Client Service Specialist

Willamette Valley Bank

Albany (OR)

On-site

USD 36,000 - 48,000

Full time

14 days+

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Benefits offered by this job

Competitive compensation
Benefits package
Safe working environment

Job summary

Willamette Valley Bank in Albany, OR seeks a personable Client Service Specialist to greet visitors, process routine transactions, and connect customers with financial solutions.

You will collaborate with team members to deliver friendly, accurate service, maintain confidentiality, and follow safety, regulatory, and fraud-prevention practices.

This position offers competitive compensation, benefits, and the chance to serve the local community.

Qualifications

  • Strong customer service, communication, and problem-solving skills.
  • Ability to build relationships and work effectively as part of a team.
  • Comfortable in a fast-paced, cash-handling environment with attention to detail.
  • Proficient in Microsoft Office and able to learn bank systems and procedures.

Responsibilities

  • Provide friendly, professional assistance to customers in person and by phone.
  • Handle deposits, withdrawals, transfers, check cashing, and wire transfers with accuracy.
  • Respond to basic account inquiries and help customers navigate banking needs.
  • Collaborate with team members to create exceptional and personalized customer experiences.
  • Maintain confidentiality, follow safety protocols, and comply with regulations to prevent fraud.

Skills

Customer service
Communication
Problem solving
Teamwork
Attention to detail

Tools

Microsoft Office

Job description

Client Service SpecialistWillamette Valley Bank is seeking a personable and welcoming Client Service Specialist who enjoys building relationships with customers, community members, and fellow staff. As the face of Willamette Valley Bank, you’ll greet visitors warmly, assist with routine banking transactions, and help connect customers with financial solutions that support their goals.Some of the Key Responsibilities IncludeProviding friendly, professional assistance to customers and prospects both in person and over the phoneHandling everyday transactions such as deposits, withdrawals, transfers, check cashing, and wire transfers with accuracy and careResponding to basic account inquiries and helping customers navigate their banking needsWorking collaboratively with team members to create exceptional and personalized customer experiencesDemonstrating commitment to customer and bank success by following safety protocols, maintaining confidentiality, and adhering to regulatory compliance and fraud prevention practicesIdentifying opportunities to connect customers with products and services that support their financial goalsManaging cash and performing transactions with attention to detail, while following established procedures and compliance standardsWhat We OfferCompetitive compensation and benefits packageA caring, stable and safe working environmentExperienced and helpful leadershipQualificationsStrong customer service, communication, and problem-solving skillsAbility to build relationships and work effectively as part of a teamComfortable in a fast-paced, cash-handling environment with attention to detailProficient in Microsoft Office and able to learn bank systems and proceduresOrganized and able to manage time and tasks efficientlyMaintains professionalism, confidentiality, and compliance with regulationsBasic math skills and ability to perform routine calculationsAbout UsWhere Local Means Everything…If you ask us, local means that our connection to the places in which we work goes beyond geography, it means we are ingrained in the local economy, we are part of the culture, and we help support our neighbors through volunteering, community outreach, and charitable donations.Banking Local means your money gets reinvested into your local communities and keeps your small towns thriving. When you put your money in a local bank, you are helping to provide a tractor to local farmer, an oven for the neighborhood bakery, and a home for the family next door.Willamette Valley Bank is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@wvbk.com
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