Job Title: Business Banking Specialist II

Department: Retail Sales

Reports to: BBS III Lead

Status: Non-Exempt

Salary Range: $39,525 - $53,47

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 This is a full time non-exempt, non-officer position. This position requires excellent customer service skills and an ability to work well with the team. This position acts as a personal banker to the branch's business customers and as a back-up to the Cash Management Specialist.

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:

• Provide quality customer service promptly and courteously at all times.
• Determine the customers' needs, offer solutions to meet those needs and problem solve on an ongoing basis.
• Open all deposit accounts and assist customers with queries concerning bank services.
• Thorough knowledge of more complex business customer solutions including but not limited to:
  • Direct Deposits
  • Business Online Banking
  • Mobile Banking
  • Remote Deposit Capture and Installation
  • Domestic and International Wire Transfers, Online Wires
  • Online ACH
  • Construction Draws
  • Troubleshooting Issues and/or teaching customers how to utilize our products and services.
• Promote non-interest income products including merchant services, credit cards, and more.
• Follow established audit, security and compliance guidelines and have an understanding of policies and procedures.
• The Business Banking Specialist II works with the Business Banking Specialist III Team Lead to identify, analyze, and offer cash management products and services to established business customers and targeted prospective corporate clients:
  • Assist in establishing and maintaining relationships with business and consumer customers.
  • Assist with performing customer set-up and provide service maintenance on all cash management products and services for new and existing customers.
  • Travel to client's place of business to provide equipment and software installation, including training, education, and troubleshooting when necessary and in accordance with all Timberline Bank Policies.
  • Assist with customer service-related issues and problem solving in a timely manner.
  • Maintain a current knowledge of all regulations along with demonstrating a knowledge and understanding of thecompany's policies and procedures.
  • Be proficient in diagnosing and troubleshooting technical issues in person, over the phone and via email in an efficient, timely, and professional manner.
  • Provide cash management product support by reviewing set up documentation for accuracy and completing system set up of cash management services for business customers. Assist in training customers and Bank employees in all cash management products and services.
  • Maintain complete confidentiality regarding sensitive customer and proprietary information.
  • Perform tasks independently providing professional and knowledgeable assistance to all customers.
• Must establish a working relationship with a Business Banker that you work directly with and serve as their primary Business Banking Specialist contact, requiring strong relationship-building skills between yourself and the customer, and yourself and your Business Banker.
• Bilingual team members will help create a seamless experience for Spanish-speaking customers by leading their transactions and providing translation support behind the teller line, as well as assisting Business Bankers and Deposit Operations Representatives with translations when needed.
• Duties may be expanded on as experience and professional goals are achieved.

Required Knowledge and Expertise

• Spanish speaking candidates will be given priority consideration.
• High School Diploma or GED.
• Colorado Notary.
• Team Collaboration: Proven ability to work well in a team environment and contribute positively.
• Regulatory Knowledge: Familiarity with fundamental regulations such as BSA and basic bank policies and procedures.
• Ongoing Education: Commitment to continuous learning to stay updated with essential job knowledge and skills.
• Banking Knowledge: Basic understanding of banking services and products, including customer account management and transaction processing.
• Communication and Organizational Skills : Ability to effectively prioritize tasks and maintain strong organizational and interpersonal skills.

Key Competencies/Skills

• Be Thorough : Ensure that work is completed thoroughly and correctly; prepare carefully for meetings and presentations.
• Achieve Results : Complete tasks on a timely basis and based on an understanding of the priorities.
• Establish and Maintain Personal Credibility : Consistently model behavior that is perceived as responsible, reliable, andethical.
• Communicate Effectively : Express oneself clearly in interactions with others, both verbally and in writing. Notice, interpret, and anticipate needs and concerns. Ensure that critical information is shared with those who should be kept informed.
• 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.

Equal Employer Opportunity Statement **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.

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.