Treasury Management Support Specialist

Columbia Bank•Irvine, CA

2d•Onsite

About The Position

The Treasury Management Support Specialist works closely with relationship managers and business partners to support corporate and commercial deposit clients. The role serves as a primary customer contact for client servicing and provides guidance and customer service across Treasury Management products and services through phone, email, and other communication channels. The specialist handles banking questions, supports account implementation, funds transfers and stop-payment requests, and resolves transaction posting problems and errors. The role receives guidance from a Senior CCS Representative on complex issues and communicates client updates and recommendations to Relationship Managers, ensuring matters requiring immediate attention are resolved promptly. The specialist answers calls from Treasury Management customers and internal staff, aims to resolve issues on the first call, and meets established service standards. The position requires compliance with bank regulations, policies, procedures, and required training, including maintaining knowledge of applicable Bank Secrecy Act, Regulation CC, Regulation E, and bank security policies. The specialist may coach or train others and is expected to demonstrate Columbia Bank’s corporate culture and support its vision to become the “Business Bank of Choice.” Other duties may be assigned. This is an onsite role at the posted location(s). The position is part of an evergreen requisition intended to build a pipeline of talent; there may not be an immediate opening. The listed pay range is $21.00–$26.00 per hour. The role may be eligible for performance-based incentive compensation.

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 and 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 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

Work with relationship managers and business partners to support corporate and commercial deposit clients.
Provide primary client relationship, direction, and customer service support for Treasury Management clients.
Field client requests through phone, email, and other communication channels.
Serve as Commercial Banking’s primary customer contact for servicing clients.
Respond to banking questions and provide guidance on account implementation, funds transfers, stop-payment requests, transaction posting problems, and error resolution.
Communicate client updates and recommendations to Relationship Managers and ensure issues requiring immediate attention are resolved promptly.
Answer incoming calls from Treasury Management customers and internal staff while delivering exceptional service and aiming for one-call resolution.
Follow bank policies, procedures, compliance requirements, and applicable regulations; complete required annual or job-specific training and stay current on regulatory changes.
Maintain working knowledge of policies and procedures concerning the Bank Secrecy Act, Regulation CC, Regulation E, bank security, and other applicable regulations.
May coach, mentor, or train others and teach coursework as a subject matter expert.
Demonstrate and foster Columbia’s corporate culture and take personal initiative 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.
Possible performance-based incentive compensation.