Treasury Management Support Specialist

Columbia Bank•Portland, OR

11d•$21 - $26•Onsite

About The Position

Work closely with relationship managers and business partners to support corporate and commercial deposit clients, providing primary client relationship, direction, and customer service support. Deliver high-level service across products and services by responding to client requests through phone, email, and other communication channels, and serve as a subject matter expert on Treasury Management products. Act as Commercial Banking’s primary customer contact for client servicing, receiving guidance from a Senior CCS Representative on complex issues. Respond to banking questions and provide guidance on account implementation, funds transfers, stop payment requests, transaction posting problems, and error resolution. Communicate client updates to Relationship Managers, make recommendations, and help ensure issues requiring immediate attention are resolved promptly. Answer calls from Treasury Management customers and internal staff, aiming to exceed caller expectations through professional, accountable service and one-call resolution while meeting established service standards. Comply with bank regulations, policies, procedures, and required training, and maintain working knowledge of applicable rules including the Bank Secrecy Act, Regulation CC, and Regulation E. The role may include coaching, mentoring, or training others and teaching coursework as a subject matter expert. Other duties may be assigned. The position is fully onsite at the posted location(s). The pay range is $21.00–$26.00; the selected candidate’s pay rate depends on factors such as job-related knowledge, skills, experience, education, and geographic location. The role may be eligible for performance-based incentive compensation. This is an evergreen posting intended to build a pipeline for potential opportunities; an immediate opening may not be available.

Requirements

High school diploma or GED.
2–4 years of banking experience in new accounts, lending loan processing or documentation, or customer service.
Demonstrated knowledge of bank payment systems, account operations, banking services, and exposure to complex business entities.
Proficient knowledge of commercial banking products and services, operations and procedures, and applicable laws and regulations.
Excellent written and verbal communication skills, including the ability to communicate effectively with professionals at all business levels.
Knowledge of general business practices related to analysis, accounting, and financial procedures, including market and interest rate impact.
Strong customer service, interpersonal, and organizational skills; ability to multitask, handle complex issues, and use good judgment in decision-making.
Strong technical skills, including Windows Office Suite, spreadsheets, and industry-specific software.
Ability to work fully onsite at the posted location(s).

Nice To Haves

Bachelor’s degree in Business, Finance, or a related field.

Responsibilities

Provide primary client relationship, direction, and customer service support for corporate and commercial deposit clients.
Respond to client requests by phone, email, and other communication channels, and serve as a subject matter expert on Treasury Management products.
Act as Commercial Banking’s primary customer contact for client servicing, with guidance from a Senior CCS Representative on complex issues.
Respond to banking questions and provide guidance on account implementation, funds transfers, stop payment requests, transaction posting problems, and error resolution.
Keep Relationship Managers informed about client matters, make recommendations, and help resolve issues requiring immediate attention in a timely manner.
Answer incoming calls from Treasury Management customers and internal staff, aiming to exceed expectations and resolve matters on the first call while meeting service standards.
Comply with bank regulations, policies, procedures, and required annual or job-specific training; stay current on regulation changes.
Maintain working knowledge of Bank Secrecy Act, Regulation CC, Regulation E, bank security, and other applicable regulations.
Coach, mentor, or train others and teach coursework as a subject matter expert when asked.
Demonstrate and foster Columbia’s corporate culture, take personal initiative, and serve as a positive example.
Perform other duties as assigned.

Benefits

Medical, dental, and vision plans for eligible associates.
401(k) retirement savings plan with employer match for qualifying associate contributions.
Employee assistance program.
Life insurance and 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.
Competitive total rewards package including base wages and comprehensive benefits.
Potential eligibility for performance-based incentive compensation.