Relationship Specialist

Columbia Bank • San Diego, CA • 4h ago

Acts as a liaison with customers, during all phases of onboarding a new banking relationship. Manages and monitors existing customer relationships on an ongoing, day-to-day, and transactional basis working in close partnership with the business unit and other departments throughout the bank. Is relied upon by the business unit for knowledge of required processes and requirements needed to provide an exceptional customer experience.

Partners with the Relationship Team to obtain and review information required for underwriting, documentation and closing of C&I, construction and term loans from moderate to complex in nature, as well as all deposit accounts and other services.

Set up, process, and monitor documents and files for package completion to meet specifications of a customer request and adherence to regulatory requirements.

Independently prepare data input sheets and provide required information for customer relationships to be boarded on the banks servicing system(s). Maintain files with all required documentation for third-party review and prepares files for timely audits.

Work with attorneys and other financial or legal resources to obtain the correct, accurate documents to fully protect the financial institution's interests in the credit relationship.

Set up and monitor loan and financial ticklers to ensure accuracy and timeliness. Follow up with customer to obtain all necessary information.

Review and resolve a variety of customer problems/issues regarding bank products and services and facilitate processing of customer account maintenance and advance requests.

Responsible for GL Certification which includes research, balancing and certification.

Analyze property and liability insurance, title policy including title exceptions and UCC searches to ensure compliance with bank policy and procedure.

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 Umpqua 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.

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).

11720 El Camino Real, Suite 150 San Diego CA 92130

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: http://careers@columbia.com

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.

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