Current Job Opportunities

Client Service Specialist I, II, III or Senior (DOE)

Location

Kingston

Category

Retail Banking

Summary

The Client Service Specialist I provides exceptional customer service and represents Kitsap Bank in a courteous, professional manner to clients at branches throughout a Region.  Accurately and efficiently processes and records routine transactions for Bank clients.  Actively promotes the Bank’s products and services to gain and deepen client relationships.

Grade:              12    Range: $15.74 - $20.86

Grade:              13    Range: $15.94 - $22.96

Grade:              14    Range: $17.53 - $25.25

Grade:              15    Range: $19.13 - $27.74

This position may be eligible for quarterly incentive pay and an annual bonus depending on business factors and if the employee meets eligibility criteria.

Essential Functions:

• Accurately and efficiently processes and records routine transactions for Bank clients including cashing checks, accepting deposits and withdrawals, processing credit card and loan payments, and money transfers. 
• Actively participates in efforts to gain and deepen client relationships by seeking opportunities to discuss and offer Kitsap Bank products and services as a solution for client’s needs referring them to appropriate support staff when needed. 
• Discusses consumer and commercial products, quotes product rates when appropriate. 
• Assists with branch and/or drive-up opening and closing procedures.
• Assists clients with safe deposit box services. Processes payments and key deposits and refunds.
• Researches and responds to client inquiries, verifies account information, resolves client concerns or refers them to management as necessary.
• Actively learns, demonstrates and fosters the Kitsap Bank corporate culture in all actions and words.
• Develops, maintains and demonstrates a basic knowledge of current Bank products and services. 
• May perform or back up vault and ATM duties.
• Performs all responsibilities in accordance with bank policies and complies with all security procedures, compliance regulations and safety procedures.
• Maintain the safety and confidentiality of client information. 

Additional Responsibilities:

• Other duties as assigned. 

Required Education, Experience, and Skills

• High school diploma or equivalent.
• Minimum of six months cash handling, customer service and/or sales experience.
• Ability to accurately handle cash.
• Must be a team player with a positive attitude.
• Excellent customer service skills.
• Ability to work a flexible schedule and travel between branches as needed.
• Ability to perform basic math – addition, subtraction, multiplication, fractions and percentages. 
• Ability to effectively utilize computer technology. 
• Ability to operate standard bank/office equipment such as a copy machine, telephone, fax machine, branch capture scanner and ten-key calculator
• Banking experience preferred.

Physical/Mental Requirements:

• Ability to stand during the work shift. 
• Position frequently involves hearing, speaking, fingering, standing, walking and repetitive motions of hands/wrists. 
• Requires use of close and distance vision.
• Ability to read, write, speak and understand English and effectively communicate with Bank clients.  
• Ability to discern information and formulate appropriate action. 
• Ability to lift up to 30 pounds.

Benefits

• Medical
• Dental
• Vision
• Flexible Spending Accounts and Health Spending Accounts
• Lifestyle Spending Accounts
• Health Reimbursement Accounts
• Employee Assistance Program
• Company Sponsored Life/AD&D and Long Term Disability
• Voluntary Plans (Accident, Hospital Indemnity, Critical Illness, Short-Term Disability, Cancer Riders, and Life/AD&D Insurance)
• Pet Insurance

Retirement:

• 401k (match 4%) and Profit Sharing

Time Off:

• 10 Vacation days (prorated during first year)
• 2 Personal Days
• 1 Volunteer Time Off Day
• 11 Holidays
• 1 Sick Day per Month

APPLY NOW

Financial Service Specialist I, II, or Senior Float (DOE)

Location

North Region - Port Townsend

Category

Retail Banking

Summary

The Financial Service Specialist I (FSS I) provides exceptional customer service and represents Kitsap Bank in a courteous, professional manner to clients.  The FSS I builds and enhances client relationships by actively promoting the Bank’s products and services.  Interviews clients to determine banking needs and makes appropriate referrals to enhance client relationships.

Grade:              14    Range: $17.53 - $25.25

Grade:              15    Range: $19.13 - $27.74

Grade:              16    Range: $21.35 - $32.04

This position may be eligible for quarterly incentive pay and an annual bonus depending on business factors and if the employee meets eligibility criteria.

Essential Functions:

• Leads key sales initiatives by meeting or exceeding individual sales goals and contributing to the achievement of branch sales goals.
• Actively participates in efforts to gain and deepen client relationships by seeking opportunities to discuss and offer Kitsap Bank products and services as a solution for client’s needs referring them to appropriate support staff when needed. 
• Interviews clients to determine banking needs.  Discusses consumer and commercial products.
• Accurately quotes rates, terms and programs to meet client consumer lending needs.  Facilitates the end to end process from loan origination to closing for both non real estate and real estate secured lending products.
• Opens and processes new accounts including all types of consumer and business deposit accounts and safe boxes.
• Researches and responds to client inquiries, verifies account information, resolves client concerns or refers them to management as necessary.
• Assists branch manager with branch meetings and staff training.
• Actively learns, demonstrates and fosters the Kitsap Bank corporate culture in all actions and words.  
• Develops, maintains and demonstrates a thorough knowledge of Kitsap Bank products and services, documentation requirements and systems operation.
• Performs all responsibilities in accordance with bank policies and complies with all security procedures, compliance regulations and safety procedures.
• Maintain the safety and confidentiality of customer information.
• Backs up teller line as necessary; accurately and efficiently processes and records routine teller transactions for Bank clients including cashing checks, accepting deposits and withdrawals, processing credit card and loan payments and money transfers.  

Required Education, Experience, and Skills

• High school diploma or equivalent.
• Minimum of two years customer service and/or sales experience.  Banking or financial service industry experience preferred.  Equivalent combinations of education and experience will be considered.
• Minimum of two years cash handling experience.
• Knowledge of banking products and services and the consumer lending process.
• Ability to assess client needs and identify opportunities for cross-selling Bank products and services. 
• Demonstrated success building and enhancing client relationships. 
• Must be a team player with a positive attitude.
• Excellent customer service skills.
• Strong written and verbal communication skills.
• Ability to perform basic math – addition, subtraction, multiplication, fractions and percentages. 
• Ability to effectively utilize computer technology. 
• Ability to work a flexible schedule.
• Ability to operate standard bank/office equipment such as a copy machine, telephone, fax machine, branch capture scanner and ten-key calculator
• Must meet NMLS registration requirements*

*Note:  This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008. You will be subject to the required registration process, which includes a criminal background check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. The Bank will verify whether the applicant has been included in any of the following lists:  U.S. System for Award Management (SAM), the HUD Limited Denial of Participation List (LDP List), or the Federal Housing Finance Agency’s (FHFA) Suspended Counterparty Program (SCP) list.  Inclusion on any of these lists may also result in a rescission of your offer or termination of employment.

Physical/Mental Requirements:

• Position frequently involves hearing, speaking, fingering, standing, walking and repetitive motions of hands/wrists. 
• Requires use of close and distance vision.
• Ability to read, write, speak and understand English and effectively communicate with Bank clients
• Travel is occasionally required to client’s places of business and to attend community events.  
• Ability to discern information and formulate appropriate action. 
• Ability to lift up to 30 pounds.

Benefits

• Medical
• Dental
• Vision
• Flexible Spending Accounts and Health Spending Accounts
• Lifestyle Spending Accounts
• Health Reimbursement Accounts
• Employee Assistance Program
• Company Sponsored Life/AD&D and Long Term Disability
• Voluntary Plans (Accident, Hospital Indemnity, Critical Illness, Short-Term Disability, Cancer Riders, and Life/AD&D Insurance)
• Pet Insurance

Retirement:

• 401k (match 4%) and Profit Sharing

Time Off:

• 10 Vacation days (prorated during first year)
• 2 Personal Days
• 1 Volunteer Time Off Day
• 11 Holidays
• 1 Sick Day per Month

APPLY NOW

Client Service Specialist I, II, III or Senior (DOE)

Location

Port Townsend

Category

Retail Banking

Summary

The Client Service Specialist I provides exceptional customer service and represents Kitsap Bank in a courteous, professional manner to clients at branches throughout a Region.  Accurately and efficiently processes and records routine transactions for Bank clients.  Actively promotes the Bank’s products and services to gain and deepen client relationships.

Grade:              12    Range: $15.74 - $20.86

Grade:              13    Range: $15.94 - $22.96

Grade:              14    Range: $17.53 - $25.25

Grade:              15    Range: $19.13 - $27.74

This position may be eligible for quarterly incentive pay and an annual bonus depending on business factors and if the employee meets eligibility criteria.

Essential Functions:

• Accurately and efficiently processes and records routine transactions for Bank clients including cashing checks, accepting deposits and withdrawals, processing credit card and loan payments, and money transfers. 
• Actively participates in efforts to gain and deepen client relationships by seeking opportunities to discuss and offer Kitsap Bank products and services as a solution for client’s needs referring them to appropriate support staff when needed. 
• Discusses consumer and commercial products, quotes product rates when appropriate. 
• Assists with branch and/or drive-up opening and closing procedures.
• Assists clients with safe deposit box services. Processes payments and key deposits and refunds.
• Researches and responds to client inquiries, verifies account information, resolves client concerns or refers them to management as necessary.
• Actively learns, demonstrates and fosters the Kitsap Bank corporate culture in all actions and words.
• Develops, maintains and demonstrates a basic knowledge of current Bank products and services. 
• May perform or back up vault and ATM duties.
• Performs all responsibilities in accordance with bank policies and complies with all security procedures, compliance regulations and safety procedures.
• Maintain the safety and confidentiality of client information. 

Additional Responsibilities:

• Other duties as assigned. 

Required Education, Experience, and Skills

• High school diploma or equivalent.
• Minimum of six months cash handling, customer service and/or sales experience.
• Ability to accurately handle cash.
• Must be a team player with a positive attitude.
• Excellent customer service skills.
• Ability to work a flexible schedule and travel between branches as needed.
• Ability to perform basic math – addition, subtraction, multiplication, fractions and percentages. 
• Ability to effectively utilize computer technology. 
• Ability to operate standard bank/office equipment such as a copy machine, telephone, fax machine, branch capture scanner and ten-key calculator
• Banking experience preferred.

Physical/Mental Requirements:

• Ability to stand during the work shift. 
• Position frequently involves hearing, speaking, fingering, standing, walking and repetitive motions of hands/wrists. 
• Requires use of close and distance vision.
• Ability to read, write, speak and understand English and effectively communicate with Bank clients.  
• Ability to discern information and formulate appropriate action. 
• Ability to lift up to 30 pounds.

Benefits

• Medical
• Dental
• Vision
• Flexible Spending Accounts and Health Spending Accounts
• Lifestyle Spending Accounts
• Health Reimbursement Accounts
• Employee Assistance Program
• Company Sponsored Life/AD&D and Long Term Disability
• Voluntary Plans (Accident, Hospital Indemnity, Critical Illness, Short-Term Disability, Cancer Riders, and Life/AD&D Insurance)
• Pet Insurance

Retirement:

• 401k (match 4%) and Profit Sharing

Time Off:

• 10 Vacation days (prorated during first year)
• 2 Personal Days
• 1 Volunteer Time Off Day
• 11 Holidays
• 1 Sick Day per Month

APPLY NOW

Client Service Specialist I, II, III or Senior (DOE)

Location

Port Orchard - Bethel & Lund

Category

Retail Banking

Summary

The Client Service Specialist I provides exceptional customer service and represents Kitsap Bank in a courteous, professional manner to clients at branches throughout a Region.  Accurately and efficiently processes and records routine transactions for Bank clients.  Actively promotes the Bank’s products and services to gain and deepen client relationships.

Grade:              12    Range: $15.74 - $20.86

Grade:              13    Range: $15.94 - $22.96

Grade:              14    Range: $17.53 - $25.25

Grade:              15    Range: $19.13 - $27.74

This position may be eligible for quarterly incentive pay and an annual bonus depending on business factors and if the employee meets eligibility criteria.

