General :

• Provide customer service, both internal and external, in accordance with the Service-Plus Program.
• Identify self to branch or individual. Interact with all individuals in a friendly and professional manner.
• Present accurate information on all available Bank of the Pacific accounts, procedures, and services.
• Answer telephone promptly, following established Bank Telephone Courtesy Standards.
• Project a positive and professional image through dress, appearance, conduct and an orderly work area.
• Maintain strict confidentiality of all customer records, accounts and transactions.

Specific :

• Complete and file branch monitoring reports as assigned.
• Complete daily Canadian currency and check exchange rate system changes.
• Complete subpoena research as assigned.
• Completing levy and garnishment account research as assigned.
• Assist in the daily monitoring and balancing of all branches ATM’s settlement entries and Clearing accounts.
• Assist in the daily monitoring and balancing of all ITM location’s settlement entries and Clearing accounts.
• Inactive / Dormant Account Tracking and Monitoring for all deposit applications (Checking, Savings, Certificates of Deposit, and IRA’s
• Horizon Deposit, XE DO, XE Teller and RM File Maintenance Report Review.
• Horizon Teller Drawer setup and maintenance
• Assist with the completion of daily ODP Admin tasks.
• Assist with the monitoring and administration of the Bank’s Online Account Opening platform.
• Monthly reconciliation and remittance to Oregon and Washington legal associations for IOLTA account interest.
• Daily, Quarterly, and annual interest withholding remittance payments and reports to both Oregon and IRS.
• Monthly review of Invalid TIN report.
• Timely completion of all assigned Monthly, Quarterly, Semi-Annual, and Annual Certifications and Reconciliations
• Other responsibilities as assigned.

Compliance and Internal Controls :

All employees are accountable for compliance with all laws, regulations and adherence to established internal controls and procedures when performing their job duties.

Each employee is expected to be familiar with the legal and regulatory requirements and internal controls affecting his or her job responsibilities.

It is the affirmative duty of each employee to carry out these responsibilities at all times in a manner that complies with all applicable legal and regulatory requirements and internal controls.

All employees shall be responsible for communicating upward, problems in operations, noncompliance with the code of conduct, or other policy violations or illegal actions.

Employees must participate in required training on pertinent compliance laws and regulations as required by the Bank of the Pacific.

All employees will be committed to maintaining a high level of compliance with the Bank Secrecy Act and Anti Money Laundering, USA PATRIOT Act and Financial Recordkeeping regulations recognizing that all three acts are important tools in federal efforts to combat organized crime, terrorism and drug trafficking.

Education / Knowledge / Skills & Abilities :

• High School diploma or equivalent.
• Demonstrated interest and ability to be self-sufficient and self-motivated.
• Thorough understanding of the bank policies, procedures and compliance

Skills / Knowledge / Abilities :

Manual

Computer SkillsWorking knowledge of Micro-Soft Office10-key calculatorType 40 wpm

Interactive and Social

Excellent customer relations skillsExcellent interpersonal relations skillsEffective oral communication and writing skillsSound reasoning and judgmentResourceful; good follow through

Working Conditions / Environment / Potential Hazards :

• While performing the duties of this job the employee regularly works in general office setting with a controlled climate.
• Work involves being able to concentrate on the matter at hand, sometimes managing distracting work conditions and frequent employee and customer contacts and interruptions during the day.
• Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work additional hours as needed.

Physical Requirements :

• The employee is frequently required to stand, walk, type, and speak with internal and external customers for extended periods of time.
• Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, kneeling or crouching to file materials.
• Work may involve the constant use of computer screens.
• Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, fax machine, and other office equipment including those related to completing banking services in the branches.

Work requires dexterity of hands and fingers with repetitive wrist and hand motion.

Occasional lifting 20 lbs (i.e., deposit bags, money trays, loan files, boxes).

Our Mission is simple, to be the best Bank for our employees, customers, investors and community.

At Bank of the Pacific, we are committed to delivering memorable service beyond the customer’s expectation, to include both external and internal customers.

We consistently demonstrate our values through teamwork, open communication, integrity, honesty and respect for others. Additionally, we will maintain a professional appearance through dress, conduct and an orderly work area.

A successful candidate will possess these qualities and be enthusiastic, professional and of high ethics. They will embrace our Mission, Vision and Values and actively contribute to our success.

Our Core Values We Care.

We consistently demonstrate this through :

Teamwork and open communication Integrity, honesty and respect for others Enthusiasm and positive recognition Professionalism, initiative and innovation Accountability, focused action and timely follow-through Commitment to make our company a success

For your Benefit We Offer :

• Salary range for this position is $19.50 to $22.50 per hour. The specific salary offered will depend on several factors including but not limited to applicant’s knowledge, skills and experience relevant to the position.
• We offer a comprehensive healthcare benefit package that includes : Medical, Dental, Vision, EAP, LTD, STD, Group Life, VTL, AD&D, FSA, DCAP, LFSA, and HSA.
• Retirement Savings Plan through 401(k) with an additional Roth 401(k) option. We match 100% of your deferral up to 5% of eligible compensation.
• Wellness Dollars up to $500 per year.
• Weekend Wellness Hours, up to 4 per quarter.
• Paid Birthday and Anniversary Holiday
• 11 paid Holidays per Year
• Sick Leave Time Earn up to 8 days each Year
• Vacation 12 days each Year (first year adjusted based on hire)
• Vacation Purchase Plan
• Tuition Reimbursement
• Employee Banking Privileges and Special Loan Features.

All paid time off is pro-rated for part-time employees based on their scheduled work hours.)

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.

Bank of the Pacific is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.

Salary Range Disclaimer :

The base salary range represents the minimum and the maximum of Bank of the Pacific’s salary range for this position. Actual salaries will vary depending on factors related to business needs and the employee’s relevant knowledge, qualifications, experience, and job performance for the position.

Last updated : 2024-05-16