Commercial Card Specialist

Columbia Bank•Lake Oswego, OR

2d•$18 - $30•Onsite

About The Position

Provide specialized and technical support to Commercial Card company administrators and cardholders for the Commercial Card Product. Support the Bank's sales teams through technical expertise, company builds, and ongoing maintenance. Act as a liaison with internal Associates for all credit card products. Assists Commercial Card Consultants, Treasury Management Consultants, and Relationship Manager in implementation of new and existing clients. Participates in discussion around the commercial card products and services offered and may attend occasional sales calls where product technical demos are needed. Ensures that the implementation and delivery of products and services is completed within agreed upon timeframes. Prepare key Commercial credit card programs for processing. Verify applications are completed thoroughly and appropriate support documentation is included. Build company information, including sublevels, cards, and administrative access in the various systems utilized for the card product. Conduct product and system training via webinar to program administrators at new and existing companies within agreed upon timeframes. Provide follow-up and support to company program administrators to ensure program meets needs and provide additional training within agreed upon timeframes. Maintain existing company accounts through maintenance requests and update as requested by the company or other authorized individuals. 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.

Requirements

2-4 years of financial services/customer service experience with a history in credit card operations or a related field.
Intermediate understanding of credit card transaction processes, payment systems, laws, and association rules and regulations.
Intermediate understanding of credit, underwriting, and banking procedures.
Comprehensive understanding of documentation and servicing requirements.
Ability to produce detailed, accurate results in a high-stress, deadline- and goal-oriented environment.
Possess strong analytical, math, problem solving, organizational, customer service, and interpersonal skills.
Excellent written and verbal communication skills required.
Self-starter with the ability to work independently and remote.
Proficient in word processing, spreadsheet, database, and industry specific software applications.

Nice To Haves

High school diploma/GED (preferred)
Associate, vocational, or technical degree in the field of accounting, or another related field (preferred)
Proficiency in Columbia products preferred.

Responsibilities

Provide specialized and technical support to Commercial Card company administrators and cardholders for the Commercial Card Product.
Support the Bank's sales teams through technical expertise, company builds, and ongoing maintenance.
Act as a liaison with internal Associates for all credit card products.
Assist Commercial Card Consultants, Treasury Management Consultants, and Relationship Managers in implementation of new and existing clients.
Participate in discussions around the commercial card products and services offered and may attend occasional sales calls where product technical demos are needed.
Ensure that the implementation and delivery of products and services is completed within agreed upon timeframes.
Prepare key Commercial credit card programs for processing.
Verify applications are completed thoroughly and appropriate support documentation is included.
Build company information, including sublevels, cards, and administrative access in the various systems utilized for the card product.
Conduct product and system training via webinar to program administrators at new and existing companies within agreed upon timeframes.
Provide follow-up and support to company program administrators to ensure program meets needs and provide additional training within agreed upon timeframes.
Maintain existing company accounts through maintenance requests and update as requested by the company or other authorized individuals.
Demonstrate compliance with all bank regulations for assigned job function and applies to designated job responsibilities.
Keep up to date on regulation changes.
Follow all Bank policies and procedures, compliance regulations, and complete 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 learn, demonstrate, and foster the Columbia corporate culture in all actions and words.
Take personal initiative and be a positive example for others to emulate.
Embrace our vision to become "Business Bank of Choice."
May perform other duties as assigned.

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, and holidays