Commercial Client Services Representative

Columbia Bank; Irvine (CA); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement plan

Tuition assistance

Life insurance

Disability insurance

Paid vacation

Volunteer days

Holidays

Job summary

Columbia Bank is seeking a Commercial Banking CCS role to serve as the primary client contact for servicing corporate and commercial deposit clients. You will provide expert guidance on Treasury Management products and coordinate with relationship managers, handling inquiries via phone and email with a focus on first-call resolution.

The role requires 2-4 years of banking experience, strong communication and organizational skills, and on-site work at the posted location in Eugene, OR.

Qualifications

• 2-4 years banking experience, treasury management product experience, new accounts, lending processing or customer service.
• Knowledge of bank payment systems and account operations.
• Strong written and verbal communication with professionals at all levels.
• Ability to analyze, use good judgement, and multi-task in a banking environment.

Responsibilities

• Serve as Commercial Banking’s primary contact for servicing clients and provide relationship support.
• Respond to banking questions, assist with account implementation and transaction issues.
• Communicate with Relationship Managers and keep updates on client matters.
• Handle Treasury Management calls with professionalism and aim for first-call resolution.
• Escalate complex issues to Sr. CCS Representative when needed and ensure compliance with regulations.

Skills

Customer service

Communication skills

Interpersonal skills

Organizational skills

Education

Bachelor's Degree in Business or Finance

H.S. Diploma/GED

Tools

Microsoft Excel

Industry-specific software

Job description

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 $20.00 - $28.00

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).

111 West 7th Avenue 3rd Floor Eugene OR 97401

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
• paid vacation
• sick days
• volunteer days
• 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].