedures. Ensure compliance with federal and state regulations as well as internal policies. Duties may be expanded on as experience and professional goals are achieved. Required Knowledge and Expertise High School Diploma or equivalent Customer-oriented with excellent verbal and written communication skills Strict adherence to confidentiality requirements Demonstrated commitment to innovation and change and willingness to take initiative to accomplish change. Demonstrated leadership with evidence of increasing responsibility throughout career. Demonstrated ability to develop and execute solutions. Proven people, communication, prioritization, and organizational skills with a team-focused attitude. General working knowledge of the compliance laws/regulation regarding deposit/loan accounts. Knowledge of Bank data processing system and deposit software platforms. Proficient in computer software programs including Excel and Word. Ability to work on a computer for extended hours at a time. Key Competencies Be Thorough : Ensure that work is completed thoroughly and correctly; prepare carefully for meetings and
presentations. Achieve Results : Complete tasks on a timely basis and based on an understanding of the priorities. Establish and Maintain Personal Credibility : Consistently model behavior that is perceived as responsible, reliable, and ethical. Communicate Effectively : Express oneself clearly in interactions with others, both verbally and in writing. Notice, interpret, and anticipate needs and concerns. Ensure that critical information is shared with those who should be kept informed. Critical Thinking : Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Relationship Building : Ability to effectively build relationships with vendors, management, and staff. Time Management : Ability to effectively utilize available time for the completion of necessary job tasks. **Pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules, the salary range above represents the low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Incentives based on Timberline Team goals may also be offered. In addition, Timberline Bank provides a variety of benefits to full time employees, including health insurance coverage, vision insurance, dental insurance, life and disability coverage, 401K plan, paid holidays and paid time off. Equal Employer Opportunity Statement
Timberline Bank prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
All job requirements in the job description provided indicate the minimum level of knowledge, skills, and/or abilities deemed necessary to perform the job competently. Job descriptions are an overview of the duties, responsibilities, and requirements of the position. Employees may be required to perform other job-related assignments as requested.
OUR COMPANY ADHERES TO A POLICY OF EMPLOYMENT-AT-WILL, WHICH ALLOWS EITHER PARTY TO
TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT CAUSE OR
NOTICE.
