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1st Security Bank of Washington · 4 hours ago

Community Business Banking Support Specialist

Aberdeen, WA

Full-time

Onsite

Entry, Mid Level

$26.45/hr - $36.06/hr

2+ years exp

1st Security Bank of Washington is a recognized leader in providing exceptional client experiences and has been named one of Puget Sound's Best Places to Work for nine consecutive years. The Community Business Banking Support Specialist plays a vital role in supporting the Community Business Banking Officers by enhancing client relationships, assisting with customer onboarding, and ensuring high-quality customer service.

Finance

Culture & Values

Responsibilities

Support CBBO’s in securing, developing, and retaining profitable banking relationships within the bank. Acts as key liaison for CBBO’s and customers for internal and customer inquiries

Must be a self-starter, team player and provide excellent customer service both internally and externally

Maintains high quality customer service by supporting our customers with their banking needs

Partners with Branch employees to ensure proper onboarding of CBB customers and any retail banking products

Assist the CBBO’s with maintaining and growing business relationships through tracked outreach and marketing activities

Assists CBBO’s with identifying prospects and opportunities with existing clients. Willingness to partner with CBB and Retail Banking on customer/prospect calls

Monitors the Community Business Banking email inbox for web-based inquiries and ensures proper follow-up and/or assigns to local banker as appropriate

Provides support for the loan originations and renewals through effective communication with customers, loan officers and internal partners to ensure collection of required documentation, maintenance of the electronic loan file, input into the loan origination system as well as meeting any pre/post-closing conditions

Interacts with clients/prospects and acts as a liaison between CBBO’s and other departments, as needed. Provides backup contact to client/prospect when CBBO is unavailable

Partners with the Programs and Operations Specialist to provide backup and systems support for CBB and the Retail Ambassadors

Actively adheres to regulatory, and compliance requirements

Performs other duties as assigned

Qualification

Banking knowledgeCustomer serviceAnalytical skillsMicrosoft OfficeCommunication skillsRegulatory knowledgeTeam playerPresentation skillsAttention to detail

Required

Bachelor's degree in business, Finance, or Accounting and/or equivalent combination of education and experience

Minimum two years of experience in a support role with progressive responsibilities to include some banking related sales

Thorough knowledge of applicable bank and branch policies, procedures, and support systems

Well-developed analytical skills; attention to detail and accuracy

Demonstrated ability to make one-on-one and group presentations

Excellent interpersonal, verbal, and written communication skills

Knowledge of the Bank Secrecy Act, Anti-Money Laundering and applicable policies, procedures and Regulations that pertain to this position required

Proficient in Microsoft Office Products and other Database software

Benefits

Full medical, dental, and vision coverage for individual or family plan.

Life insurance.

Long-term disability insurance.

401K matching program.

Paid sick and vacation time.

Company

1st Security Bank of Washington

Headquartered in Mountlake Terrace, Washington, 1st Security Bank has been serving customers in King, Kitsap, Pierce, Lewis, Thurston, Grays Harbor, Snohomish, Clallam and Jefferson counties since 1936.

Founded in 1936

Mountlake Terrace, Washington, USA

201-500 employees