Commercial Card Specialist

Umpqua Bank Corp • Portland, OR

64d • $22 - $32 • 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 Umpqua 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

• High school diploma/GED, required.
• 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. Proficiency in Umpqua products preferred. 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

• Associate, vocational, or technical degree in the field of accounting, or another related field, preferred.
• Proficiency in Umpqua products preferred.

Responsibilities

• 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 Umpqua 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 a competitive total rewards package including base wages and comprehensive benefits.
• The pay range for this role is $22.00 - $32.00, and 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.
• 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
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees