Employment Opportunities

PLEASE SEE THE JOB POSTINGS LISTED BELOW:

Teller Supervisor / ITM Video Center - Sandy Office

Request Date:
8/29/2019
 
Branch or Dept.:
Sandy Office
Position:
 
Teller Supervisor / ITM Video Center
Date Available:
 
8/29/2019
Location:
 
Sandy Office
Status:
 
Full time
Schedule:   M-F  8:15am-5:15pm
Bank Contact:
 
Terri Elsberry, HR Officer  
Phone Number:
 
503-668-2521 
Fax Number:
 
503-668-7825
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    

      

Job Title:        Teller Supervisor / ITM Video Center

SUMMARY:

Assist with maintaining the most positive interaction with customers, handling customer concerns and questions as quickly as possible in the video center.  Help supervise and coordinate activities of video center tellers involved in performing Interactive Teller Machine transactions.  Regularly communicate with the supervisor on any issues potentially impacting the operations of the video center.

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

ESSENTIAL DUTIES AND RESPONSIBILITIES
Assist with preparing work schedules/assigning duties to personnel to ensure efficient operation of the ITM Video Center.

Help evaluate work for completion, accuracy, efficiency and balance of work between personnel.
Ensure all work follows audit guidelines and/or standard practices.
Complete and/or oversees monthly, quarterly, semi-annually and yearly certifications.   
Assist with compiling and accurately reporting all financial data as required by government regulations.
Help to ensure that the video center follows security guidelines including opening and closing procedures, double custody areas.
May conduct staff meetings with the video center personnel, or confer with subordinate personnel to discuss operational problems or explain procedural changes or practices.

SUPERVISORY RESPONSIBILITIES
Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include assisting with interviewing and hiring; training employees; planning, assigning, and directing work; adding input for appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

QUALIFICATIONS 
To perform this job successfully, this employee 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 any employee with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE
Six months to one year related ITM experience and/or training, or equivalent combination of education and experience.


LANGUAGE SKILLS
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.  Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or employees of organization.

MATHEMATICAL SKILLS
Ability to perform bank related calculations. 

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.

PHYSICAL DEMANDS 
While performing the duties of this job, the employee is regularly required to stand and talk or hear.  The employee frequently is required to walk; use hands to finger, handle, or feel; and reach with hands and arms.  The employee is occasionally required to stoop, kneel, crouch, or crawl.  The employee must regularly lift and/or move up to 25 pounds and occasionally lift and/or move up to 50 pounds.  Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

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

INTERPERSONAL RELATIONS & LEADERSHIP
In this team-oriented environment, the employee regularly interacts with others in the video center and the overall bank, and with customers. The employee also takes the initiative to see that all the work is completed, helps to research and solve problems.  The employee is also responsible for helping to staff the video center, arranging for coverage during lunch and break times, and shifting employees to cover in the event of someone's absence.  The employee should be an example of working effectively with customers and other employees.

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

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

 

Financial Services Representative II - Sandy Office

Request Date:
03/27/2019
 
Branch or Dept.:
Sandy Office
Position:
 
Financial Services Representative II
Date Available:
 
03/27/2019
Location:
 
Sandy Office
Status:
 
Non-Exempt
Schedule:   Full Time / M-F / 40 hrs
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
Independently market investment and insurance products and services. 

MANDATORY REQUIREMENT
Background/credit check and finger printing required

ESSENTIAL DUTIES AND RESPONSIBILITIES
Customer Contact Skills
-Greet customer by name
-Make and maintain eye contact with customer
-Smile when communicating with the customer to help set them at ease
-Demonstrate good listening skills 
-Successful completion of extensive product presentations and sales
-Crossed trained in administrative duties

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 operational procedures
-Demonstrate knowledge of product/services when explaining them to a customer
-Take initiative – listen for opportunities to offer products/services
-Demonstrate techniques for establishing priorities
-Accurately enter data
-Take initiative – ask for additional work
-Offer suggestions to improve efficiency
-Answer the phone within 3 rings, identify dept, self and ask how you can be of service
-Adhere to confidentiality policy
-Follow guidelines for dressing appropriately and professionally
-Ability to work independently and complete sales without assistance

Technical Skills
-Adhere to all compliance, regulatory and auditing guidelines
-Enter application information (mutual funds, annuities, brokerage & fee accounts, life/health ins)
-Enter information from the financial planning questionnaire into the data base    
-Actively sell investment and insurance products and services
-Be able to use financial planning software programs for entering data  

QUALIFICATIONS 
EDUCATION and/or EXPERIENCE
One year certificate from college or technical school; or three-six months related experience and/or training; or equivalent combination of education and experience desirable.  Have one year financial service experience and currently hold Life and Health Insurance Licenses and Series 6 or 7 Securities License.   

INTERNAL EDUCATION
Keep current on learning about bank services and bank products.  Successfully complete all assigned reading material and required compliance training.  Complete all CE requirements to maintain licenses.  Stay current with investment product knowledge. 

LANGUAGE SKILLS
Ability to read and comprehend complex instructions, short correspondence, and memos; write   correspondence and effectively present information in one-on-one and small group situations to customers, clients, and employees of the organization.  Ability to produce marketing materials and explain products to customers.  

MATHEMATICAL SKILLS
Ability to balance, calculate data and complete other entries; knowledge of spread sheet basics or experience using accounting software;  willing to learn time value of money calculations and be able to sue the financial calculator.  Calculate cost basis and explain tax ramifications.  Willing to learn time value of money calculations and use financial calculator.      

REASONING ABILITY
Ability to follow written and oral instructions; research situations and problem solve; to differentiate between products and recommend best choice.

PHYSICAL DEMANDS 
While performing the duties of this job, the employee is regularly required to sit/talk/listen; frequently required to use hands to finger, handle, or feel; occasionally required to stand/walk/ reach with hands and arms; occasionally lift and/or move up to 50 pounds.  Specific vision abilities required by this job include close vision and ability to adjust focus.

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

INTERPERSONAL RELATIONS
As a team member, regularly interacts with co-workers; expected to take the initiative to help see the work is done and to help research or solve problems; expected to adapt to changes in procedures and offer suggestions for improvement. 

COMPUTER WEBSITE SKILLS
Must be able to navigate websites and complete online training, testing and applications.

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

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

 


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