Columbia Bank · 2 days ago
Treasury Management Specialist
Redding, CA
Full-time
Onsite
Entry Level
$18/hr - $25/hr
2+ years expColumbia Bank is seeking a Treasury Management Specialist to provide specialized and technical support to Treasury Management customers. The role involves conducting product training, troubleshooting complex product needs, and assisting with customer modifications and inquiries regarding treasury management products and services.
BankingFinanceFinancial Services
Responsibilities
Facilitate continued product training via webinar for existing treasury management customers
Provide any technical support during the training to install drivers/software
Assist with file mapping and other complex product needs
Responsible for providing ongoing technical support for treasury management products and services which can be complex in nature
Troubleshoot file mapping and advise on necessary changes
Responsible for submitting customer modification requests to update services through department work flow tool accurately within established service level agreements
Submit changes and research on analysis fees and billing questions
Takes the lead on assignments that are moderate to complex in nature where judgment is required in resolving problems and making routine recommendations
Responsible for managing tickets in SNOW
Assist Treasury Management Consultants, Relationship Managers and other internal partners with customer research, issue resolution and questions regarding treasury management product and services
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 goal 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
Required
Less than 2 years of banking experience in stores or other areas with high level of customer contact
Possess strong customer service, interpersonal and organizational skills
Possess excellent written and verbal communication skills
Knowledge of treasury management, merchant services, banking products and services and technical computer software
Knowledge of general business practices as pertains to accounting and financial practices including interest rate impact and account analysis
Ability to address and resolve simultaneous requests for assistance, requiring strong coordination and follow up skills
Proficiency in word processing, spreadsheet and industry-specific software
Preferred
High School Diploma/GED
Bachelor's Degree
Benefits
Comprehensive healthcare coverage (medical, dental, and vision plans)
401(k)-retirement savings plan with employer match for qualifying associate contributions
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
Paid vacation
Sick days
Volunteer days
Holidays
Company
Columbia Bank
Columbia Bank is a provider of personal and business banking services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2020-06-01Acquired
Leadership Team
Kelly Kelly
VP, Human Resources Business Partner
Todd Leber
Chief Commercial Banking Officer
Recent News
2025-12-20
2025-12-16
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