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Columbia Bank · 2 weeks ago

Treasury Management Support Specialist

Portland, OR

Full-time

Onsite

Entry, Mid Level

$21/hr - $26/hr

2+ years exp

Columbia Bank is seeking a Treasury Management Support Specialist to provide exceptional client service and support for corporate and commercial deposit clients. The role involves acting as the primary customer contact, addressing banking inquiries, and ensuring compliance with bank regulations.

BankingFinanceFinancial Services

Responsibilities

Work closely with relationship managers and business partners to keep them apprised and provide primary client relationship, direction and customer service support for corporate and commercial deposit clients

Provide high level of client service for all products and services, to include fielding client requests, via phone, email and other communication channels, subject matter expert for Treasury Management products

Responsible for acting as Commercial Banking’s primary customer contact for the servicing of all clients; receives guidance from Sr. CCS Representative to approach complex issues

Responsible for responding to a variety of banking questions and providing guidance with account implementation, funds transfer/stop payment requests and transaction posting problems and error resolution

Responsible for communication with Relationship Managers, provide updates of client matters, make recommendations and ensure that issues needing immediate attention are resolved in a timely manner

Answer incoming calls from Treasury Management customers and internal staff delivering exceptional service that exceeds the caller’s expectations

Handle calls with professionalism, demonstrating a sense of ownership, with a foal of one call resolution achieving established service standards

Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training

Keeps up to date on regulation changes

Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training

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

May be asked to coach, mentor, or train others and teach coursework as subject matter expert

Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words

Takes personal initiative and is a positive example for others to emulate

Embraces our vision to become “Business Bank of Choice”

May perform other duties as assigned

Qualification

Banking experienceCommercial banking productsClient relationship managementTechnical skillsCommunication skillsCustomer service skillsInterpersonal skillsOrganizational skills

Required

H.S. Diploma/GED

2-4 years of banking experience, new accounts, lending loan processing or documentation and customer service

Demonstrated knowledge of bank payment systems, account operations, banking services and exposure to complex business entities

Proficient knowledge of Commercial banking products and services, operations and procedures and applicable laws and regulations

Possess excellent written and verbal communication skills. Ability to effectively communicate with professionals at all levels of business

Knowledge of general business acumen and practices related to analysis, accounting and financial procedures including market and interest rate impact

Demonstrate strong customer service, interpersonal and organization skills with ability to multi-task, handle complex issues and use good judgement in decision making

Strong technical skills including Windows Office Suite, spreadsheets and industry specific software