Job Card/Client Services Officer

Job Title: Card/Client Services Officer
Department: Administration
Reports To: Chief Operations Officer
Status: Exempt
Salary Range: $56,100 - $75,900

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 a "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 the 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 Client Services Officer position is a full-time, exempt position, located in Grand Junction. This position requires strong organizational and memory skills, and an ability to work independently and with a team. This position requires a strategic thinker with excellent leadership and communication skills, capable of driving performance and maintaining high standards within the team. The Card/Client Services Officer will lead the team to provide exemplary customer service during their interactions with both customers and other teams within the Bank.

Essential Duties and Responsibilities

Must be proficient and able to perform all essential duties and responsibilities of the Client Services Specialist III and the Card and Client Services Team Lead. In addition, this position will:

• Lead, mentor, and develop a high-performing team, fostering a culture of accountability and continuous improvement.
• Foster a positive and collaborative team culture, ensuring effective communication and information sharing.
• Encourage innovation and problem-solving by empowering team members to take initiative and ownership of projects.
• Provide clear expectations, coaching, and performance feedback to support individual and team growth.
• Address performance challenges proactively, ensuring employees have the necessary tools and support to succeed.
• Oversee day-to-day operations, identifying areas for improvement and implementing efficient processes.
• Leads audit and examination preparation and remediation.
• Recommend solutions for process improvement.
• Develop policies, procedures, and documentation.
• Monitor policies and procedures
• Stay updated on industry trends and best practices, integrating new knowledge into training initiatives.
• Periodically travel to different locations to conduct training sessions and support all branches.
• Coordinate with cross-functional teams to ensure seamless collaboration and information flow.
• Coordinate Client Services budget with E-Banking/IT Officer.
• Manage Card/Client Services vendor relationships
• Participate in various committees
• Exercise sound judgment and problem-solving skills to anticipate challenges and propose solutions.
• Maintain confidentiality and handle sensitive business information with professionalism and discretion.
• Foster a forward-thinking and innovative team culture, encouraging creative problem-solving and adaptability.
• Strict Adherence to Timberline Bank Code of Conduct
• Perform and ensure job functions are completed in compliance with all company policies, federal and state rules and regulations.
• Duties may be expanded on as experience and professional goals are achieved.

Knowledge, Skills, and Abilities

• High School Diploma or equivalent.
• Must have strong verbal and written communication, organizational, and time management skills.
• Proven attention to detail.
• Ability to multitask, manage priorities, and anticipate potential problems before they arise.
• Ability to interact comfortably with customers.
• Team player with a strong, team-focused attitude.
• Ability to flourish in a fast-paced, team-based work environment.
• Ability to work unsupervised.
• Strict adherence to deadlines.
• Willingness to travel periodically.
• Electronic Banking Officer (EBO) Certification.(preferred)

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.
• Establish and Maintain Personal Credibility: Consistently model behavior for management that is perceived as responsible, reliable, and ethical.
• Communicate Effectively: Notice, interpret, and anticipate needs and concerns, ensure that critical information is shared with those who should be kept informed.
• Express Oneself Clearly in interactions with customers, co-workers, and third-party vendors, both verbally and in writing.
• Act with Confidence: Understand the importance of rules and requirements and be poised and self-assured.
• Consistently demonstrate proficiency in providing exemplary customer service in person and by telephone.
• Forward Thinking - Demonstrated forward-thinking mindset and ability to adapt to emerging trends in the industry.
• Critical Thinking: Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Note: Job duties and key competencies listed are not all inclusive, and additional responsibilities may be assigned based on business needs.

**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 ALOWS EITHER PARTY TO TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT CAUSE OR NOTICE.