Columbia Bank
Commercial Client Services Representative
Columbia Bank, Liberty Lake, Washington, United States, 99019
Commercial Client Services Representative
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. expert for Treasury Management products.
Responsibilities
Act as Commercial Banking’s primary customer contact for all clients; receive guidance from Senior CCS Representative to resolve complex issues.
Respond to banking questions and provide guidance on account implementation, funds transfer/stop‑payment requests, and transaction posting problems.
Communicate with Relationship Managers, provide updates on client matters, make recommendations, and ensure timely resolution of urgent issues.
Answer incoming calls from Treasury Management customers and internal staff, delivering exceptional service that exceeds caller expectations. Handle calls with professionalism, demonstrating ownership and aiming for one‑call resolution when possible.
Demonstrate compliance with all bank regulations and stay updated on regulatory changes.
Follow all bank policies and procedures, compliance regulations, and complete required annual and job‑specific training.
Maintain a working knowledge of bank policies regarding the Bank Secrecy Act, Regulation CC, Regulation E, bank security, and other applicable regulations.
Coach, mentor, or train others as a subject‑matter expert when requested.
Actively learn, demonstrate, and foster the Columbia corporate culture in all actions and words.
Takes personal initiative and serves as a positive example for others.
Embrace the vision to become "The World's Greatest Bank".
Perform other duties as assigned.
Qualifications
High school diploma or GED required; bachelor’s degree in business, finance, or related field preferred.
2–4 years of banking experience in accounts, lending, loan processing, documentation, and customer service required.
Demonstrated knowledge of bank payment systems, account operations, and complex business entities.
Proficient knowledge of commercial banking products, services, operations, and applicable laws and regulations.
Excellent written and verbal communication skills; ability to communicate effectively with professionals at all business levels.
Strong customer service, interpersonal, organizational, and multitasking skills, with sound judgement.
Proficiency in Windows Office Suite, spreadsheets, and industry‑specific software.
Location and Compensation Role is fully onsite at scheduled location (24021 E MISSION AVE STE 200 Liberty Lake, WA 99019‑9529). Pay range: $23.00–$28.00 per hour, based on experience and qualifications. Performance‑based incentive compensation may be available.
Benefits Competitive total rewards package, including base wages, comprehensive healthcare coverage, 401(k) plan with employer match, employee assistance program, life and disability insurance, tuition assistance, mental health resources, identity theft protection, auto and home insurance, pet insurance, and paid vacation and holidays.
EEO and Diversity Statement Columbia Bank is an equal‑opportunity and affirmative‑action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants receive consideration without regard to protected status. Contact careers@columbiabank.com for accommodation requests.
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Responsibilities
Act as Commercial Banking’s primary customer contact for all clients; receive guidance from Senior CCS Representative to resolve complex issues.
Respond to banking questions and provide guidance on account implementation, funds transfer/stop‑payment requests, and transaction posting problems.
Communicate with Relationship Managers, provide updates on client matters, make recommendations, and ensure timely resolution of urgent issues.
Answer incoming calls from Treasury Management customers and internal staff, delivering exceptional service that exceeds caller expectations. Handle calls with professionalism, demonstrating ownership and aiming for one‑call resolution when possible.
Demonstrate compliance with all bank regulations and stay updated on regulatory changes.
Follow all bank policies and procedures, compliance regulations, and complete required annual and job‑specific training.
Maintain a working knowledge of bank policies regarding the Bank Secrecy Act, Regulation CC, Regulation E, bank security, and other applicable regulations.
Coach, mentor, or train others as a subject‑matter expert when requested.
Actively learn, demonstrate, and foster the Columbia corporate culture in all actions and words.
Takes personal initiative and serves as a positive example for others.
Embrace the vision to become "The World's Greatest Bank".
Perform other duties as assigned.
Qualifications
High school diploma or GED required; bachelor’s degree in business, finance, or related field preferred.
2–4 years of banking experience in accounts, lending, loan processing, documentation, and customer service required.
Demonstrated knowledge of bank payment systems, account operations, and complex business entities.
Proficient knowledge of commercial banking products, services, operations, and applicable laws and regulations.
Excellent written and verbal communication skills; ability to communicate effectively with professionals at all business levels.
Strong customer service, interpersonal, organizational, and multitasking skills, with sound judgement.
Proficiency in Windows Office Suite, spreadsheets, and industry‑specific software.
Location and Compensation Role is fully onsite at scheduled location (24021 E MISSION AVE STE 200 Liberty Lake, WA 99019‑9529). Pay range: $23.00–$28.00 per hour, based on experience and qualifications. Performance‑based incentive compensation may be available.
Benefits Competitive total rewards package, including base wages, comprehensive healthcare coverage, 401(k) plan with employer match, employee assistance program, life and disability insurance, tuition assistance, mental health resources, identity theft protection, auto and home insurance, pet insurance, and paid vacation and holidays.
EEO and Diversity Statement Columbia Bank is an equal‑opportunity and affirmative‑action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants receive consideration without regard to protected status. Contact careers@columbiabank.com for accommodation requests.
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