Com'l Client Services Representative

Columbia Bank; Bellevue (WA); On-site; USD 32,000 - 41,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement plan

Life insurance

Disability insurance

Tuition assistance

Mental health resources

Identity theft protection

Legal support

Volunteer days

Paid vacation

Job summary

Columbia Bank is seeking a Commercial Banking professional to act as the primary client contact and provide expert support for treasury management products. You will collaborate with relationship managers and business partners to ensure smooth account implementations, funding requests, and issue resolutions.

The role emphasizes strong communication, adherence to regulations, and a commitment to exceptional customer service for corporate and commercial deposit clients in a fully onsite

Qualifications

• H.S. Diploma/GED (preferred)
• Bachelor's Degree in Business, Finance or related field (preferred)
• 2-4 years — banking experience, treasury management product experience, new accounts, lending loan processing or documentation and customer service (Required)
• 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.
• Possess 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.
• Demonstrate 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.

Responsibilities

• Act as Commercial Banking's primary customer contact for the servicing of all clients; receives guidance from Sr. CCS Representative to approach complex issues.
• 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.
• Respond to deposit and Treasury Management client questions and resolve issues timely and effectively; escalate more complex issues to Sr. CCS Representative when needed.
• Demonstrate compliance with bank regulations for assigned job function and apply to responsibilities; keep up to date on regulation changes.
• Follow all Bank policies and procedures, compliance regulations, and complete required training.
• Maintain knowledge of Bank’s policies regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other applicable regulations.
• May coach, mentor, or train others as subject matter expert.
• Actively learn and foster Columbia corporate culture in actions and words.
• Take initiative and set a positive example for others.

Skills

Banking experience

Treasury management

Customer service

Account operations

Education

High school diploma or GED

Bachelor's degree in Business/Finance (preferred)

Tools

Windows Office Suite

Spreadsheets

Industry-specific software

Job description

Lake Oswego, Oregon

Seattle, Washington

Bellevue, Washington

Roseburg, Oregon

Tacoma, Washington

Full time

JR103374

About the Role:

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 Deposit and 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 goal of one call resolution achieving established service standards.

• Respond to a wide range of deposit and Treasury Management client questions and resolve issues timely and effectively; escalates more complex issues to Sr. CCS Representative when needed.

• 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.

About You:

• H.S. Diploma/GED (preferred)

• Bachelor's Degree in Business, Finance or related field (preferred)

• 2-4 years — banking experience, treasury management product experience, new accounts, lending loan processing or documentation and customer service (Required)

• 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.

• Possess 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.

• Demonstrate 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.

Travel Requirements

• Occasional

The pay range for this role is $22.61 - $30.00.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Primary Location: Ability to work fully onsite at posted location(s).

5885 Meadows Road Suite 300 Lake Oswego OR 97035

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

We offer eligible associates 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, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [e-mail] .

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

At Columbia Bank, we’re redefining what it means to bank and to build a career. As the West’s premier banking experience, we combine the strength and scale of a leading financial institution with the heart and mindset of a community bank. With more than 350 locations across eight states, we deliver relationship-based service backed by regional expertise and resources that help families and businesses thrive.

Our culture is built on Do RIGHT , which means:

• Relationships: We create authentic connections with customers, colleagues, and communities.

• Impact: Every role here makes a meaningful difference in people’s lives and local economies.

• Growth: We invest in your success with career development, mentorship, and learning opportunities.

• Heart: We care deeply about doing what’s best for our customers and each other.

• Trust: Integrity and transparency guide everything we do.

Why work for Columbia Bank?

• A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity.

• A culture of belonging and purpose, where your ideas matter and your work has impact.

• Competitive benefits and flexibility designed to help you thrive personally and professionally.

• Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives.