Treasury Management Support Specialist

Columbia Bank•Portland, OR

2d•Onsite

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 high level of client service for all products and services, to include fielding client requests, via phone, email and other communication channels, subject matter expert for Treasury Management products. Responsible for acting as Commercial Banking’s primary customer contact for the servicing of all clients; receives guidance from Sr. CCS Representative to approach complex issues. Responsible for responding to a variety of banking questions and providing guidance with account implementation, funds transfer/stop payment requests and transaction posting problems and error resolution. Responsible for communication with Relationship Managers, provide updates of client matters, make recommendations and ensure that issues needing immediate attention are resolved in a timely manner. Answer incoming calls from Treasury Management customers and internal staff delivering exceptional service that exceeds the caller’s expectations. Handle calls with professionalism, demonstrating a sense of ownership, with a foal of one call resolution achieving established service standards. 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

H.S. Diploma/GED - Required.
2-4 years of banking experience, new accounts, lending loan processing or documentation and 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.
Ability to effectively communicate with professionals at all levels of business.
Knowledge of general business acumen and practices related to analysis, accounting and financial procedures including market and interest rate impact.
Strong customer service, interpersonal and organization skills with ability to multi-task, handle complex issues and use good judgement in decision making.
Strong technical skills including Windows Office Suite, spreadsheets and industry specific software.

Nice To Haves

Bachelor's Degree in Business, Finance or related field - Preferred.

Responsibilities

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 via phone, email, and other communication channels.
Act as a subject matter expert for Treasury Management products.
Act as Commercial Banking’s primary customer contact for the servicing of all clients.
Respond to a variety of banking questions and provide guidance with account implementation, funds transfer/stop payment requests, and transaction posting problems and error resolution.
Communicate with Relationship Managers, provide updates of client matters, make recommendations, and ensure that issues needing immediate attention are resolved in a timely manner.
Answer incoming calls from Treasury Management customers and internal staff, delivering exceptional service that exceeds the caller’s expectations.
Handle calls with professionalism, demonstrating a sense of ownership, with a goal of one call resolution achieving established service standards.
Demonstrate compliance with all bank regulations for assigned job function.
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.
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 the vision to become “Business Bank of Choice”.
May perform other duties as assigned.