Job Description:

The Client Service Specialist (CSS) is the face of Willamette Valley Bank to many of our customers and non-customers alike.  CSS’s help customers meet their financial goals by handling routine financial transactions and giving a warm welcome to everyone who enters our branch by providing superior customer service.  They inform customers of other products and services that may help meet their financial needs.  This is a ‘Float CSS’ position that may require working at different branch locations as scheduled by management.  This is a part time position 20-29 hours per week.  We offer competitive pay and benefits.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Maintains a friendly and professional disposition in all interactions with customers and internal team members.


• Provides routine assistance to customers and prospects via telephone and in person at the Bank.


• Handles basic account inquiries for customers referring more complex issues to Senior Client Service Specialists.


• Works with a high level of accuracy and efficiency while following established procedures, performing transactions, and handling cash (i.e. counting, documenting, etc.).


• May proactively reach out to existing customers for routine relationship building and care-call efforts.


• Provides transaction assistance to customers who visit lobby in person and whose transactions are delivered via courier.


• Handles typical transactions, including deposits, withdrawals, Visa cash advances, wire transfers, preparation of official checks and money orders, and safe deposit entry in accordance to bank policies and procedures.


• Assists customers with routine account-related requests and inquiries related to fund transfers, stop payments, bank deposit products and service charges, ATM and debit card usage and limits, checking and savings account transactions and check verification requests by third parties.


• Research and resolves customer problems, acting as the customer liaison between other bank departments when necessary.


• Examines checks, cash and customer identification in a proficient manner to ensure authenticity and to protect the Bank against fraud losses.


• Maintains a high degree of confidentiality of customer, employee and Bank information.


• Performs all job duties within Bank policy governing regulatory compliance, including but not limited to the Bank Secrecy Act, Regulations C, D, DD and E. Completes all required compliance training in a timely manner.


• Manages branch cash and assists with various general office duties, including various compliance related tasks.


• Other duties as assigned.

Education and Experience:

High School diploma or equivalent.  1+ years of relevant experience in banking or customer service including cash handling.