Commercial Client Services Representative

Columbia Bank • Irvine, CA • 1h ago

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 $24.87 - $33.00.

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).

17901 Von Karman Avenue Suite 150 Irvine CA 92614

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: careers@columbiabank.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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