Commercial Client Services Representative

Columbia Banking System; Lake Oswego (OR); On-site; USD 32,000 - 41,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) with employer match

Tuition assistance

Life insurance

Paid vacation & holidays

Job summary

Columbia Bank in Lake Oswego is seeking a client service specialist to support corporate and commercial deposit clients. You will serve as the primary contact, assist with account implementation, funds transfer, and posting issues while maintaining high service standards.

You will work closely with relationship managers, apply knowledge of Treasury Management products, and comply with bank regulations. Onsite teamwork, strong communication, and a customer-first approach are essential.

Qualifications

• HS Diploma/GED preferred; Bachelor's in Business/Finance preferred; 2–4 years banking experience required.
• Demonstrated knowledge of bank payment systems, account operations, banking services and exposure to complex business entities.
• Excellent written and verbal communication skills.
• Strong customer service, interpersonal and organization skills with ability to multi-task.
• Strong technical skills including Windows Office Suite and industry specific software.

Responsibilities

• Collaborate with relationship managers to provide primary client relationship and customer service support.
• Serve as subject matter expert for Deposit and Treasury Management products.
• Respond to client questions and guide account implementation, funds transfer and stop payment requests.
• Escalate complex issues to Sr. CCS Representative when needed and ensure timely resolution.
• Maintain compliance with bank regulations and training requirements.

Skills

Communication skills

Customer service

Banking knowledge

Windows Office

Spreadsheets

Education

Bachelor's degree in Business/Finance

HS Diploma or GED

Tools

Windows Office Suite

Spreadsheets

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 $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.

• 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, and holidays

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.

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. If you require an accommodation to complete the application or interview(s), please let us know by email: [e-mail].

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.