New Accounts Specialist II

Job Title: Business Banking Specialist II 

Department: Retail Sales Team

Salary: $39,525 – $53,475 

Status: Non-Exempt 

Who We Are 

At Timberline Bank, our people are our most valuable asset. We seek qualified employees who enjoy people, are innovative, and who are eager to learn. We, in return, provide opportunities for personal advancement and professional growth. The driving force behind our dedication to providing “Better, Faster, Easier. -Always." experience is the Timberline Team. From the moment you enter the building, we greet you as a person, not an account number- our belief in the value of exceeding customers' high expectations is what makes Timberline Bank a bank here for our community. Our commitment has been and always will be to provide high-quality personalized customer service. With Timberline personal touch, the level of customer support is unparalleled. We want to support you and your financial well-being, whether through your personal or commercial needs. Each customer contributes to the success of our small business. TO US, IT IS PERSONAL. 

What We Value 

At Timberline Bank, the core of our culture is in the following values. We believe heavily in fulfilling each one of these to the highest degree. 

Our culture is the foundation of who we are as a team, and as a business. 

1. Exceeding Customers’ High Expectations 
2. Empowering a Dedicated Team 
3. Having Fun While Winning 
4. Passionate About our Communities 
5. Value Added Resource for our Customers (Trusted Advisor) 

Position Summary 

The Business Banking Specialist II is a full-time, non-exempt, non-officer position based on site at our Grand Junction Headquarters. This role requires excellent customer service skills and the ability to work well with the team. As the next progression within the Retail Sales team, this position acts as a personal banker for the branch’s business customers, supporting their day-to-day account needs and assisting with more advanced banking solutions. 

Essential Duties and Responsibilities: 

Must be proficient and able to perform all essential duties and responsibilities of the Business Banking Specialist I. In addition, this position will: 

• Consistently provide prompt, courteous, and high-quality customer service.
• Identify customer needs, recommend appropriate solutions, and engage in ongoing problem solving.
• Follow established audit, security, and compliance guidelines while maintaining a solid understanding of relevant policies and procedures. 
• Assist in resolving customer service issues in a timely and professional manner. 
• Maintain strict confidentiality of all sensitive customer and proprietary information. 
• Assist in establishing and maintaining strong relationships with both business and consumer customers. 
• Serve as the primary representative for opening walk-in business deposit accounts and assisting customers with inquiries regarding bank services. 
• Serve as the secondary representative for opening walk-in personal deposit accounts and providing related customer support. 
• Demonstrate thorough knowledge of complex business banking solutions, including but not limited to: 
  • Direct Deposits 
  • Business Online Banking 
  • Mobile Banking 
  • Remote Deposit Capture (RDC) and installation 
  • Domestic and International Wire Transfers, including online wires 
  • ACH services 
  • Troubleshooting issues and educating customers on the use of business products and services 
• Promote non-interest income products, including merchant services, credit cards, and other relevant offerings. 
• Diagnose and troubleshoot technical issues in person, over the phone, and via email in an efficient, timely, and professional manner. 
• Collaborate with Business Bankers to support existing business customers, target prospective clients, and promote appropriate banking products and services, which includes: 
  • Traveling to customer locations to provide installation of equipment and software, along with training, education, and troubleshooting, in accordance with all Timberline Bank policies. 
  • Providing product-support expertise by reviewing setup documentation for accuracy, completing system setup for cash-management services, and assisting with training for both customers and Bank employees. 
• Establish and maintain a strong working relationship with an assigned Business Banker, serving as their primary Business Banking Specialist contact. 
• Attend and actively participate in all required training, including New Accounts, Risk Management, and other assigned programs. 
• Meet assigned performance goals (“rocks”) as established by the department supervisor. 
• Perform additional duties as skills develop and professional goals are achieved. 

Required Knowledge and Expertise 

• High School Diploma or GED. 
• Colorado Notary. 
• Knowledge of banking services and products to offer solutions to meet our customers’ needs. 
• Proven people, communication, prioritization, and organizational skills. 
• Team player with a strong, team-focused attitude. 
• Maintain a current knowledge of all regulations, including BSA, along with demonstrating a knowledge and understanding of the Bank’s policies and procedures. 
• Continuing education to maintain job knowledge. 
• Career progression from BBSI to BBSII is based on demonstrated proficiency in all required skills, as well as the successful completion of applicable testing and/or tenure requirements. 
• A minimum of six months in the BBSI role is required for advancement consideration. 

Key Competencies: 

• Be Thorough:  Ensure that work is completed thoroughly and correctly; prepare carefully for meetings and presentations; and follow up with others to ensure that agreements and commitments have been fulfilled.
• Achieve Results:  Complete tasks on a timely basis and based on an understanding of the priorities.
• Establish and Maintain Personal Credibility:  Consistently model behavior for employees and management that is perceived as responsible, reliable, and ethical.
• Communicate Effectively:  Express oneself clearly in interactions with others, both verbally and in writing. Notice, interpret, and anticipate employees’ needs and concerns.
• Critical Thinking:  Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Relationship Building:  Ability to effectively build relationships with vendors, management, and staff.
• Time Management:  Ability to effectively utilize available time for the completion of necessary job tasks.

Pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules,   the salary range above represents the low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Incentives based on Timberline Team goals may also be offered. In addition, Timberline Bank provides a variety of benefits to full time employees, including health insurance coverage, vision insurance, dental insurance, life and disability coverage, 401K plan, paid holidays and paid time off.

Equal Employer Opportunity Statement:   Timberline Bank prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. All job requirements in the job description provided indicate the minimum level of knowledge, skills, and/or abilities deemed necessary to perform the job competently. Job descriptions are an overview of the duties, responsibilities, and requirements of the position. Employees may be required to perform other job-related assignments as requested. OUR COMPANY ADHERES TO A POLICY OF EMPLOYMENT-AT-WILL, WHICH ALLOWS EITHER PARTY TO TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT CAUSE OR NOTICE.