Employment Opportunities

PLEASE SEE THE JOB POSTINGS LISTED BELOW:

Teller l - Sandy Office

Request Date:
03/27/2019
 
Branch or Dept.:
Sandy Office
Position:
 
Teller l
Date Available:
 
01/16/2020
Location:
 
38975 Proctor Blvd.   Sandy, OR
Status:
 
Non-Exempt
Monthly Salary:   $2300.00
Schedule:   Full Time  M-F  40 hours
Bank Contact:
 
Terri Elsberry, HR Officer  
Phone Number:
 
503-668-2521 
Fax Number:
 
503-668-7825
Main Office
Physical Address:
 
38975 Proctor Blvd.
Sandy, OR
Email Address:
 
telsberry@clackamascountybank.com

***Resumes are only accepted with a completed CCB Application***

CCB Applications are available at our Main Office located at
38975 Proctor Blvd.
Sandy, OR 97055

Or

Request an application by email-

telsberry@clackamascountybank.com    

      

SUMMARY
Provide professional, friendly, efficient service and assistance to customers by serving as a paying and receiving teller.  Balance transactions daily.  Provide for the security of assigned cash and maintain a high level of safety for the bank.  Adhere to bank policy, audit and banking regulations.  Provide support to co-workers and supervisors. 

Demonstrate professional customer service skills, have knowledge of bank services and listen for opportunities to make service suggestions to customers.  Be able to work in a team environment.  Perform Teller I duties with little or no supervision.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Customer Contact Skills
-Make and maintain eye contact
-Greet customer by his/her name
-Use customer name during the transaction
-Smile when communicating
-Thank customer as he/she leaves
-Listen for opportunity to cross-sell

Sales/Referrals:
Sell bank services and refer business to the bank
Stay current on and support marketing efforts
Responsible for ensuring that individual calling goals are met

Work Performance
-Meet established attendance standards
-Adhere to the posted times for breaks, lunch, etc.-so work flow is consistent
-Cooperate when asked to help others
-Take initiative to ask for additional work
-Offer suggestions to improve efficiency
-Adhere to operational procedures
-Demonstrate knowledge of product/service when explaining to a customer
-Take initiative - listen for opportunities to offer products and services
-Demonstrate techniques for establishing priorities
-Accurately input information using the BankRite system
-Answer the phone within 3 rings, identify the bank, self, ask caller how CCB can help
-Adhere to confidentiality policy
-Dress appropriately and professionally

Teller
-Balance cash drawer daily and maintain a balancing record in accordance with CCB standard of 80%, with un-located outages not to exceed $400 per 12 month period.

Technical Skills
-Process transactions involving checks, cash and savings; run all teller work through the scanner. 
-Adhere to all compliance, regulatory and internal auditing guidelines.
-Complete Currency Transaction Reports (CTR), Suspicious Activity Reports (SAR), and Sale of Monetary Instrument Reports (SMI).    
-Process savings bonds and cashier’s checks (selling and redeeming), traveler's checks (redeeming).  
-Enter customer transactions; research account information (identify holds, memos, cautions, signature requirements; closed accounts); issue appropriate receipts. 
-Maintain amount of working cash according to the posted limits, complete general ledger tickets for
  buying and selling coin and currency as necessary.
-Balance the ATM, night depository, coin machine - record information, balance cash; research outages
  and make corrections.
-Accept/process loan and contract collection payments.
-Admit customers into and out of the safe deposit box area.
-Follow guidelines for closing checking/savings accounts and safe deposit boxes.
-Complete miscellaneous duties such as filing, light typing and other duties.

QUALIFICATIONS
OUTSIDE EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.

INTERNAL EDUCATION
Keep current on learning about bank services and products.  Successfully complete all assigned reading material and required compliance training.

LANGUAGE SKILLS
Read and comprehend simple instructions, short correspondence, and memos.  Write simple correspondence.  Speak effectively before groups of customers or employees of the organization.

MATHEMATICAL SKILLS
Calculate figures and rates - bond interest, certificates of deposit, and other bank accounting needs.

REASONING ABILITY
Carry out written or oral instructions.  Research situations and problem solve.

PHYSICAL DEMANDS 
Regularly required to stand (approximately 90% of the day); and communicate verbally with employees and customers.  Occasionally required to stoop, kneel or crouch and occasionally required to lift and/or move up to 50 pounds. Required up close vision, distance vision, as well as peripheral vision.   

WORK ENVIRONMENT 
The noise level in the work environment is usually moderate.

