Healthcare Support Specialist

Columbia Bank•Lake Oswego, OR

2d•$25 - $33•Onsite

About The Position

This position works closely with Relationship Managers to attain team and department goals. They provide exceptional customer service along with operational soundness and are active in generating revenue for the department. Maintain high-quality customer service while providing full retail bank services for Private/Healthcare clients, including wires, new accounts, CRE loans, consumer loans, commercial loans, and account maintenance Regularly provide proactive solutions and problem resolution for clients and peers Cross-sell and refer all relevant bank and investment needs to Relationship Managers to assist clients in reaching their financial objectives Update and maintain CRM software in an accurate and timely manner Provide dedicated support to Healthcare Relationship Managers for inquiries and/or research needed to enhance, develop, and maintain customer relationships May work directly with clients to set up appointments with Relationship Managers and request financials as needed Ensure process is followed to minimize fraud. 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 years — of experience as a Personal Banker or Commercial Assistant, or other relevant work experience (Required)
High level of accountability and responsibility for achieving both personal and Bank goals
Ability to effectively multi-task
Knowledge of and ability to service deposit products, online banking, credit and debit cards, consumer lending products, and merchant services
Ability to present oneself in a professional manner
Excellent communication, interpersonal, and client service skills
Ability to work both independently and within a team in a constantly changing business environment
Self-starter who is willing to accept additional responsibilities as the opportunities arise
Proficient with Microsoft Office and any banking software used in the department
Customer-focused service and sales skills

Nice To Haves

High school diploma or equivalent (preferred)
May have understanding of consumer and commercial lending
Overall knowledge of bank operations
Building knowledge, skills, and experience in all functions required as a Healthcare Support Specialist

Responsibilities

Works closely with Relationship Managers to attain team and department goals.
Provides exceptional customer service along with operational soundness and is active in generating revenue for the department.
Maintains high-quality customer service while providing full retail bank services for Private/Healthcare clients, including wires, new accounts, CRE loans, consumer loans, commercial loans, and account maintenance.
Regularly provides proactive solutions and problem resolution for clients and peers.
Cross-sells and refers all relevant bank and investment needs to Relationship Managers to assist clients in reaching their financial objectives.
Updates and maintains CRM software in an accurate and timely manner.
Provides dedicated support to Healthcare Relationship Managers for inquiries and/or research needed to enhance, develop, and maintain customer relationships.
May work directly with clients to set up appointments with Relationship Managers and request financials as needed.
Ensures process is followed to minimize fraud.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities.
Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintains 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

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
paid vacation, sick days, volunteer days, and holidays