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Columbia Bank · 1 day ago

Commercial Client Services Representative

Liberty Lake, WA

Full-time

Onsite

Entry, Mid Level

$23/hr - $28/hr

2+ years exp

Columbia Bank is seeking a Commercial Client Services Representative to provide primary client relationship and customer service support for corporate and commercial deposit clients. The role involves responding to banking inquiries, maintaining compliance with regulations, and delivering exceptional service to Treasury Management customers.

BankingFinanceFinancial Services

Responsibilities

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 "The World's Greatest Bank

May perform other duties as assigned

Qualification

Banking experienceCommercial banking productsClient relationship managementBank payment systemsWrittenCustomer service skillsVerbal communicationMulti-taskingTechnical skillsGeneral business acumenInterpersonal skillsOrganizational skills

Required

H.S. Diploma/GED - Required

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

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