INTERPERSONAL RELATIONS
Regularly interact with co-workers; expected to take the initiative to help see the work is done and to help research or solve problems.  Also expected to adapt to changes in procedures and offer suggestions for improvement.

COMPUTER SKILLS
Understand and be able to apply computer skills to communicate effectively within the organization using word processing to format letter or correspondence, set-up and maintain electronic folders and files; and send/save attachments.  Depending on the position, have a basic understanding of accounting software to develop reports and forms such as spreadsheets/tables etc. 


Be able to use email for communication (internal and external), access outside websites as well as interface with the bank’s network.

 

Financial Services Representative - Sandy Office

Request Date:
01/24/2020
 
Branch or Dept.:
Sandy Office
Position:
 
Financial Services Representative
Date Available:
 
01/24/2020
Location:
 
Sandy Office
Status:
 
Exempt
Schedule:   Full Time  M-F  40 hours
Bank Contact:
 
Terri Elsberry, HR Officer  
Phone Number:
 
503-668-2521 
Fax Number:
 
503-668-7825
Main Office
Physical Address:
 
38975 Proctor Blvd.
Sandy, OR 97055
Email Address:
 
telsberry@clackamascountybank.com

***Resumes are only accepted with a completed CCB Application***

CCB Applications are available at our Main Office located at
38975 Proctor Blvd.
Sandy, OR 97055

Or

Request an application by email-

telsberry@clackamascountybank.com 

Clackamas County Bank is an EEO/AA/Veteran/Disabled Employer

Job Description

Job Title:Financial Services Representative
Job Status:Full-time
FLSA Status:Exempt

SUMMARY
The Financial Services Representative will establish new client relationships in addition to providing advisory services and support to a select group of clients by reviewing client’s needs, goals, and objectives and formulating recommendations. With financial planning responsibility for the firm’s small to mid-size clients, the Financial Services Representative has the opportunity to build an excellent business under the leadership and reputation of the organization.

ESSENTIAL DUTIES AND RESPONSIBILITIES
-Consult with current and prospective clients regarding financial planning and other financial services offered by the company
-Analyze client portfolios and budgets to discuss recommendations with clients and make updates as appropriate as well as prepare cash flow analysis
-Schedule, organize, and confirm appointments, meetings, and phone calls with current and prospective clients
-Establish internal relationships to help maintain business flow and meet agreed targets
-Research suggested solutions to support recommendations
-Promote the organization by developing relationships within the industry and community
-Ensure all business conducted complies with the laws and regulations set forth as well as ensure policies/procedures are followed in a responsible manner
-Participate in on-going professional development to meet personal development needs
-Participate in the bank’s marketing program

Periodic Duties and Responsibilities
-Be available for other projects as needed
-Cross-train with other coworkers in order to backup responsibilities as needed

Supervisory Responsibilities
This position has no supervisory duties at this time.

Skills Required
Understanding the financial planning process and working within defined business processes to achieve agreed outcomes independently is required. Other proficient skills required include being detail oriented, accurate and effectively articulating ideas both orally and in writing.

Abilities Required
-Ability to follow verbal and written communications.
-Ability to communicate effectively with clients, prospects, public and co-workers in a professional and courteous manner as well as maintain confidentiality.
-Ability to express ideas clearly both in written and oral communications.
-Ability to self-motivate and work independently.
-Ability to get ideas accepted and to guide a group or individual to accomplish a task.
-Ability to travel locally within a specific geographic area; limited travel outside a specific geographic area (some overnight travel).
-Ability to organize and manage multiple priorities (time management).
-Ability to work well under pressure.
-Ability to effectively present information in one-on-one and small group situations to clients and other employees of the organization.
-Language Ability: Ability to read and interpret documents such as rules, instructions and manuals. Ability to write routine reports and correspondence.
-Mathematical Ability: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
-Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Education/Experience
One year certificate from college or technical school; or one year financial service experience and/or training; or equivalent combination of education and experience desirable.

Certificates and Licenses
Life and Health Insurance
FINRA Series 6 or 7 Securities License

Physical Demands:
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job the associate is regularly required to sit, use hands to finger, handle or feel, and talk and hear. The associate is occasionally required to stand, walk, reach with hands and arms and stoop, kneel, crouch or crawl. The associate is required to lift up to 50 pounds. The vision requirements include close vision and ability to adjust focus.

 


Clackamas County Bank is an EEO/AA/Veteran/Disabled Employer

EEO is the Law
EEO is the Law (Poster Supplement)
Pay Transparency
Affirmative Action Policies