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Branch Support Specialist II

Company: Columbia Banking System, Inc.
Location: Lakewood
Posted on: June 12, 2021

Job Description:

Essential Job Functions:

  • Assist branches with process and procedural information according to Standard Operating Procedures and Training manuals and provide expert guidance on complex inquiries
  • Assist branches with questions regarding account opening and maintenance
  • Investigate and resolve all but the most complex operational questions
  • Provides review and analysis of the following: (including but not limited to)
  • All types of business entity documentation
  • Powers of Attorney
  • Trust documentation
  • Decedent Account Documentation
  • Guardianships/Conservatorships

  • Assist branches on IRA new account set-up, completion of forms and processing of transactions
  • Provides supervisor approval on branch override transactions
  • Provides options for alternative solutions when assisting with exception situations
  • Analyze risk associated with exceptions situations
  • Escalation point for Retail Branches, which includes compiling data and formulating recommendations for review by Retail Administration Leadership.
  • Escalation and/or approval point for BSA
  • Proficient in Business Process Manager, Precision, and Microsoft Suite
  • Provides back up to Deposit Account Analyst to create document sets for complex clients
  • Provides back up to Bank Operations Support
  • Performs other duties as required

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
  • 2+ years' Personal Banking, or 1 year Branch Support, or equivalent experience
  • Strong working knowledge of banking operations practices, principles, applications, methods, policies, and procedures.
  • Ability to professionally communicate, both written and verbal, across all business lines and job levels
  • Excellent research and problem solving capabilities.
  • Ability to work independently and collectively within a team environment.
  • Ability to effectively discern information and formulate appropriate action and set priorities
  • Excellent interpersonal skills required

Physical and Mental Requirements:

  • Ability to sit at a computer monitor for extended periods of time
  • Ability to perform repetitive finger, hand, and arm movements
  • Ability to lift up to 15 lbs.
  • Ability to effectively discern information and formulate appropriate action
  • Ability to reach, squat, bend, and manually manipulate standard office equipment

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.

Keywords: Columbia Banking System, Inc., Lakewood , Branch Support Specialist II, Other , Lakewood, Washington

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