Commercial Client Services Representative

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

Benefits offered by this job

Healthcare

401(k) retirement plan

Life insurance

Disability insurance

Tuition assistance

Employee assistance program

Paid vacation

Holiday/vacation schedule

Job summary

Columbia Bank is seeking a Commercial Banking support specialist to provide expert client service for corporate deposits and Treasury Management products. You will be the primary contact for servicing, coordinating with Relationship Managers, and guiding clients through account implementations and payment requests.

Ideal candidates have 2-4 years banking experience, strong communication skills, and solid knowledge of commercial banking operations and regulatory requirements.

Qualifications

• 2-4 years banking experience with treasury management exposure.
• Strong knowledge of bank payment systems, account operations and related regulations.
• Excellent written and verbal communication; able to interact with clients and professionals at all levels.
• Detail oriented with strong multitasking, judgement and problem solving abilities.

Responsibilities

• Provide primary client relationship and service support for corporate deposits.
• Serve as SME for Deposit and Treasury Management, handling requests via phone, email and other channels.
• Act as Commercial Banking's main contact for servicing clients; escalate as needed.
• Guide account implementation, funds transfers, stop payments, and posting issues.
• Collaborate with Relationship Managers, update on client matters, and resolve urgent issues.
• Answer Treasury Management calls with professionalism and strive for one-call resolution.
• Ensure compliance with bank regulations and ongoing regulatory changes.
• Maintain knowledge of BSA, Reg CC, Reg E, Bank Security policies; may coach others.

Skills

Treasury Management

Treasury products

New accounts

Lending processing

Customer service

Banking systems

Commercial banking knowledge

Microsoft Office

Education

HS Diploma/GED

Bachelor's Degree in Business/Finance or related field

Tools

Windows Office Suite

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

OccasionalThe 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

• comprehensive healthcare coverage (medical, dental, and vision plans)
• 401(k)-retirement savings plan with employer match for qualifying associate contributions
• 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

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.