Department: Commercial Lending 

Status: Exempt

Salary: $58,500 – $155,000

Who We Are

At Timberline Bank, our people are our most valuable asset. We seek qualified employees who enjoy people, are innovative, and who are eager to learn. We, in return, provide opportunities for personal advancement and professional growth. The driving force behind our dedication to providing a "Better, Faster, Easier. -Always." experience is the Timberline Team. From the moment you enter the building, we greet you as a person, not an account number-our belief in the value of exceeding customers' high expectations is what makes Timberline Bank a bank here for our community. Our commitment has been and always will be to provide high-quality personalized customer service. With the Timberline personal touch, the level of customer support is unparalleled. We want to support you and your financial well-being, whether through your personal or commercial needs. Each customer contributes to the success of our small business. TO US, IT IS PERSONAL.

What We Value

At Timberline Bank, the core of our culture is in the following values. We believe heavily in fulfilling each one of these to the highest degree. Our culture is the foundation of who we are as a team, and as a business.

1. Exceeding Customers’ High Expectations
2. Empowering a Dedicated Team
3. Having Fun While Winning
4. Passionate About our Communities
5. Value Added Resource for our Customers (Trusted Advisor)

Position Summary

Timberline’s Business Banker is responsible for developing and managing business banking relationships while delivering exceptional customer service and financial solutions aligned with client needs. This role focuses on relationship development, portfolio support, business development activities, and foundational credit and financial analysis. The Business Banker works under moderate supervision while building the knowledge, skills, and experience necessary for progression into more advanced commercial banking responsibilities.

Essential Duties and Responsibilities

• Develop and maintain business banking relationships through proactive customer contact and relationship-building activities.
• Identify opportunities to deepen customer relationships through loans, deposits, treasury management, and other bank products and services.
• Support portfolio growth while maintaining strong customer service standards and sound credit quality.
• Participate in business development activities including prospecting, networking, and referral generation.
• Gather financial information and assist with credit analysis, underwriting support, and loan structure recommendations.
• Monitor customer relationships for potential risk concerns and escalate issues appropriately.
• Partner with internal departments to ensure efficient service delivery and positive customer experiences.
• Maintain compliance with all bank policies, procedures, and regulatory requirements.
• Participate in community and professional networking activities to enhance market visibility and business development efforts.
• Continuously develop business banking, credit, and relationship management knowledge and skills.
• All other duties as assigned. 

Required Knowledge and Expertise

• Bachelor’s degree in business, finance, accounting, or related field preferred.
• Foundational understanding of business banking and financial products.
• Strong interpersonal, communication, and customer service skills.
• Demonstrated initiative and relationship-building ability.
• Basic financial analysis and problem-solving skills.

Preferred Knowledge and Expertise

• Prior banking, sales, or business development experience.
• Experience working with business customers.
• Understanding of commercial lending fundamentals.

Key Competencies/Skills

• Demonstrates initiative and learning agility. 
• Builds trust-based customer relationships. 
• Exhibits accountability and professionalism. 
• Collaborates effectively with internal partners.
• Demonstrates strong organizational and follow-through skills. 
• Be Thorough: Ensure that work is completed thoroughly and correctly; prepare carefully for meetings and presentations.
• Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Relationship Building: Ability to effectively build relationships with vendors, management, and staff.
• Achieve Results: Complete tasks on a timely basis and based on an understanding of the priorities.
• Establish and Maintain Personal Credibility: Consistently model behavior that is perceived as responsible, reliable, and ethical.
• Communicate Effectively: Express oneself clearly in interactions with others, both verbally and in writing. Notice, interpret, and anticipate needs and concerns. Ensure that critical information is shared with those who should be kept informed.
• Time Management: Ability to effectively utilize available time for the completion of necessary job tasks.
• Ability to work independently and in a fast-paced team environment.
• Possess strong organizational skills with the ability to multi-task and prioritize work.

**Pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules, the salary range above represents the low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Incentives based on Timberline Team goals may also be offered. In addition, Timberline Bank provides a variety of benefits to full time employees, including health insurance coverage, vision insurance, dental insurance, life and disability coverage, 401K plan, paid holidays and paid time off.

Department: Commercial Lending 

Status: Exempt

Salary: $58,500 – $155,000

Who We Are

At Timberline Bank, our people are our most valuable asset. We seek qualified employees who enjoy people, are innovative, and who are eager to learn. We, in return, provide opportunities for personal advancement and professional growth. The driving force behind our dedication to providing a "Better, Faster, Easier. -Always." experience is the Timberline Team. From the moment you enter the building, we greet you as a person, not an account number-our belief in the value of exceeding customers' high expectations is what makes Timberline Bank a bank here for our community. Our commitment has been and always will be to provide high-quality personalized customer service. With the Timberline personal touch, the level of customer support is unparalleled. We want to support you and your financial well-being, whether through your personal or commercial needs. Each customer contributes to the success of our small business. TO US, IT IS PERSONAL.

What We Value

At Timberline Bank, the core of our culture is in the following values. We believe heavily in fulfilling each one of these to the highest degree. Our culture is the foundation of who we are as a team, and as a business.

1. Exceeding Customers’ High Expectations
2. Empowering a Dedicated Team
3. Having Fun While Winning
4. Passionate About our Communities
5. Value Added Resource for our Customers (Trusted Advisor)

Position Summary

Timberline’s Business Banking Officer is responsible for independently managing and growing a portfolio of business banking relationships through consultative relationship management, business development, and sound credit administration. This role demonstrates advanced relationship management capabilities, strong credit acumen, and the ability to deliver customized banking solutions that support customer growth while managing risk appropriately.

Essential Duties and Responsibilities

• Independently manage and grow a portfolio of business banking relationships.
• Develop and execute business development strategies to generate new loan, deposit, and treasury management opportunities. 
• Build and maintain strong referral and center-of-influence networks.
• Analyze financial statements, cash flow, collateral, and business operations to structure sound credit recommendations. 
• Present loan opportunities and relationship strategies clearly and effectively.
• Proactively monitor portfolio performance, identify risk trends, and manage relationship issues appropriately.
• Deliver consultative banking solutions tailored to customer needs and business objectives.
• Collaborate effectively with credit, treasury management, retail, and other internal business partners.
• Assist with coaching and mentoring less experienced team members.
• Maintain strong knowledge of banking products, market conditions, and industry trends.
• Represent the bank professionally within the community and business market.
• All other duties as assigned.

Required Knowledge and Expertise

• Bachelor’s degree in business, finance, accounting, or related field preferred.
• Several years of business banking, commercial lending, or related financial services experience.
• Demonstrated business development and portfolio management success.
• Strong financial analysis and credit structuring skills.
• Ability to independently manage customer relationships and priorities.Preferred Knowledge and Expertise

• Prior banking, sales, or business development experience.
• Experience working with business customers.
• Understanding of commercial lending fundamentals.

Preferred Knowledge and Expertise

• Formal credit training.
• Experience managing moderate-complexity commercial relationships.
• Treasury management and cash management knowledge.

Key Competencies/Skills

• Demonstrates initiative and learning agility. 
• Builds trust-based customer relationships. 
• Exhibits accountability and professionalism. 
• Collaborates effectively with internal partners.
• Demonstrates strong organizational and follow-through skills. 
• Be Thorough: Ensure that work is completed thoroughly and correctly; prepare carefully for meetings and presentations.
• Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Relationship Building: Ability to effectively build relationships with vendors, management, and staff.
• Achieve Results: Complete tasks on a timely basis and based on an understanding of the priorities.
• Establish and Maintain Personal Credibility: Consistently model behavior that is perceived as responsible, reliable, and ethical.
• Communicate Effectively: Express oneself clearly in interactions with others, both verbally and in writing. Notice, interpret, and anticipate needs and concerns. Ensure that critical information is shared with those who should be kept informed.
• Time Management: Ability to effectively utilize available time for the completion of necessary job tasks.
• Ability to work independently and in a fast-paced team environment.
• Possess strong organizational skills with the ability to multi-task and prioritize work.

**Pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules, the salary range above represents the low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Incentives based on Timberline Team goals may also be offered. In addition, Timberline Bank provides a variety of benefits to full time employees, including health insurance coverage, vision insurance, dental insurance, life and disability coverage, 401K plan, paid holidays and paid time off.

Department: Retail Sales Team

Salary: $39,525 – $53,475 

Status: Non-Exempt 

Who We Are 

At Timberline Bank, our people are our most valuable asset. We seek qualified employees who enjoy people, are innovative, and who are eager to learn. We, in return, provide opportunities for personal advancement and professional growth. The driving force behind our dedication to providing “Better, Faster, Easier. -Always." experience is the Timberline Team. From the moment you enter the building, we greet you as a person, not an account number- our belief in the value of exceeding customers' high expectations is what makes Timberline Bank a bank here for our community. Our commitment has been and always will be to provide high-quality personalized customer service. With Timberline personal touch, the level of customer support is unparalleled. We want to support you and your financial well-being, whether through your personal or commercial needs. Each customer contributes to the success of our small business. TO US, IT IS PERSONAL. 

What We Value 

At Timberline Bank, the core of our culture is in the following values. We believe heavily in fulfilling each one of these to the highest degree. 

Our culture is the foundation of who we are as a team, and as a business. 

1. Exceeding Customers’ High Expectations 
2. Empowering a Dedicated Team 
3. Having Fun While Winning 
4. Passionate About our Communities 
5. Value Added Resource for our Customers (Trusted Advisor) 

Position Summary 

The Business Banking Specialist II is a full-time, non-exempt, non-officer position based on site at our Grand Junction Headquarters. This role requires excellent customer service skills and the ability to work well with the team. As the next progression within the Retail Sales team, this position acts as a personal banker for the branch’s business customers, supporting their day-to-day account needs and assisting with more advanced banking solutions. 

Essential Duties and Responsibilities: 

Must be proficient and able to perform all essential duties and responsibilities of the Business Banking Specialist I. In addition, this position will: 

• Consistently provide prompt, courteous, and high-quality customer service.
• Identify customer needs, recommend appropriate solutions, and engage in ongoing problem solving.
• Follow established audit, security, and compliance guidelines while maintaining a solid understanding of relevant policies and procedures. 
• Assist in resolving customer service issues in a timely and professional manner. 
• Maintain strict confidentiality of all sensitive customer and proprietary information. 
• Assist in establishing and maintaining strong relationships with both business and consumer customers. 
• Serve as the primary representative for opening walk-in business deposit accounts and assisting customers with inquiries regarding bank services. 
• Serve as the secondary representative for opening walk-in personal deposit accounts and providing related customer support. 
• Demonstrate thorough knowledge of complex business banking solutions, including but not limited to: 
  • Direct Deposits 
  • Business Online Banking 
  • Mobile Banking 
  • Remote Deposit Capture (RDC) and installation 
  • Domestic and International Wire Transfers, including online wires 
  • ACH services 
  • Troubleshooting issues and educating customers on the use of business products and services 
• Promote non-interest income products, including merchant services, credit cards, and other relevant offerings. 
• Diagnose and troubleshoot technical issues in person, over the phone, and via email in an efficient, timely, and professional manner. 
• Collaborate with Business Bankers to support existing business customers, target prospective clients, and promote appropriate banking products and services, which includes: 
  • Traveling to customer locations to provide installation of equipment and software, along with training, education, and troubleshooting, in accordance with all Timberline Bank policies. 
  • Providing product-support expertise by reviewing setup documentation for accuracy, completing system setup for cash-management services, and assisting with training for both customers and Bank employees. 
• Establish and maintain a strong working relationship with an assigned Business Banker, serving as their primary Business Banking Specialist contact. 
• Attend and actively participate in all required training, including New Accounts, Risk Management, and other assigned programs. 
• Meet assigned performance goals (“rocks”) as established by the department supervisor. 
• Perform additional duties as skills develop and professional goals are achieved. 

Required Knowledge and Expertise 

• High School Diploma or GED. 
• Colorado Notary. 
• Knowledge of banking services and products to offer solutions to meet our customers’ needs. 
• Proven people, communication, prioritization, and organizational skills. 
• Team player with a strong, team-focused attitude. 
• Maintain a current knowledge of all regulations, including BSA, along with demonstrating a knowledge and understanding of the Bank’s policies and procedures. 
• Continuing education to maintain job knowledge. 
• Career progression from BBSI to BBSII is based on demonstrated proficiency in all required skills, as well as the successful completion of applicable testing and/or tenure requirements. 
• A minimum of six months in the BBSI role is required for advancement consideration. 

Key Competencies: 

• Be Thorough: Ensure that work is completed thoroughly and correctly; prepare carefully for meetings and presentations; and follow up with others to ensure that agreements and commitments have been fulfilled.
• Achieve Results: Complete tasks on a timely basis and based on an understanding of the priorities.
• Establish and Maintain Personal Credibility: Consistently model behavior for employees and management that is perceived as responsible, reliable, and ethical.
• Communicate Effectively: Express oneself clearly in interactions with others, both verbally and in writing. Notice, interpret, and anticipate employees’ needs and concerns.
• Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Relationship Building: Ability to effectively build relationships with vendors, management, and staff.
• Time Management: Ability to effectively utilize available time for the completion of necessary job tasks.

Pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules, the salary range above represents the low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Incentives based on Timberline Team goals may also be offered. In addition, Timberline Bank provides a variety of benefits to full time employees, including health insurance coverage, vision insurance, dental insurance, life and disability coverage, 401K plan, paid holidays and paid time off.

Equal Employer Opportunity Statement: Timberline Bank prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. All job requirements in the job description provided indicate the minimum level of knowledge, skills, and/or abilities deemed necessary to perform the job competently. Job descriptions are an overview of the duties, responsibilities, and requirements of the position. Employees may be required to perform other job-related assignments as requested. OUR COMPANY ADHERES TO A POLICY OF EMPLOYMENT-AT-WILL, WHICH ALLOWS EITHER PARTY TO TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT CAUSE OR NOTICE.

Department: Commercial Lending 

Status: Exempt

Salary: $58,500 – $155,000

Who We Are

At Timberline Bank, our people are our most valuable asset. We seek qualified employees who enjoy people, are innovative, and who are eager to learn. We, in return, provide opportunities for personal advancement and professional growth. The driving force behind our dedication to providing a "Better, Faster, Easier. -Always." experience is the Timberline Team. From the moment you enter the building, we greet you as a person, not an account number-our belief in the value of exceeding customers' high expectations is what makes Timberline Bank a bank here for our community. Our commitment has been and always will be to provide high-quality personalized customer service. With the Timberline personal touch, the level of customer support is unparalleled. We want to support you and your financial well-being, whether through your personal or commercial needs. Each customer contributes to the success of our small business. TO US, IT IS PERSONAL.

What We Value

At Timberline Bank, the core of our culture is in the following values. We believe heavily in fulfilling each one of these to the highest degree. Our culture is the foundation of who we are as a team, and as a business.

1. Exceeding Customers’ High Expectations
2. Empowering a Dedicated Team
3. Having Fun While Winning
4. Passionate About our Communities
5. Value Added Resource for our Customers (Trusted Advisor)

Position Summary

Timberline’s Business Banking Officer is responsible for independently managing and growing a portfolio of business banking relationships through consultative relationship management, business development, and sound credit administration. This role demonstrates advanced relationship management capabilities, strong credit acumen, and the ability to deliver customized banking solutions that support customer growth while managing risk appropriately.

Essential Duties and Responsibilities

• Independently manage and grow a portfolio of business banking relationships.
• Develop and execute business development strategies to generate new loan, deposit, and treasury management opportunities. 
• Build and maintain strong referral and center-of-influence networks.
• Analyze financial statements, cash flow, collateral, and business operations to structure sound credit recommendations. 
• Present loan opportunities and relationship strategies clearly and effectively.
• Proactively monitor portfolio performance, identify risk trends, and manage relationship issues appropriately.
• Deliver consultative banking solutions tailored to customer needs and business objectives.
• Collaborate effectively with credit, treasury management, retail, and other internal business partners.
• Assist with coaching and mentoring less experienced team members.
• Maintain strong knowledge of banking products, market conditions, and industry trends.
• Represent the bank professionally within the community and business market.
• All other duties as assigned.

Required Knowledge and Expertise

• Bachelor’s degree in business, finance, accounting, or related field preferred.
• Several years of business banking, commercial lending, or related financial services experience.
• Demonstrated business development and portfolio management success.
• Strong financial analysis and credit structuring skills.
• Ability to independently manage customer relationships and priorities.Preferred Knowledge and Expertise

• Prior banking, sales, or business development experience.
• Experience working with business customers.
• Understanding of commercial lending fundamentals.

Preferred Knowledge and Expertise

• Formal credit training.
• Experience managing moderate-complexity commercial relationships.
• Treasury management and cash management knowledge.

Key Competencies/Skills

• Demonstrates initiative and learning agility. 
• Builds trust-based customer relationships. 
• Exhibits accountability and professionalism. 
• Collaborates effectively with internal partners.
• Demonstrates strong organizational and follow-through skills. 
• Be Thorough: Ensure that work is completed thoroughly and correctly; prepare carefully for meetings and presentations.
• Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Relationship Building: Ability to effectively build relationships with vendors, management, and staff.
• Achieve Results: Complete tasks on a timely basis and based on an understanding of the priorities.
• Establish and Maintain Personal Credibility: Consistently model behavior that is perceived as responsible, reliable, and ethical.
• Communicate Effectively: Express oneself clearly in interactions with others, both verbally and in writing. Notice, interpret, and anticipate needs and concerns. Ensure that critical information is shared with those who should be kept informed.
• Time Management: Ability to effectively utilize available time for the completion of necessary job tasks.
• Ability to work independently and in a fast-paced team environment.
• Possess strong organizational skills with the ability to multi-task and prioritize work.

**Pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules, the salary range above represents the low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Incentives based on Timberline Team goals may also be offered. In addition, Timberline Bank provides a variety of benefits to full time employees, including health insurance coverage, vision insurance, dental insurance, life and disability coverage, 401K plan, paid holidays and paid time off.

Department: Client Services

Reports To: Client Services Team Lead

Status: Non-Exempt

Salary Range: $32,300 - $43,700

Who We Are

At Timberline Bank, our people are our most valuable asset. We seek qualified employees who enjoy people, are innovative, and who are eager to learn. We, in return, provide opportunities for personal advancement and professional growth. The driving force behind our dedication to providing a "Better, Faster, Easier. -Always." experience is the Timberline Team. From the moment you enter the building, we greet you as a person, not an account number-our belief in the value of exceeding customers' high expectations is what makes Timberline Bank a bank here for our community. Our commitment has been and always will be to provide high-quality personalized customer service. With the Timberline personal touch, the level of customer support is unparalleled. We want to support you and your financial well-being, whether through your personal or commercial needs. Each customer contributes to the success of our small business. TO US, IT IS PERSONAL.

What We Value

At Timberline Bank, the core of our culture is in the following values. We believe heavily in fulfilling each one of these to the highest degree. Our culture is the foundation of who we are as a team, and as a business.

1. Exceeding Customers’ High Expectations

2. Empowering a Dedicated Team

3. Having Fun While Winning

4. Passionate About our Communities

5. Value Added Resource for our Customers (Trusted Advisor)

Position Summary

The Client Services Review Specialist provides support to bank customers and the New Accounts team by processing and reviewing wire requests, account closures, address changes, and Online banking troubleshooting. The Review Specialist also provides additional support to the Client Services team and reviews all new and revised deposit accounts for accuracy and compliance with established procedures. Career progression to Review Specialist II is based on demonstrated proficiency, efficiency and competency in all required skills and responsibilities. A minimum of six months in the Client Services Review Specialist I role is required for advancement consideration. Employees must successfully complete all required training as determined by their supervisor and achieve a score of 80% or higher.

Essential Duties and Responsibilities

→ Provide prompt, courteous, and professional customer service at all times. Answer incoming calls, assist customers with their inquiries, and transfer calls to the appropriate department.

→ Assist with deposit files in the production workflow.

→ Complete deposit system (Premier) maintenance after account opening or account revisions.

→ Ensure internal processes are complete for closed accounts.

→ Ensure quality control and accuracy for holds, stop payments, and debit card maintenance to justify Premier processing.

→ Complete daily inactive and dormant account maintenance and client communication.

→ Assist all Banking Specialists with deposit exceptions and scanning.

→ Facilitate communication between Banking Specialists and QC Review to ensure that critical exceptions are addressed.

→ Complete deposit research, retrieve statements, and coordinating documentation for all departments.

→ Work with the New Accounts Team to verify services are ordered for customers such as debit cards and checks.

→ Provide assistance to Bank customers and the New Accounts Team with wires, closing of accounts, notaries, and address changes.

→ Revise customer accounts with changes such as name mergers, change of address, name change, and adding or

removing signers.

→ Deposit file maintenance review.

→ Follow established audit, security and compliance guidelines and Bank policies and procedures.

→ Ensure compliance with federal and state regulations as well as internal policies.

→ Duties may be expanded on as experience and professional goals are achieved.

Required Knowledge and Expertise

→ High School Diploma or equivalent.

→ Customer-oriented with excellent verbal and written communication skills.

→ Strict adherence to confidentiality requirements.

→ Proven people, communication, prioritization, and organizational skills with a team-focused attitude.

→ General working knowledge of the compliance laws/regulation regarding deposit/loan accounts.

→ Knowledge of Bank data processing system and deposit software platforms.

→ Proficient in computer software programs including Excel and Word.

→ Ability to work on a computer for extended hours at a time.

Key Competencies/Skills

→ Be Thorough: Ensure that work is completed thoroughly and correctly; prepare carefully for meetings and presentations.

→ Achieve Results: Complete tasks on a timely basis and based on an understanding of the priorities.

→ Establish and Maintain Personal Credibility: Consistently model behavior that is perceived as responsible, reliable, and ethical.

→ Communicate Effectively: Express oneself clearly in interactions with others, both verbally and in writing. Notice, interpret, and anticipate needs and concerns. Ensure that critical information is shared with those who should be kept informed.

→ Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

→ Relationship Building: Ability to effectively build relationships with vendors, management, and staff.

→ Time Management: Ability to effectively utilize available time for the completion of necessary job tasks.

**Pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules, the salary range above represents the low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees.

Incentives based on Timberline Team goals may also be offered. In addition, Timberline Bank provides a variety of benefits to full time employees, including health insurance coverage, vision insurance, dental insurance, life and disability coverage, 401K plan, paid holidays and paid time off.

Equal Employer Opportunity Statement

Timberline Bank prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. All job requirements in the job description provided indicate the minimum level of knowledge, skills, and/or abilities deemed necessary to perform the job competently. Job descriptions are an overview of the duties, responsibilities, and requirements of the position.

Employees may be required to perform other job-related assignments as requested. OUR COMPANY ADHERES TO A POLICY OF EMPLOYMENT-AT-WILL, WHICH ALLOWS EITHER PARTY TO TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT CAUSE OR NOTICE.

Department: Client Services

Reports To: Card/Client Services Officer

Status: Non-Exempt

Salary Range: $33,320 - $45,080

Who We Are

At Timberline Bank, our people are our most valuable asset. We seek qualified employees who enjoy people, are innovative, and who are eager to learn. We, in return, provide opportunities for personal advancement and professional growth. The driving force behind our dedication to providing a "Better, Faster, Easier. -Always." experience is the Timberline Team. From the moment you enter the building, we greet you as a person, not an account number-our belief in the value of exceeding customers' high expectations is what makes Timberline Bank a bank here for our community. Our commitment has been and always will be to provide high-quality personalized customer service. With the Timberline personal touch, the level of customer support is unparalleled. We want to support you and your financial well-being, whether through your personal or commercial needs. Each customer contributes to the success of our small business. TO US, IT IS PERSONAL.

What We Value

At Timberline Bank, the core of our culture is in the following values. We believe heavily in fulfilling each one of these to the highest degree. Our culture is the foundation of who we are as a team, and as a business.

1. Exceeding Customers’ High Expectations

2. Empowering a Dedicated Team

3. Having Fun While Winning

4. Passionate About our Communities

5. Value Added Resource for our Customers (Trusted Advisor)

Position Summary

The Client Services Specialist I position is a full-time, non-exempt position located in Grand Junction. This position, while based out of Grand Junction, will perform duties for the entire Bank. This position requires strong organizational and memory skills and an ability to work independently and with a team. This position will provide exemplary customer service during their interactions with both customers and other teams within the Bank. Career progression to Client Services Specialist II is based on demonstrated proficiency, efficiency and competency in all required skills and responsibilities. A minimum of six months in the Client Services I role is required for advancement consideration. Employees must successfully complete all required training as determined by their supervisor and achieve a score of 80% or higher.

Essential Duties and Responsibilities

→ Provide quality customer service promptly and courteously at all times via phone, email, and in-person.

→ Provide assistance to Bank customers and the New Accounts Team with wires, closing of accounts, account research and address changes.

→ Answer and transfer incoming calls.

→ Research and Resolve FreshService tickets and maintain accurate records of resolutions and escalations.

→ Research/resolve credit/debit card issues.

→ Monitor and review credit/debit card reports.

→ Order credit/debit cards and other miscellaneous customer supplies

→ Process credit card payments.

→ Guide customers through setting up and managing online banking accounts and mobile apps.

→ Troubleshoot login issues, transaction errors, and digital payment concerns.

→ Educate customers on secure banking practices to prevent fraud..

→ Provide high-quality assistance to customers via phone, email, and in-person.

→ Resolve customer issues related to online banking access, transactions, and troubleshooting errors.

→ Review and/or resolve NSFs, chargebacks, stop pays, non-posted transactions, return items, adjustments etc.

→ Account and credit card charge-offs.

→ Follow established audit, security and compliance guidelines and Bank policies and procedures.

→ Ensure compliance with federal and state regulations as well as internal policies.

→ Perform job functions in compliance with all company policies, federal and state rules and regulations as applicable to the position.

→ Duties may be expanded on as experience and professional goals are achieved.

Required Knowledge and Expertise

→ High School Diploma or equivalent.

→ Customer-oriented with excellent verbal and written communication skills.

→ Strict adherence to confidentiality requirements.

→ Proven people, communication, prioritization, and organizational skills with a team-focused attitude.

→ General working knowledge of the compliance laws/regulation regarding deposit/loan accounts.

→ Knowledge of Bank data processing system and deposit software platforms.

→ Proficient in computer software programs including Excel and Word.

→ Ability to work on a computer for extended hours at a time.

Key Competencies/Skills

→ Be Thorough: Ensure that work is completed thoroughly and correctly; prepare carefully for meetings and presentations.

→ Achieve Results: Complete tasks on a timely basis and based on an understanding of the priorities.

→ Establish and Maintain Personal Credibility: Consistently model behavior that is perceived as responsible, reliable, and ethical.

→ Communicate Effectively: Express oneself clearly in interactions with others, both verbally and in writing. Notice, interpret, and anticipate needs and concerns. Ensure that critical information is shared with those who should be kept informed.

→ Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

→ Relationship Building: Ability to effectively build relationships with vendors, management, and staff.

→ Time Management: Ability to effectively utilize available time for the completion of necessary job tasks.

**Pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules, the salary range above represents the low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees.

Incentives based on Timberline Team goals may also be offered. In addition, Timberline Bank provides a variety of benefits to full time employees, including health insurance coverage, vision insurance, dental insurance, life and disability coverage, 401K plan, paid holidays and paid time off.

Equal Employer Opportunity Statement

Timberline Bank prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. All job requirements in the job description provided indicate the minimum level of knowledge, skills, and/or abilities deemed necessary to perform the job competently. Job descriptions are an overview of the duties, responsibilities, and requirements of the position.

Employees may be required to perform other job-related assignments as requested. OUR COMPANY ADHERES TO A POLICY OF EMPLOYMENT-AT-WILL, WHICH ALLOWS EITHER PARTY TO TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT CAUSE OR NOTICE.