Commercial Banking Specialist

Columbia Bank • Pasadena, CA

1d • $23 - $35 • Onsite

About The Position

About the Role: Works closely with the Commercial Banking Market Manager, Relationship Managers, and team within an assigned Commercial Banking Office (CBO) to provide specialty deposit support to commercial customers. Provides exceptional customer service and support to team and clients. Support Commercial customers with specialty deposit needs while maintaining high-quality client service. Provide dedicated support to Commercial Relationship Managers for deposit and other general inquiries and/or research needed to enhance, develop, and maintain customer relationships. Provide and maintain high-quality customer service while providing assistance for clients on bank services. Assist in providing proactive solutions and problem resolution for clients and peers. Respond to a wide range of customer questions and resolve deposit issues timely and effectively; escalate more complex deposit issues through appropriate channels within the Bank. Identify potential referral opportunities and refer all relevant bank and investment needs to the Commercial Relationship Manager. Utilize the bank’s core systems to perform work and assist customers Support Commercial Banking Office with other administrative duties as assigned by Manager. May interact with other external parties (outside counsel, title companies, vendors, etc.). 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. About You: Education High school diploma or GED (preferred) Associate or Bachelor’s Degree (preferred) Experience 1-2 years — Prior experience in financial institution or other relevant experience (Required) Skills Basic knowledge of Bank’s Commercial and deposit systems, operations, and services, including procedures and applicable laws and regulations. Basic knowledge of general business acumen and practices related to analysis, accounting and financial procedures including market and interest rate impacts. Ability to think critically and provide appropriate solutions. Strong prioritization and time management skills with strong attention to detail. Ability to determine cross-selling opportunities across the Bank. Excellent oral and written communication, interpersonal skills, and client services skills. Ability to interact with professionals at all levels of business. Ability to work within a team culture in a constantly changing business environment. Self-starter and willing to accept additional responsibilities as the opportunities arise. Ability to achieve both personal and bank-established goals. Basic computer knowledge including Microsoft Office and any banking software used in the department. Travel Requirements Occasional The pay range for this role is $23.00 to $35.00. 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. Primary Location: Ability to work fully onsite at posted location(s). 790 E Colorado Blvd Suite 150 Pasadena CA 91101 Our Benefits: We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. 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. Our Commitment to Diversity: 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: [email protected]. To Staffing and Recruiting Agencies: 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. At Columbia Bank, we’re redefining what it means to bank and to build a career. As the West’s premier banking experience, we combine the strength and scale of a leading financial institution with the heart and mindset of a community bank. With more than 350 locations across eight states, we deliver relationship-based service backed by regional expertise and resources that help families and businesses thrive. Our culture is built on Do RIGHT, which means: Relationships: We create authentic connections with customers, colleagues, and communities. Impact: Every role here makes a meaningful difference in people’s lives and local economies. Growth: We invest in your success with career development, mentorship, and learning opportunities. Heart: We care deeply about doing what’s best for our customers and each other. Trust: Integrity and transparency guide everything we do. Why work for Columbia Bank? A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity. A culture of belonging and purpose, where your ideas matter and your work has impact. Competitive benefits and flexibility designed to help you thrive personally and professionally. Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives. Ready to Do RIGHT for your career, your community, and your future? Explore opportunities and join Columbia Bank today.

Requirements

• 1-2 years — Prior experience in financial institution or other relevant experience (Required)
• Basic knowledge of Bank’s Commercial and deposit systems, operations, and services, including procedures and applicable laws and regulations.
• Basic knowledge of general business acumen and practices related to analysis, accounting and financial procedures including market and interest rate impacts.
• Ability to think critically and provide appropriate solutions.
• Strong prioritization and time management skills with strong attention to detail.
• Ability to determine cross-selling opportunities across the Bank.
• Excellent oral and written communication, interpersonal skills, and client services skills.
• Ability to interact with professionals at all levels of business.
• Ability to work within a team culture in a constantly changing business environment.
• Self-starter and willing to accept additional responsibilities as the opportunities arise.
• Ability to achieve both personal and bank-established goals.
• Basic computer knowledge including Microsoft Office and any banking software used in the department.

Nice To Haves

• High school diploma or GED (preferred)
• Associate or Bachelor’s Degree (preferred)

Responsibilities

• Works closely with the Commercial Banking Market Manager, Relationship Managers, and team within an assigned Commercial Banking Office (CBO) to provide specialty deposit support to commercial customers.
• Provides exceptional customer service and support to team and clients.
• Support Commercial customers with specialty deposit needs while maintaining high-quality client service.
• Provide dedicated support to Commercial Relationship Managers for deposit and other general inquiries and/or research needed to enhance, develop, and maintain customer relationships.
• Provide and maintain high-quality customer service while providing assistance for clients on bank services.
• Assist in providing proactive solutions and problem resolution for clients and peers.
• Respond to a wide range of customer questions and resolve deposit issues timely and effectively; escalate more complex deposit issues through appropriate channels within the Bank.
• Identify potential referral opportunities and refer all relevant bank and investment needs to the Commercial Relationship Manager.
• Utilize the bank’s core systems to perform work and assist customers Support Commercial Banking Office with other administrative duties as assigned by Manager.
• May interact with other external parties (outside counsel, title companies, vendors, etc.).
• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED