Commercial Card Specialist

Columbia Bank; Happy Valley (OR); On-site; USD 28,000 - 37,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement plan with employer 1

Tuition assistance

Life insurance

Disability insurance

Mental health resources

Identity protection

Volunteer days

Job summary

Columbia Bank is seeking a Commercial Card Support Specialist to provide technical and administrative support to card administrators and cardholders. You will support sales teams with product expertise, implement new and existing client programs, and ensure timely delivery of services.

Responsibilities include processing program setups, delivering webinars, maintaining accounts, and ensuring compliance with bank regulations.

Qualifications

• 2-4 years of financial services/customer service experience with a history in credit card operations.
• Intermediate understanding of credit card transaction processes, payment systems, laws, and association rules and regulations.
• Proficiency in Columbia products.
• Strong analytical, math, problem solving, organizational, customer service, and interpersonal skills.
• Ability to produce detailed, accurate results in a high-stress, deadline- and goal-oriented environment.
• Self-starter with the ability to work independently and remote.
• Proficient in word processing, spreadsheet, database, and industry specific software applications.

Responsibilities

• Assist Commercial Card Consultants, Treasury Management Consultants, and Relationship Manager in implementation of new and existing clients.
• Participates in discussion around the commercial card products and services offered and may attend occasional sales calls where product technical demos are needed.
• Ensures that the implementation and delivery of products and services is completed within agreed upon timeframes.
• Prepare key Commercial credit card programs for processing. Verify applications are completed thoroughly and appropriate support documentation is included. Build company information, including sublevels, cards, and administrative access in the various systems utilized for the card product.
• Conduct product and system training via webinar to program administrators at new and existing companies within agreed upon timeframes.
• Provide follow-up and support to company program administrators to ensure program meets needs and provide additional training within agreed upon timeframes.
• Maintain existing company accounts through maintenance requests and update as requested by the company or other authorized individuals.
• 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.

Job description

Phoenix, Arizona

Lake Oswego, Oregon

Happy Valley, Oregon

Eugene, Oregon

Roseville, California

Redding, California

Boise, Idaho

Irvine, California

Liberty Lake, Washington

Full time

JR102320

About the Role:

Provide specialized and technical support to Commercial Card company administrators and cardholders for the Commercial Card Product. Support the Bank's sales teams through technical expertise, company builds, and ongoing maintenance. Act as a liaison with internal Associates for all credit card products.

• Assists Commercial Card Consultants, Treasury Management Consultants, and Relationship Manager in implementation of new and existing clients.

• Participates in discussion around the commercial card products and services offered and may attend occasional sales calls where product technical demos are needed.

• Ensures that the implementation and delivery of products and services is completed within agreed upon timeframes.

• Prepare key Commercial credit card programs for processing. Verify applications are completed thoroughly and appropriate support documentation is included. Build company information, including sublevels, cards, and administrative access in the various systems utilized for the card product.

• Conduct product and system training via webinar to program administrators at new and existing companies within agreed upon timeframes.

• Provide follow-up and support to company program administrators to ensure program meets needs and provide additional training within agreed upon timeframes.

• Maintain existing company accounts through maintenance requests and update as requested by the company or other authorized individuals.

• 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:

• High school diploma/GED (preferred)

• Associate, vocational, or technical degree in the field of accounting, or another related field (preferred)

• 2-4 years — of financial services/customer service experience with a history in credit card operations or a related field. (Required)

• Intermediate understanding of credit card transaction processes, payment systems, laws, and association rules and regulations.

• Intermediate understanding of credit, underwriting, and banking procedures. Proficiency in Columbia products preferred. Comprehensive understanding of documentation and servicing requirements.

• Ability to produce detailed, accurate results in a high-stress, deadline- and goal-oriented environment.

• Possess strong analytical, math, problem solving, organizational, customer service, and interpersonal skills. Excellent written and verbal communication skills required.

• Self-starter with the ability to work independently and remote.

• Proficient in word processing, spreadsheet, database, and industry specific software applications.

Travel Requirements

• Occasional

The pay range for this role is $20.22 - 27.00.

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).

2155 W Pinnacle Peak Rd Phoenix AZ 85027

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] .

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.

Ready to Do RIGHT for your career, your community, and your future? Explore opportunities and join Columbia Bank today.