Local Banking Concierge — Client Services

Willamette Valley Bank; Albany (OR); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Safe work environment

Competitive compensation

Leadership team support

Job summary

Willamette Valley Bank in Albany, Oregon seeks a friendly Client Service Specialist to greet visitors and handle routine banking transactions, helping customers connect with financial solutions and achieve their goals.

In this role you will process deposits, withdrawals, transfers, check cashing, and wire transfers while upholding safety, confidentiality, and compliance requirements. Team collaboration and community focus are essential.

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.
• Organized and able to manage time and tasks efficiently.
• Maintains professionalism, confidentiality, and compliance with regulations.
• Basic math skills and ability to perform routine calculations.

Responsibilities

• Providing friendly, professional assistance to customers and prospects both in person and over the phone
• Handling everyday transactions such as deposits, withdrawals, transfers, check cashing, and wire transfers with accuracy and care
• Responding to basic account inquiries and helping customers navigate their banking needs
• Working collaboratively with team members to create exceptional and personalized customer experiences
• Demonstrating commitment to customer and bank success by following safety protocols, maintaining confidentiality, and adhering to regulatory compliance and fraud prevention practices
• Identifying opportunities to connect customers with products and services that support their financial goals
• Managing cash and performing transactions with attention to detail, while following established procedures and compliance standards

Skills

Customer service

Communication

Problem solving

Teamwork

Cash handling

Attention to detail

Microsoft Office

Time management

Confidentiality

Regulatory compliance

Tools

Bank systems

Job description

Willamette Valley Bank in Albany, Oregon seeks a friendly Client Service Specialist to greet visitors and handle routine banking transactions, helping customers connect with financial solutions and achieve their goals.

In this role you will process deposits, withdrawals, transfers, check cashing, and wire transfers while upholding safety, confidentiality, and compliance requirements. Team collaboration and community focus are essential.