CLIENT SUCCESS CHAMPION I

Soundcb; Sequim, Northern (WA, KY); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health, Dental, Vision insurance

Employer-paid Life & AD/D insurance

401(k) with employer match

Employee Stock Ownership Program (ESOP

Tuition Assistance

Transit/ORCA benefits

Gym/Wellness program

Paid Vacation

Job summary

Sound Community Bank in Sequim, WA seeks a Client Success Champion I to deliver exceptional service, handle teller transactions, answer phones, and support branch operations.

This full-time, 32-hour weekly role (Mon–Fri, 9:45 am–5:15 pm) offers hourly pay between $20.40 and $30.55, plus a quarterly incentive up to 10% and benefits including health, retirement, and more. Eligible for medical benefits and travel to branches as needed.

Qualifications

• High School diploma or GED required or equivalent.
• Level I requires 1 year cash handling or customer service experience.
• Level II requires at least 1 year teller experience; Level III requires 2 years banking experience.

Responsibilities

• Branch Financial Performance / Customer Service: support sales objectives, cross-sell, ensure timely training, proactively build relationships.
• Transaction Management: accurately process client transactions, balance cash drawer, complete forms and maintain files.
• Communication: maintain professional demeanor, communicate clearly, gather and analyze information, work with team.

Skills

Cash handling

Customer service

Banking products

Technology proficient

Team player

Education

High School diploma

Job description

Job Details

Job Location: Sequim Creekside - Sequim, WA 98382

Position Type: Full Time

Education Level: High School

Salary Range: $20.40 - $30.55 Hourly

Job Category: Banking

POSITION DESCRIPTION

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 full‑time role at 32 hours a week, with a schedule of Monday through Friday with an estimated 6.4 hours each day. Shift times will vary and will be scheduled between the hours of 9:45am and 5:15pm. This position is eligible for medical benefits.

Hourly Pay

$20.40 - $30.55, with most new hires starting between $21-$23 per hour

This position is eligible for a quarterly incentive bonus of up to 10% of quarterly wages based on the achievement of personal and branch performance goals.

POSITION QUALIFICATIONS

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. Level II requires at least 1 year of teller experience. Level III requires at least 2 years banking, customer service.

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.

POSITION RESPONSIBILITIES

Duties may include but not limited to the following:

Responsibility #1 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.

Responsibility #2 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.

Responsibility #3 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.

Corporate Core Values

Demonstrates behavior and actions which support Sound Community Bank's values and actively participates in volunteering.

• Our employees are our most important asset
• Results matter
• Community is our heart
• Access and sustainability are critical

Compensation

CSC level is dependent on previous banking experience and new hires typically start at the lower end of each range.

• CSC I $20.40 - $30.55
• CSC II $21.15 - $31.70
• CSC III $22.25 - $33.35

This position is eligible for a quarterly incentive bonus of up to 10% of quarterly wages based on the achievement of personal and branch performance goals.

Health and Retirement 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

Time-off Benefits

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)

Other Benefits

We also offer the following (some perimeters apply): 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

EEO is the Law

Sound Community Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability status, protected veteran status or any other characteristic protected by law.