Essential Functions:

• Accurately and efficiently processes and records routine transactions for Bank clients including cashing checks, accepting deposits and withdrawals, processing credit card and loan payments, and money transfers. 
• Actively participates in efforts to gain and deepen client relationships by seeking opportunities to discuss and offer Kitsap Bank products and services as a solution for client’s needs referring them to appropriate support staff when needed. 
• Discusses consumer and commercial products, quotes product rates when appropriate. 
• Assists with branch and/or drive-up opening and closing procedures.
• Assists clients with safe deposit box services. Processes payments and key deposits and refunds.
• Researches and responds to client inquiries, verifies account information, resolves client concerns or refers them to management as necessary.
• Actively learns, demonstrates and fosters the Kitsap Bank corporate culture in all actions and words.
• Develops, maintains and demonstrates a basic knowledge of current Bank products and services. 
• May perform or back up vault and ATM duties.
• Performs all responsibilities in accordance with bank policies and complies with all security procedures, compliance regulations and safety procedures.
• Maintain the safety and confidentiality of client information. 

Additional Responsibilities:

• Other duties as assigned. 

Required Education, Experience, and Skills

• High school diploma or equivalent.
• Minimum of six months cash handling, customer service and/or sales experience.
• Ability to accurately handle cash.
• Must be a team player with a positive attitude.
• Excellent customer service skills.
• Ability to work a flexible schedule and travel between branches as needed.
• Ability to perform basic math – addition, subtraction, multiplication, fractions and percentages. 
• Ability to effectively utilize computer technology. 
• Ability to operate standard bank/office equipment such as a copy machine, telephone, fax machine, branch capture scanner and ten-key calculator
• Banking experience preferred 

Physical/Mental Requirements:

• Ability to stand during the work shift. 
• Position frequently involves hearing, speaking, fingering, standing, walking and repetitive motions of hands/wrists. 
• Requires use of close and distance vision.
• Ability to read, write, speak and understand English and effectively communicate with Bank clients.  
• Ability to discern information and formulate appropriate action. 
• Ability to lift up to 30 pounds.

Benefits

• Medical
• Dental
• Vision
• Flexible Spending Accounts and Health Spending Accounts
• Lifestyle Spending Accounts
• Health Reimbursement Accounts
• Employee Assistance Program
• Company Sponsored Life/AD&D and Long Term Disability
• Voluntary Plans (Accident, Hospital Indemnity, Critical Illness, Short-Term Disability, Cancer Riders, and Life/AD&D Insurance)
• Pet Insurance

Retirement:

• 401k (match 4%) and Profit Sharing

Time Off:

• 10 Vacation days (prorated during first year)
• 2 Personal Days
• 1 Volunteer Time Off Day
• 11 Holidays
• 1 Sick Day per Month

APPLY NOW

Loan Support I, II, or III (DOE)

Location

Hybrid - Bremerton

Category

Loan Operations

Summary

The primary responsibility of the Loan Operations Support I position is for the accurate processing of all non-complex monetary transactions as well as maintenance requests, providing excellent customer service to both internal and external customers.  General understanding of the VISA process.  This position also requires being an active member and mentor of a highly evolved work team in the Loan Servicing Center.

Grade:              13   Range:  $15.94 - $22.96

                         14   Range:  $17.53 - $25.25

                         15   Range:  $19.13 - $27.74

This position may be eligible for an annual bonus depending on business factors and if the employee meets eligibility criteria.

Essential Functions:

• Responsible for the accurate posting of all monetary transactions such as payment, advance and fee transactions for all non-complex types of loans. 
• Responsible for booking and paying off of residential real estate loans and may also assist in booking all other types of loans onto the core system.
• Processes all types Loan Center Requests (LCSR) with emphasis on consumer and non-complex commercial loans (i.e. extensions, modifications, reversals, billing and payment schedule changes, rates and terms, etc.).
• Responsible for reviewing and verifying LCSR’s processed by others for completeness and accuracy. 
• Processes returned mail and address changes. 
• Maintains (log, label and archive) paid loan files.
• Pull or print file information for branches or customers answer phones, order supplies, process payoff requests. 
• Processes loan file to perfect collateral utilizing the tickler for pending items. Assists in verifying booking information.
• Prepares miscellaneous reports such as the weekly loan report.
• Responsible for processing consumer paid loan files in accordance with bank guidelines.
• Responsible for scanning loan documentation and other miscellaneous information.

Additional Responsibilities:

• Performs other duties as assigned.
• Complete all on-line compliance training courses as assigned.
• Cross trained in all areas of the loan servicing department.

Required Education, Experience, and Skills

• High school diploma or GED required.
• A minimum of one to three years of related work experience in a loan service or lending environment.  Equivalent combinations of education and experience may be considered. 
• Advanced knowledge of loan documentation and legal documentation (including complex commercial and SBA loans). 
• Work experience requiring advanced knowledge of all systems related to loan documentation and booking. 
• Ability to recognize all entity types as they pertain to loan documentation requirements. 
• Basic working knowledge of lending systems. 
• Strong computer skills and knowledge, with experience using and providing technical support for Microsoft Office products, internet browsers, e-mail programs and general Internet features.  Ability to create and maintain complex Excel spreadsheets and work with Adobe Acrobat and other software applications as needed.
• Demonstrated experience in technical issue resolution.
• Excellent technical writing and verbal (telephone) communication skills.  Ability to communicate well, on the phone and in person, demonstrating courtesy, tact and patience.
• Must be a team player with a positive attitude.
• Excellent customer service skills.
• Strong written and verbal communication skills.
• Ability to effectively utilize computer technology. 
• Ability to operate standard bank/office equipment such as a copy machine, telephone, fax machine, and ten-key calculator.

Physical/Mental Requirements:

• Position frequently involves hearing, speaking, fingering, standing, walking and repetitive motions of hands/wrists. 
• Requires use of close and distance vision.
• Ability to read, write, speak and understand English and effectively communicate with Bank clients. 

Benefits

• Medical
• Dental
• Vision
• Flexible Spending Accounts and Health Spending Accounts
• Lifestyle Spending Accounts
• Health Reimbursement Accounts
• Employee Assistance Program
• Company Sponsored Life/AD&D and Long Term Disability
• Voluntary Plans (Accident, Hospital Indemnity, Critical Illness, Short-Term Disability, Cancer Riders, and Life/AD&D Insurance)
• Pet Insurance

Retirement:

• 401k (match 4%) and Profit Sharing

Time Off:

• 10 Vacation Days (prorated for first year)
• 2 Personal Days
• 1 Volunteer Time Off Day
• 11 Holidays

APPLY NOW

Commercial Loan Documentation I, II, or III (DOE)

Location

Remote - Bremerton

Category

Loan Operations

Summary

The primary responsibility of the Commercial Loan Documentation I position is the accurate processing, documenting and perfecting collateral for non-real estate related and non-complex commercial loan files.  This position also requires being an active member and mentor of a highly evolved work team in the Loan Servicing Center.

Grade:             14         Range: $17.53 – $25.25 

                        15         Range: $19.13 – $27.74

                        16         Range: $21.35 – $32.04

This position may be eligible for an annual bonus depending on business factors and if the employee meets eligibility criteria.

Essential Functions:

• Ensures all loan documents are completed properly as prescribed in Bank policy and guidelines for all non-real estate related, and non-complex commercial loans.
• Communicates effectively with relationship managers and branch loan coordinators to ensure all loan files include all appropriate documentation, including signed approvals.
• Responsible for accurately inputting new, renewed or extension loan for non-real estate and non-complex commercial loans requests into the Bank’s core system, as well as funding the transaction, if necessary, and making the appropriate accounting entries. 
• Ensures that all collateral is perfected and secondary products are ordered or filed, UCC filings and updating ticklers as necessary.
• Prepares files for scanning and checks for accuracy all completed loan files.
• Completes various reports and perform monthly reconciliations as required.
• Reviews all non-real estate and non-complex commercial lending transactions to ensure compliance with all regulations

Additional Responsibilities:

• Performs other duties as assigned.
• Complete all on-line compliance training courses as assigned.
• Cross trained in all areas of the loan servicing department.

Required Education, Experience, and Skills

• High school diploma or GED required.
• This is an entry level position with no previous documentation skills required, however, some lending exposure is preferable. 
• Excellent organizational skills, communication (written and oral) and interpersonal skills and attention to detail are required.
• The use of decision-making, problem analysis, independent judgment or action and discretion.
• Ability to exercise sound, independent judgment and take initiative.
• Ability to work with accuracy in an environment with multiple distractions.
• Basic knowledge of personal computers and Microsoft Office Suite, and ability to operate other standard office equipment such as typewriter, and 10 key calculator/adding machine.

Physical/Mental Requirements:

• Position frequently involves hearing, speaking, fingering, standing, walking and repetitive motions of hands/wrists.
• Requires use of close and distance vision.
• Ability to sit at a workstation for long periods of time.
• Frequent bending and lifting up to 30 lbs.
• Walks and climbs stairs throughout the work shift.
• Some exposure to outside elements while traveling to and from buildings on the worksite premise.
• Reading/writing/speaking and understanding English at a level necessary to perform assigned responsibilities is continuous.
• Ability to exercise sound, independent judgment and take initiative.

Benefits

• Medical
• Dental
• Vision
• Flexible Spending Accounts and Health Spending Accounts
• Lifestyle Spending Accounts
• Health Reimbursement Accounts
• Employee Assistance Program
• Company Sponsored Life/AD&D and Long Term Disability
• Voluntary Plans (Accident, Hospital Indemnity, Critical Illness, Short-Term Disability, Cancer Riders, and Life/AD&D Insurance)
• Pet Insurance

Retirement:

• 401k (match 4%) and Profit Sharing

Time Off:

• 10 Vacation Days (prorated for first year)
• 2 Personal Days
• 1 Volunteer Time Off Day
• 11 Holidays
• 1 Sick Day per Month

APPLY NOW

Future Opportunities!

Location

Olympic Peninsula

Category

Administration

Summary

Kitsap Bank is an independent, multi-generational, women and family-owned community bank that has provided financial services to its customers since 1908. Consistently named one of Washington’s Best Workplaces, Kitsap Bank provides the perfect environment to start or grow your career.

Don’t see the job you want, but still want to join the Kitsap Bank Family?  Send in an application today and when we post new job openings, we will source candidates through this posting first!  Make sure to indicate the types of career opportunities that interest you, the hours you are able to work, your salary requirement, and anything else you would like us to know about you.

We look forward to getting to know you!

APPLY NOW

Associate Financial Advisor

Location

Kitsap County

Category

Administration

Summary

The associate financial advisor is responsible for working with a select group of the bank’s clients, including answering incoming requests, preparing for and conducting client review meetings, and researching new products to meet client goals. This position works closely with other staff members to ensure that client requests are answered in the appropriate time frame. This role is expected to provide exceptional service that could result in the addition of new clients to the practice via referrals.

Compensation Structure:

Grade:  18        $57,013 - $85,519                

This position may be eligible for quarterly incentive pay and an annual bonus depending on business factors and if the employee meets eligibility criteria.

Essential Functions:

• Monitor and maintain client portfolios
• Provide service to the firm’s current C and B clients; additional clients may be identified in future.
• Field calls and conduct review meetings for the group of clients you are working with.
• Delegate follow-up client work to other members of the bank.
• Research new products and services that will enhance client relationships or fulfill clients’ short- and long-term financial needs.
• Identify and clarify client needs.
• Meet with clients to review paperwork; ensure that all required forms are completed accurately.
• Generate reports, such as position statements, for meetings with clients.
• Conduct research on Morningstar® or COMMunity Link®.
• Draft letters as necessary.
• Place trades through Commonwealth trading platform.
• Assist with workflow needs in office:
• Maintain updated client contact records using CRM software.
• Print trade confirmations.
• Follow up on outstanding transactions with Commonwealth (e.g., transfers).
• Maintain up-to-date and organized client files, including copies of all signed applications and forms, according to Commonwealth’s compliance requirements.
• Prepare and send outgoing mail.
• Maintain appropriate turnaround time on incoming items (e.g., 24 hours for checks).
• Conduct research
• Read trade journals, books, publications, Commonwealth research publications, and the like.
• Calculate projections.
• Maintain recommended lists of mutual funds, VAs, stocks, and other products.
• Maintain up-to-date information on performance of model portfolios (e.g., through Client 360°®).
• Provide client service
• Respond to client inquiries to satisfactorily address their questions and concerns. Works collaboratively with Olympic NW Advisor Investment team members.
• Develops and sustains relationships with other Kitsap Bank team members.  When necessary work with centers of influence that the Bank has relationships with to ensure that client needs are met.
• Responds to client questions and concerns.
• Rebalances client portfolios using appropriate tools (e.g., Model Management).
• Participate in client review meetings
• Gather client data.
• Assist advisor with asset allocation decisions, portfolio construction, and rebalancing strategies based on client risk/reward objectives.
• During review meetings, analyze clients’ income, expenses, assets, and debt situation (at least annually), updating this information in the database.
• Review clients’ goals and risk profile with the advisor.
• Recommend to the advisor plans and products to help clients achieve goals; identify appropriate investment and insurance solutions.

Additional Responsibilities:

• Must seek continuing education in all aspects of the Financial Services industry.
• Performs other duties as assigned.

Required Education, Experience, and Skills

• BA or BS in business, finance or similar; advanced degree (CFP®, MBA, CPA) desired
• Minimum of three years of experience in the investment/insurance industry, experience in an advisory role required; experience with National Financial Services a plus
• Knowledge of investment/insurance industry operations and terminology
• FINRA Series 7, 63 and 65 or 66 registrations required
• Proficiency with computer programs, including the Microsoft Office Suite (Word and Excel), CRM, Wealthscape, Advent, and Morningstar
• Excellent people skills, including:
• Active listening
• Effective communication
• Professional, knowledgeable demeanor
• Ability to establish rapport with clients and coworkers
• Sophisticated organizational skills with both physical resources (e.g., files, manuals, papers) and nonphysical resources (e.g., calendars, appointments, events, client contact records, images)
• Attention to detail
• Excellent knowledge of and ability to communicate financial planning concepts and terminology
• Excellent knowledge of and ability to explain products, such as mutual funds, stocks, bonds, insurance, and annuities
• Ability to:
• Proofread and quality check own work in accordance with firm/Commonwealth criteria
• Proactively relate internal concerns to president and vice president
• Identify and solve problems in a timely, efficient, and effective manner
• Use resources available to answer questions and resolve problems (e.g., COMMunity Link, Operations Manual, office procedures, etc.)
• Use multiple technology platforms (e.g., CRM system, Wealthscape, etc.)
• Prioritize workload and meet deadlines
• Work independently

Physical Requirements:

• Ability to sit at a work station for long periods of time.
• Occasionally must stand and move around the office.
• Ability to travel throughout the system.
• Ability to lift up to 30 lbs.

Benefits

• Medical
• Dental
• Vision
• Flexible Spending Accounts and Health Spending Accounts
• Lifestyle Spending Accounts
• Health Reimbursement Accounts
• Employee Assistance Program
• Company Sponsored Life/AD&D and Long Term Disability
• Voluntary Plans (Accident, Hospital Indemnity, Critical Illness, Short-Term Disability, Cancer Riders, and Life/AD&D Insurance)
• Pet Insurance

Retirement:

• 401k (match 4%) and Profit Sharing

Time Off:

• 15 Vacation Days (prorated for first year)
• 2 Personal Days
• 1 Volunteer Time Off Day
• 11 Holidays
• 1 Sick Day per Month

APPLY NOW

Deposit Support Specialist I, II or III (DOE)

Location

Bremerton

Category

Information Technology

Summary

Deposit Support I provides effective operational services by performing the following deposit servicing functions within the department: Input, research, maintenance, verification, BranchCustomer telephone support, balancingreconciling and problem solving. 

Compensation Structure:

Grade:             14    Range:  $17.53 - $25.25                

                        15    Range:  $19.13 - $27.74

                        16    Range:  $21.35 - $32.04

This position may be eligible for an annual bonus depending on business factors and if the employee meets eligibility criteria.

**There are currently 3 openings in the Deposit Support department.

 Essential Functions:

• Maintain an average of 100 client and branch support calls per month over a 12-month period utilizing Contact Center platform for documentation. 
• Perform or complete training in the job duties below as assigned by management:
• Deposit Control Balancing – reconciliation, research, and resolution of all deposit accounts to the general ledger
• Account Reconciliation – Reconciliation/Balancing of discrepancies for Bank Control accounts
• Chargebacks - Process daily charge back checks for returned deposited items within acceptable timeframes based upon return codes, according to customer requests and in adherence to Reg CC
• IRS Reporting - IRS Interest Reporting for Bonds Redeemed and interest earned on Deposit Accounts to ensure all year-end tax reporting is accurate.
• Transfer Setup - Perform transfer setups received from branches using IBS Insight CIS / Deposit and IFMS systems and review to ensure requests received will function appropriately
• Safe Box - Complete Safe Deposit Box setup and maintenance requests received from branches for verifying boxes are set-up appropriately and ensuring correct payments and key deposits were collected or disbursed.
• New Accounts - Verification of New Accounts report - review all new accounts opened to ensure all settings meet bank standards and complete additional maintenance as needed.
• Dollar Transactions - Verify and perform all online dollar transactions from branch requests to ensure appropriate general ledger offsets and ensure requests meet bank standards.
• EFT Disputes - Support retail staff by assisting clients with EFT inquires and maintenance for Visa debit cards and entering disputes in to Centrix program.
• Mail Processing - Processes and sorts all outgoing mail according to size and zip code.  Labels and prepares documentation needed by the U.S. Postal Service for all outgoing mail.  Performs daily and monthly maintenance to the Neo Post mail machine.  Assists in supporting branches with mail delivery/receipt questions or problems.  Prepares overdraft notices for mailing.
• Explores options to reduce mailing costs.
• Pick up mail and all lockbox transactions on a daily basis.
• Documentation Review - Complete retail deposit document review and log exceptions.  
• Safe Box Access - Review and enter safe box access tickets. 
• Transaction Review - Reviews large dollar transactions for signatures and proper endorsements.
• Research - Processes daily branch research requests and render notices and/or statements as needed.
• File Transmission - Monitor and document all files sent to and received from Kaye Smith.
• Return Mail – Complete required maintenance for return mail.

Additional Responsibilities:

• Participate in achieving critical and interim goals to meet service level agreement and budget.
• Work in collaboration with branch personnel to research and resolve issues. 
• Help minimize costs associated with supplies, equipment, staffing and other expense
• Actively participate and contribute in team and department meetings to disseminate information and acceptance of new procedures.
• Fosters team approach and promotes professional relationships within Deposit Support and other departments within the bank.
• Monitoring and reviewing FIS Bulletins essential to job functions.
• Upon completion of cross training, each employee is required to complete a thorough review of all written procedures related to the task and make notes to review with management before they are considered proficient in the task. 
• Performs related duties as assigned.

Required Education, Experience, and Skills

• High School Diploma or GED.
• 2 to 3 years customer service and clerical experience in a banking or financial services industry.   Equivalent combinations of education and experience may be considered.
• Thorough understanding of deposit operations, deposit account histories and the function of on-line activity and corrections.
• Demonstrate ability to balance a cash drawer or experience reconciling accounts.
• Ability to effectively prioritize work projects and meet deadlines.
• Must have the ability to work with speed and accuracy.
• Working knowledge and experience with personal computers (Microsoft Word, Excel and Email), and ability to operate other standard office equipment such as a typewriter and 10 key calculator/adding machine.
• Ability to navigate, inquire and perform maintenance using FIS applications.
• Strong interpersonal and customer service skills to represent the Bank in a positive manner dealing with customers, bank employees and team members.
• Previous work experience requiring good judgement, problem solving and organizational skills.
• Ability to work independently and take initiative.
• Ability to function efficiently and effectively under pressure while maintaining a professional demeanor.
• Self-motivated and be flexible/adaptable to change.

Physical Requirements:

• Ability to communicate effectively on the telephone, hearing and speaking clearly.
• Ability to sit at a work station for long periods of time.
• Occasionally must stand and move around the office.
• Ability to lift up to 20 lbs.

Benefits

• Medical
• Dental
• Vision
• Flexible Spending Accounts and Health Spending Accounts
• Lifestyle Spending Accounts
• Health Reimbursement Accounts
• Employee Assistance Program
• Company Sponsored Life/AD&D and Long Term Disability
• Voluntary Plans (Accident, Hospital Indemnity, Critical Illness, Short-Term Disability, Cancer Riders, and Life/AD&D Insurance)
• Pet Insurance

Retirement:

• 401k (match 4%) and Profit Sharing

Time Off:

• 10 Vacation Days (prorated for first year)
• 2 Personal Days
• 1 Volunteer Time Off Day
• 11 Holidays
• 1 Sick Day per Month

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