Treasury Management Support Specialist
About The Position
Work closely with relationship managers and business partners to keep them apprised and provide primary client relationship, direction, and customer service support for corporate and commercial deposit clients. Provide a high level of client service for all products and services, including fielding client requests through phone, email, and other communication channels, and serve as a subject matter expert for Treasury Management products. Act as Commercial Banking’s primary customer contact for client servicing, receiving guidance from a Sr. CCS Representative when approaching complex issues. Respond to banking questions and provide guidance with account implementation, funds transfer and stop payment requests, transaction posting problems, and error resolution. Communicate client matters and updates to Relationship Managers, make recommendations, and ensure issues requiring immediate attention are resolved promptly. Answer incoming calls from Treasury Management customers and internal staff, delivering exceptional service and aiming for one-call resolution while meeting established service standards. Comply with bank regulations, policies, procedures, and required training; maintain working knowledge of applicable regulations and written policies, 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. Employees are expected to demonstrate and foster Columbia’s corporate culture, take personal initiative, and support the vision to become the “Business Bank of Choice.” Other duties may be assigned.
Requirements
- High school diploma or GED required.
- Two to four years of banking experience in new accounts, lending loan processing or documentation, or customer service required.
- Demonstrated knowledge of bank payment systems, account operations, and banking services, with exposure to complex business entities.
- Proficient knowledge of commercial banking products and services, operations, procedures, and applicable laws and regulations.
- Excellent written and verbal communication skills, including the ability to communicate effectively with professionals at all levels of business.
- 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 exercise 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
- Work with relationship managers and business partners to provide client relationship, direction, and customer service support for corporate and commercial deposit clients.
- Provide client service for Treasury Management products and services through phone, email, and other communication channels.
- Serve as Commercial Banking’s primary customer contact for client servicing and seek guidance from a Sr. 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.
- Update Relationship Managers on client matters, make recommendations, and ensure urgent issues are resolved in a timely manner.
- Answer calls from Treasury Management customers and internal staff, aiming to resolve issues on the first call and meet service standards.
- Comply with bank regulations, policies, procedures, and required annual or job-specific training; stay current on regulation changes.
- Maintain working knowledge of applicable written bank policies and regulations, including the Bank Secrecy Act, Regulation CC, and Regulation E.
- May coach, mentor, or train others and teach coursework as a subject matter expert.
- Demonstrate Columbia’s corporate culture, take personal initiative, and support the vision to become the “Business Bank of Choice.”
- Perform other duties as assigned.
Benefits
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
