Treasury Management Implementation Specialist

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About Us:

At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.

We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.

Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.

Reviews all products and services requests through the onboarding tool for accuracy and clarity, including our Treasury Management Service agreement. Handles all new, modifications and cancellations of Treasury Management products and services. Completes daily and monthly operational tasks related to Treasury Management services. Coordinates with other departments and third party vendors to assist with completing customer requests.

• Implements all new, modification and cancellations of TM products and services including complex products that are technical in nature. Completes business customer’s self-enrollments through Commercial Online Banking.
• Responsible for reviewing all requests submitted to implementation for accuracy and includes all pertinent information needed to complete the request in accordance to treasury management policy and procedures.
• Responsible for ensuring all Treasury Management agreements and terms and conditions are complete before products and services are implemented. Adherence to account analysis guidelines when implementing products and services.
• Coordinates with other departments in the bank and third-party vendors to ensure products and services are implemented within agreed upon service level agreement.
• Responsible for sending out customer notifications and welcome emails for new and existing products and services. Handles and issues tokens for customers using Commercial Online Banking.
• 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.

• High School Diploma/GED
• Bachelor's Degree or equivalent work experience.
• 2-3 years of TM Specialist experience and/or retail banking. Required
• Strong customer service, interpersonal and organizational skills.
• Strong attention to detail with ability to accurately set up TM Services on back-office platforms.
• Excellent written and verbal communication skills.
• Knowledge of treasury management products and services, and technical computer software.
• Proven experience addressing and resolving simultaneous requests for assistance, requiring strong coordination and follow-up skills.

Job Location(s):
Ability to work fully onsite at posted location(s).

CO, UT, , WA, AZ, NV, OR, CA

Travel Type:
Discretionary:
As needed to fulfill the Essential Functions

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $21.00 - $30.00, and the pay rate for the selected candidate is…