Client Success Champion I

Sound Community Bank • Port Ludlow, WA

4d • $19 - $29

About The Position

The Client Success Champion I (CSC I) is responsible for delivering excellent service through personalized, efficient, and accurate handling of client needs. They enhance the client’s experience by providing exceptional, professional, and consistent service using a video system or providing branch relief coverage. The duties of the CSC I include but are not limited to, processing all teller transactions, answering phones, following up on client inquiries and assisting in various Branch Support related tasks. All retail employees are responsible for identifying referral opportunities and making qualified referrals to branch leadership team and business partners. This is a part-time position that will average 20 hours per week. Shifts will be scheduled between the hours of 9:15am and 5:15pm, Monday through Friday. This position is eligible for medical benefits.

Requirements

• High School diploma or GED required.
• Level experience requirements or equal experience and education.
• Level I minimum of 1 year cash handling or customer service experience.
• Skill competencies required include, but are not limited to: Comfortable with emerging technologies such as virtual client interactions.
• Ability to multi-task by operating multiple computer programs at one time.
• Excellent relationship building and interpersonal skills.
• Strong client focus and effective listening skills.
• Cash handling skills with good balancing record.
• Strong attention to detail.
• Flexible with shifting priorities.
• Ability to work both independently and as a team player.
• Strong organizational and multi-tasking skills in a fast-paced environment.
• Practice ethical behavior and understand the need for confidentiality.
• Branch hours to include Saturday hours.
• Must be able to travel to Retail branch locations as needed.
• Ensure compliance with regulatory requirements, including the Bank Secrecy Act.
• Must be able to lift 25 pounds.

Responsibilities

• Branch Financial Performance / Customer Service Actively supports the organizations sales objectives and campaigns by cross-selling products or by listening for client needs and referring to appropriate business lines as needed.
• Branch consistently achieves financial goals, everyone has a role in hitting those goals.
• Completes all required compliance training and other training in a timely manner.
• Actively participates in self-development and training to increase productivity.
• Opportunistically provides relationship review with existing clients, asking questions and listening effectively to maintain rapport and gain additional business. (We are relationship bankers, not transactional bankers).
• Provide excellent customer service and meet service standards, responds to client inquiries and requests in a timely manner.
• Answers calls and replies to emails within service standards.
• Quickly identifies problems that arise and provides resolution or referral.
• Works cooperatively with Client Success Manager and Relationship Manager to resolve issues to the client’s satisfaction.
• Transaction Management Accurately and efficiently processes a variety of client financial transactions in accordance with established policies and procedures.
• Consistently balance cash drawer within established guidelines.
• Performs a variety of general tasks such as completing forms, maintaining files, and reviewing daily reports.
• Ensures required forms associated with transactions are submitted to the proper department in a timely manner.
• Ensures compliance with BSA and other regulations associated with this position.
• Demonstrates proficiency in identifying suspicious activity and ensuring completion of required reports in accordance with BSA regulations and internal policies and procedures.
• Communication Demonstrates interpersonal skills along with the ability to maintain a professional, outgoing, and pleasant demeanor at all times.
• Communicate effectively to relevant parties verbally and in written form.
• Ability to gather, analyze and integrate information effectively.
• Seek solutions for clients, behave professionally and listen actively.
• Accepts responsibility for own actions and accepts coaching.
• Actively participates in team meetings.
• Other Duties as Assigned Each employee makes a significant contribution to the success of Sound Community Bank. Employees must have an overall understanding of department operations, and ensure compliance with regulatory requirements, including the Bank Secrecy Act. It is expected that each employee will readily accept additional duties and offer their services wherever and whenever necessary to ensure our success.
• Demonstrates behavior and actions which support Sound Community Bank's values and actively participates in volunteering.

Benefits

• Health, Dental, and Vision insurance plans for employee and dependents
• Employer-paid Group Life & AD/D insurance
• Wellness Program discount towards medical insurance premiums, Employee Assistance Program
• 401(k) plan options with up to 3.5% employer match and Employee Stock Ownership Program (ESOP)
• Voluntary benefits include: Health Savings Account (HSA), Voluntary Life & AD/D, Accident Plan, Critical Illness Coverage, Short-term Disability, Long-term Disability, Flexible Spending Account (FSA) and Dependent Care Account
• Two weeks Paid Vacation, Paid Employee Days for Birthday and Hire Date Anniversary, Paid Sick and Safe Time (7 days per year), Bank Paid Holidays (11 per calendar year)
• Tenure Bonus Program, Continuing Education/Tuition Assistance – up to $2,500 per year, Student Loan Debt Repayment - up to $100 per month, ORCA Passport/Transportation Alternatives/Benefit Allowance, Charitable Donation Matching Program, Gym/Health monthly reimbursement, Pet Insurance monthly reimbursement, Employee mortgage and consumer loans, Banking services (of course!) free of normal service charges, Employee Recognition Program

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED