client services assistant

Paper Works Printers

<p><b>Job Summary</b></p><p>We are seeking a detail-oriented and proactive Accounts Assistant to join our dynamic team. The ideal candidate will play a crucial role in supporting our financial operations by managing various accounting tasks, ensuring accurate data entry, document management, operational support and providing exceptional customer support. This position requires strong communication skills and the ability to work collaboratively in a fast-paced environment. The Account Assistant ensures that administrative processes are executed efficiently, supporting the Brokers and other team members in delivering exceptional service to clients.</p><p><b>Key Responsibilities</b></p><ul><li>Assist with day-to-day administrative tasks such as filing, data entry, and managing client records.</li><li>Prepare and maintain accurate documentation for insurance policies, endorsements, and client correspondence.</li><li>Process and distribute internal and external communications, including emails, letters, and reports.</li><li>Support client communications by scheduling appointments, handling basic inquiries, and directing complex issues to appropriate team members.</li><li>Assist in preparing client proposals, policy documents, and renewal notices.</li><li>Update clients on the status of their requests or documents, as directed by licensed team members.</li><li>Manage the collection, organization, and distribution of documents related to insurance policies, claims, and client interactions.</li><li>Maintain confidentiality and security of sensitive client information.</li><li>Assist in coordinating internal meetings, training sessions, and client events.</li><li>Collaborate with other team members to ensure smooth operations and resolve any administrative issues.</li></ul><p><b>Periodic Duties</b></p><ul><li>Support the preparation of presentations, reports, and other materials for team meetings.</li><li>Generate reports and summaries for internal use, including client activity and policy status.</li></ul><p><b>Qualifications &amp; Asset</b></p><ul><li>High school diploma or equivalent required.</li><li>Minimum of 1-2 years of experience in an administrative or support role, preferably within an insurance or financial services environment.</li><li>A post-secondary diploma in Business, Finance, Insurance, or a related field preferred.</li></ul><p><b>Requirements</b></p><ul><li>Proficiency in English; bilingual or multilingual skills are highly desirable.</li><li>Previous experience in customer support, client services, or call center environments is preferred.</li><li>Strong computer skills with a focus on Microsoft Office applications (Excel, Word, PowerPoint).</li><li>Excellent typing skills with attention to detail for accurate data entry.</li><li>Strong communication skills, both verbal and written, to effectively interact with clients and team members.</li><li>Ability to handle cash transactions accurately and responsibly.</li><li>Analytical skills to assess financial information and contribute to decision-making processes.</li><li>A proactive attitude with the ability to work independently as well as part of a team. If you are passionate about finance and customer service and possess the required skills, we encourage you to apply for this exciting opportunity as an Accounts Assistant.</li></ul><p><b>Technical Competencies</b></p><ul><li>Familiarity with insurance management software and CRM systems to perform data entry and manage client information.</li><li>Ability to enter and maintain data accurately, with attention to detail and efficiency.</li><li>Experience in handling, organizing, and processing documents in a professional setting.</li><li>Proficiency in Microsoft Office applications (Word, Excel, Outlook, PowerPoint) for preparing documents, spreadsheets, and presentations.</li><li>Basic understanding of financial and insurance terminology and processes.</li></ul><p><b>Person Specification</b></p><ul><li>Clear and effective verbal and written communication skills for interacting with clients and team members.</li><li>Ability to provide supportive and responsive service to clients, addressing their needs professionally.</li><li>Strong organizational abilities to manage multiple tasks, prioritize responsibilities, and ensure timely completion of duties.</li><li>Ability to work effectively with colleagues and support the team&rsquo;s objectives and goals.</li><li>Basic problem-solving skills to address and escalate issues as needed, ensuring smooth administrative operations.</li></ul><p><b>Working Conditions</b></p><p>Works primarily in a standard office setting with a typical climate-controlled environment. The role requires periods of sitting, computer use, and participation in meetings or collaborative sessions. Noise levels are generally low, and the position involves minimal physical exertion.</p><p><i><b>Shift Schedule</b></i> <i>- Monday to Friday, 06:00 pm to 02:00 am. Please note that it is an In-Person position and requires the candidate to be physically present in our Lahore Office.</i></p><p>Job Types: Full-time, Contract</p><p>Pay: Rs60,000.00 - Rs70,000.00 per month</p><p>Work Location: In person</p>

Accounts Assistant (Insurance)

Metro Legal Services

<div><p><i>Location: Downtown Minneapolis, MN in person 5 days/week</i></p>
<p><b>
About Us</b></p>
<p>
Join Metro Legal Services, part of the Proof family of companies. Be part of a trusted Twin Cities legal services leader with 50+ years of experience, now backed by Proof's scale and innovation. Here, you'll find the stability of an established brand and the growth opportunities of a fast-scaling legal technology company.</p>
<p><b>
Position Overview</b></p>
<p>
As a <b>Nationwide Services Department Assistant</b> on the Operations team, you will work closely with your team to ensure a smooth and accurate experience for both our server partners and our clients. This is an excellent opportunity for individuals with legal assistant, paralegal, or law firm experience who thrive in fast-paced environments.</p>
<p><b>
Key Responsibilities</b></p>
<ul>
<li>Accept new service requests from clients, set them up in our system, determine the proper server partner, transmit the request to the server partner.</li>
<li>Respond to server partner and client questions, concerns and feedback via email and phone to deliver quality service.</li>
<li>Request updates from server partners and upon receipt provide an update to the client.</li>
<li>Receive invoices from server partners and process them to ensure smooth payment for services rendered.</li>
<li>After job completion create a bill for the client.</li>
<li>Coordinate work product return from the server partners.</li>
<li>Work closely with legal teams, process servers, and other departments to maintain efficient workflows and meet deadlines.</li>
<li>Stay current with evolving legal procedures and process changes, adapting quickly to new technologies and methods.</li>
</ul>
<p><b>Qualifications</b></p>
<ul>
<li>1+ years of professional work experience in the service of process industry or a related field (consulting, operations, strategy)</li>
<li>Accustomed to documenting your work as you go and communicating with a cross-functional audience</li>
<li>Strong collaboration and partner management skills - building deep, trust-based relationships with server partners</li>
<li>Strong time management, organization, communication, and administrative skills</li>
<li>Ability to prioritize and execute on multiple projects within stated deadlines</li>
<li>Experience with high volume work load</li>
<li>Experience in legal and/or real estate background preferred</li>
<li>Must be able to be onsite in office 5 days/week</li>
<li>A full 8 hours of actual work time (excluding lunch breaks) is expected each workday</li>
<li>Bachelor's degree or paralegal certification is preferred but not required.</li>
</ul>
<p><b>Compensation &amp; Benefits</b></p>
<ul>
<li><b>Hourly Pay</b>: $20 per hour, overtime available</li>
<li><b>Bonus Plan</b>: Eligible to participate in the company bonus plan</li>
<li><b>Comprehensive Benefits</b>: Medical, dental, vision, disability insurance, and 401k available</li>
<li><b>Flexible time off</b>: Paid planned and sick time, and paid holidays)</li>
<li><b>Work Hours: </b>A full 8 hours of actual work time (excluding lunch breaks) is expected each workday</li>
</ul>
<p><b>E-Verify</b></p>
<p>
This company participates in E-Verify, for more information view the Participation and Right to Work Posters.</p></div>

Nationwide Services Department Assistant (MN)

CARES

<div><p><b>CFTSS Intake Assistant</b></p>
<p><b>Salary Range: </b>$45-$55k</p>
<p><b>Location: </b>Dyker Heights, Brooklyn, NY</p>
<p><b>Essential Duties and Responsibilities:</b></p>
<p>The role of a CFTSS Intake Assistant includes the execution of consent forms, including rectifying all errors and omissions and submission of said forms. In addition, they would oversee the ongoing waiting list for services; this includes updates, additions and contacting clients when services are available. They must have the ability to manage detailed tasks and follow through with consistency.</p>
<ul><li>Perform related duties as assigned by supervisor.</li>
<li>Maintain compliance with all company policies and procedures.</li>
<li>Initiate and review consent forms for submission. Correct errors and omissions as necessary.</li>
<li>Weekly meetings with supervisor.</li>
<li>Oversee the waiting list for services and interact with clients regarding their placement.</li>
<li>Communicating with Insurance Companies and obtaining authorizations.</li>
<li>Reviewing cases to ensure compliance.</li>
<li>Speaking to families regarding services.</li>
</ul>
<p><b>Education and/or Work Experience Requirements:</b></p>
<ul><li>Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers.</li>
<li>Computer proficiency (MS Office &ndash; Word, Excel and Outlook)</li>
<li>Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service.</li>
<li>Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices.</li>
<li>High school diploma or GED required.</li>
</ul>
<p><b>Physical Requirements:</b></p>
<ul><li>Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.</li>
<li>Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards.</li>
<li>Must be able to lift and carry up to 35 lbs.</li>
<li>Must be able to talk, listen and speak clearly.</li>
</ul>
<p><b>Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.</b></p>
<p>CARES (Community Assistance Resources and Extended Services, Inc.) is to assist children and adults with intellectual/developmental disabilities (ID/DD) and/or mental health conditions and their families, in particular, from under-served multilingual communities, access information, obtain resources and services.</p></div><p></p>

CFTSS Intake Assistant

Columbia Bank

<div><div><div><b>About Us:</b></div></div><div></div><div>
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.</div><div>
</div><div>
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.</div><div>
</div><div>
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.</div><p></p><p><b><br>
About the Role:</b></p><p>
Provide administrative &amp; operational support for one or more Financial Advisor(s) and serve as a liaison between Financial Advisor(s) and their clients. A sales assistant has a large influence on client satisfaction.</p><br>
<p></p><ul><li>
Provide variety of administrative support, which includes answering incoming calls, organizing filing systems, coordinating schedules and prepare correspondence and documents.</li><li>
Relieve Financial Advisor(s) of a significant number of administrative details &amp; duties.
</li><li>Complete forms and process daily business as necessary. Send various forms to clients as requested and required.</li><li>
Assist Financial Advisor with client support and time management.</li><li>
Process confidential information</li><li>
Open, maintain and service client accounts. Follow-up on missing paperwork. Process new accounts and files.
</li><li>Perform daily business processing to include department mail &amp; processing checks and securities.</li><li>
Maintain client and mailing database. Update Financial Advisor&rsquo;s calendar.</li><li>
Service clients through researching and resolving problems.
</li><li>Provide quote information and mutual fund trade entry. Equity trades can be entered by Series 7 licensed employees. Accept unsolicited mutual fund and money market investment direction from clients. Series 7 licensed employees provide limited decision-making investment decisions.
</li><li>Coordinate and assist Financial Advisor(s) with client events by marketing, mailings, follow-up &amp; assistance on day of event.
</li><li>Work with Operation&rsquo;s Department for account maintenance and to initiate and update client instructions.</li><li>
Complete department projects through detailed involvement.</li><li>
Maintain client scanning system so records are accurate and complete.
</li><li>Balance settlement account &amp; review trade blotters.</li><li>
Review and notify Financial Advisor(s) of new referrals.</li><li>
Send wires as requested by Financial Advisor(s) and clients</li><li>
Provide backup support to other Financial Assistants when necessary.</li><li>
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities &ndash; knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.</li><li>
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.</li><li>
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.</li><li>
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.</li><li>
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.</li><li>
Takes personal initiative and is a positive example for others to emulate.</li><li>
Embraces our vision to become &ldquo;Business Bank of Choice&rdquo;</li><li>
May perform other duties as assigned.</li></ul><p></p><p><b><br>
About You:</b></p><ul><li>
Bachelor&rsquo;s degree or equivalent experience</li><li>
Minimum securities licensing of Series 7 &amp; 63
</li><li>A minimum of 2 years&rsquo; experience as an assistant in the financial services industry or related field is required.
</li><li>Must be familiar with investment concepts and terminology, including investment vehicles, transaction types, and securities clearing system.</li><li>
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)</li><li>
Must be a self-starter and work independently with initiative and limited supervision while working closely with clients and Financial Advisors.
</li><li>Must be able to prioritize and effectively manage multiple tasks at once.</li></ul><p></p><p><br>
Job Location: This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:</p><p></p><p>
Tacoma, WA</p><p>
Irvine, CA</p><p>
Denver, CO</p><p><b>
Our Benefits:</b></p><p>
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $20.00 - $30.00 and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.</p><p>
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.</p><p><b>
Our Commitment to Diversity:</b></p><p>
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@Columbiabank.com</p><p><b>
To Staffing and Recruiting Agencies:</b></p><p>
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.</p></div><p></p>

Financial Service Sales Assistant

<div><div><b>About Us:</b></div><div><b>
</b></div><div>
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.</div><div>
</div><div>
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.</div><div>
</div><div>
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.</div><div><b>
</b></div><div><b>
About the Role:</b></div><div><b>
</b></div><div>
As the first point of contact for most clients, the Client Service Specialists (Teller) play a key role in delivering on the bank's Breakthrough Client Service Standards. With guidance from the Float Manager, various Branch Managers and Assistant Branch Managers, the CSS-Float role's primary responsibility is to ensure banking transactions are performed accurately, ethically, and in compliance with Columbia Bank procedures and banking regulations. The CSS-Float role is also responsible for traveling within a geographic area to cover branches that need staffing support.</div><div>
</div><ul><li>
Always performs teller transactions and cash handling functions for clients with accuracy and confidentiality. Examples include deposits, withdrawals, cash advances, payments, transfers, check cashing, balancing cash drawer, etc.</li><li>
Accurately performs and supports daily tasks that maintain the integrity of the branch. Examples include appropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, etc.</li><li>
Mitigate risk by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds.</li><li>
Interacts with external and internal clients, anticipates needs, and consistently provides proactive solutions and problem resolutions in alignment with the bank&rsquo;s Breakthrough Client Service Standards.
</li><li>Continuously deepens knowledge of Columbia Bank's product and service offerings and stays current on changes.</li><li>
Discuss and uncover customer&rsquo;s financial needs to identify and offer appropriate products and services.</li><li>
Display curiosity in order to identify fraudulent activity</li><li>
Read, understand, and follow all relevant operational procedures.</li><li>
Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.</li><li>
Provides an extraordinary client experience during face to face, phone, and electronic interactions.</li></ul><div>
</div><div><b>
About You:</b></div><div><b>
</b></div><ul><li>
High School Diploma or GED, required.</li><li>
1 year of previous banking or customer service experience, preferred.</li><li>
Bilingual preferred.</li><li>
Ability to learn and comply with all Bank policies, procedures, and systems.</li><li>
Demonstrates exceptional attention to detail and accuracy with written numbers, words, and verbal and written instructions.
</li><li>Consistently demonstrates ability and willingness to builds relationships with clients and other bank associates.
</li><li>Ability to think critically and provide appropriate solutions.</li><li>
Requires reading, writing and basic math skills.</li></ul><br>
<p></p><ul><li>
Ability to lift up to 25 pounds.</li><li>
Ability to stand for extended periods of time.</li></ul><div>
</div><div><b>
Be a part of a bank that invests in you!</b></div><div>
</div><ul><li>
Professional Development: Grow your skills with our tailored premier banker programs.</li><li>
Career Growth: Clear paths to achieve your professional goals.</li></ul><div></div><div><br>
</div><div><b>
Job Location(s): </b>Ability to work fully onsite at posted location.</div><div><b>
</b></div><div>
201 Western Ave</div><div>
Petaluma, CA 94952</div><div></div><div>
And surrounding Branches</div><div><b>
</b></div><div><b>
Our Benefits:</b></div><div><b>
</b></div><div>
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18 to $21, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.</div><div>
</div><div>
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
</div><div>
</div><div><b>Our Commitment to Diversity:</b></div><div><b>
</b></div><div>
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@Columbiabank.com.</div><div>
</div><div><b>
To Staffing and Recruiting Agencies:
</b></div><div><b>
</b></div><div>Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.</div></div>

Client Service Specialist - Petaluma Float

Edge

<div>
 <p>
  At Edge, we&rsquo;re on a mission to eliminate geographic borders as barriers to full-time employment and fair wages. We&rsquo;re creating a global HR platform ecosystem that seamlessly connects exceptional talent worldwide with North American businesses that need to fill positions. By making hiring globally easier than hiring locally, we provide businesses access to a broader talent pool and accelerate their hiring process. Spread across four continents, we&rsquo;re a global team disrupting the norms of how people can work together.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   About the Role
  </strong>
 </p>
 <p>
  As a Client Enablement Assistant, you will play a pivotal role in preparing Edge Talent for success throughout the hiring journey and beyond. This position demands strategic thinking, excellent communication, and a genuine passion for empowering others. You will work cross-functionally to align candidate profiles with client expectations and deliver personalized coaching. Your work will directly contribute to the success of our candidates, the satisfaction of our clients, and the continued growth of our global talent ecosystem.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Talent Matching and Enablement
  </strong>
 </p>
 <p>
  ● Strategically assess candidates&rsquo; experience, skills, and credentials to match them with the most suitable client opportunities.
 </p>
 <p>
  ● Collaborate with internal teams to ensure talent mapping aligns with evolving client requirements.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Training and Coaching
  </strong>
 </p>
 <p>
  ● Lead mock interviews to improve candidate presentation and preparedness.
 </p>
 <p>
  Client Enablement and Coordination
 </p>
 <p>
  ● Serve as the liaison between candidates and commercial teams, ensuring smooth coordination of interviews, timelines, and client communications.
 </p>
 <p>
  ● Integrate commercial team feedback into enablement strategies and continuously refine processes to meet client demands.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications
  </strong>
 </p>
 <p>
  <strong>
   Professional Experience
  </strong>
 </p>
 <p>
  ● 3&ndash;5 years of experience in client enablement, recruitment, corporate coaching, communication, or a related field.
 </p>
 <p>
  ● Background in customer success, talent matching, or end-to-end recruitment processes strongly preferred.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Skills and Competencies
  </strong>
 </p>
 <p>
  ● Proficiency in Salesforce, Excel/Google Sheets is required.
 </p>
 <p>
  ● Excellent written and verbal communication skills.
 </p>
 <p>
  ● Strong organizational and time management skills, with the ability to prioritize effectively in a fast-paced environment.
 </p>
 <p>
  ● Analytical mindset and proactive problem-solving abilities.
 </p>
 <p>
  ● High attention to detail and commitment to quality.
 </p>
 <p>
  ● Collaborative spirit with the ability to work cross-functionally and receive constructive feedback.
 </p>
 <p>
  ● Positive, energetic, and growth-oriented attitude.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Why Join Edge?
  </strong>
 </p>
 <p>
  Edge is at a pivotal growth point, and this role offers the rare opportunity to shape the future of global employment. Here, your work directly impacts our growth trajectory, empowers businesses, and creates global employment opportunities. We&rsquo;re not just offering a job; we&rsquo;re inviting you to be part of a revolution. Ready to leave a global footprint and change lives? Edge is where your vision can become our reality.
 </p>
 <p>
  Edge is proud to be an equal-opportunity employer. We are committed to fostering a diverse and inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, physical or mental disability, age, veteran status, or any other legally protected basis.
 </p>
</div>


Client Enablement Assistant

<div><p><b>About Us:</b></p><div><b><br>
</b></div><div>
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.</div><div>
</div><div>
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.</div><div>
</div><div>
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.</div><div><b>
</b></div><div><b>
About the Role:</b></div><div><b>
</b></div><div>
As the first point of contact for most clients, the Client Service Specialists (Teller) play a key role in delivering on the bank's Breakthrough Client Service Standards. With guidance from the Float Manager, various Branch Managers and Assistant Branch Managers, the CSS-Float role's primary responsibility is to ensure banking transactions are performed accurately, ethically, and in compliance with Columbia Bank procedures and banking regulations. The CSS-Float role is also responsible for traveling within a geographic area to cover branches that need staffing support.</div><div>
</div><ul><li>
Always performs teller transactions and cash handling functions for clients with accuracy and confidentiality. Examples include deposits, withdrawals, cash advances, payments, transfers, check cashing, balancing cash drawer, etc.</li><li>
Accurately performs and supports daily tasks that maintain the integrity of the branch. Examples include appropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, etc.</li><li>
Mitigate risk by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds.</li><li>
Interacts with external and internal clients, anticipates needs, and consistently provides proactive solutions and problem resolutions in alignment with the bank&rsquo;s Breakthrough Client Service Standards.
</li><li>Continuously deepens knowledge of Columbia Bank's product and service offerings and stays current on changes.</li><li>
Discuss and uncover customer&rsquo;s financial needs to identify and offer appropriate products and services.</li><li>
Display curiosity in order to identify fraudulent activity</li><li>
Read, understand, and follow all relevant operational procedures.</li><li>
Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.</li><li>
Provides an extraordinary client experience during face to face, phone, and electronic interactions.</li></ul><div>
</div><div><b>
About You:</b></div><div><b>
</b></div><ul><li>
High School Diploma or GED, required.</li><li>
1 year of previous banking or customer service experience, preferred.</li><li>
Bilingual preferred.</li><li>
Ability to learn and comply with all Bank policies, procedures, and systems.</li><li>
Demonstrates exceptional attention to detail and accuracy with written numbers, words, and verbal and written instructions.
</li><li>Consistently demonstrates ability and willingness to build relationships with clients and other bank associates.
</li><li>Ability to think critically and provide appropriate solutions.</li><li>
Requires reading, writing and basic math skills.</li></ul><br>
<p></p><ul><li>
Ability to lift up to 25 pounds.</li><li>
Ability to stand for extended periods of time.</li></ul><div>
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Be a part of a bank that invests in you!</b></div><div>
</div><ul><li>
Professional Development: Grow your skills with our tailored premier banker programs.</li><li>
Career Growth: Clear paths to achieve your professional goals.</li></ul><div></div><div><br>
</div><div><b>
Job Location(s): </b>Ability to work fully onsite at posted location.</div><div><b>
</b></div><div>
7480 El Camino Real</div><div>
Atascadero, CA 93422</div><div><b>
</b></div><div><b>
Our Benefits:</b></div><div><b>
</b></div><div>
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18 to $22, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.</div><div>
</div><div>
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
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</div><div><b>Our Commitment to Diversity:</b></div><div><b>
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Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com.</div><div>
</div><div><b>
To Staffing and Recruiting Agencies:
</b></div><div><b>
</b></div><div>Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.</div></div><p></p>

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