Senior Relationship Specialist

Columbia Bank • Irvine, CA • 2h ago

About the Role:

Acts as a liaison with Commercial customers, during all phases of onboarding a new banking relationship. Manages and monitors existing Commercial 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 Commercial Relationship Team to obtain and review information required for underwriting, documentation and closing of C&I (Commercial and Industrial) and real estate term loans, 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.

Set up and ongoing monitoring of 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.

Review business organizational documents to determine appropriate signing authorities and responsible for confirming such entities are in good standing with applicable governmental agencies

May perform preliminary review of property and liability insurance, title policy 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 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 - H.S. Diploma/GED (Required)

Bachelor'sdegreeor equivalent experience. (Preferred)

2-4year'sof previous banking or loan administration experience(Required)

Basic knowledge in all areas of banking and lending.

Ability to read and write, with basic arithmetic skills.

Basic analytical and problem-solving skills.

Strong written and verbal communication skills.

Ability to work effectively with individuals and groups across the company to manage internal and external customer relationships.

Proficiency with personal computers and related software packages such as Word and Excel, and other business machines.

The pay range for this role is $28.00 to $45.00.

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).

2010 Main Street, 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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