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Client Care Representative

Company: Columbia Banking System, Inc.
Location: Lakewood
Posted on: May 3, 2021

Job Description:


  • Committed to meeting phone queue expectations; Answering the phone is the first priority.
  • Adhering to the standards of the Client Care Call Review form;
  • Consistently demonstrate and provide excellent Client service.
  • Research and resolve internal and external Client issues.
  • Meet and maintain established department goals. I.e. Abandoned Rate, Speed of Answer (Average wait time).
  • Authors informal written communications/emails for internal and/or external Clients, management, employees, etc.
  • Participate in career development activities annually to enhance knowledge, skills & abilities.

All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.

Minimum Job Requirements:

  • High School Diploma or GED
  • 1+ year of banking experience and/or Client Service and/or Call Center experience.
  • Excellent Client service skills with a desire to assist Clients
  • Successful candidates will demonstrate a basic level of computer skills. Experience with MS Office products or Personal Finance products preferred. I.e. Quicken, Quickbooks applications.
  • Solid active listening and verbal communication skills.
  • Strong telephone skills.
  • Demonstrated effective interpersonal skills.
  • Basic written communication skills.
  • Demonstrated effective prioritization and time management skills.
  • Ability to generate an atmosphere of exceptional team synergies, positive energy and CB pride.

Values and Behaviors:

  • Build enduring RELATIONSHIPS with clients and each other.
  • Drive INNOVATION that simplifies life and work.
  • Seek continuous GROWTH in your personal and professional development.
  • Commit with HEART to serve others.
  • Extend TRUST in order to receive it.

Notice to Agency and Search Firm Representatives:

We do not accept unsolicited resumes from agencies and/or search firms. Agencies must obtain advance written approval from Columbia Bank's Talent Acquisition team to submit resumes, and then only in conjunction with a valid fully-executed written requisition contract for service and in response to a specific job opening. Resumes submitted to any Columbia Bank employee by a third party agency and/or search firm without a valid written and signed requisition search agreement, will become the sole property of Columbia Bank. Columbia Bank will not pay a fee to any Agency that does not have such agreement in place. No employee outside of Columbia Bank's Talent Acquisition team has the authority to enter into a requisition search agreement.

Keywords: Columbia Banking System, Inc., Lakewood , Client Care Representative, Other , Lakewood, Washington

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