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Treasury Management Support Specialist

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: Columbia Bank
Full Time position
Listed on 2026-01-03
Job specializations:
  • Finance & Banking
    Banking & Finance, Banking Operations
Job Description & How to Apply Below

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 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 foal of one call resolution achieving established service standards.
  • 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 - Required.
  • Bachelor's Degree in Business, Finance or related field - Preferred.
  • 2-4 years of banking 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.
Job Location (s):

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

The pay range for this role is $21.00 - $26.00.

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.

Evergreen:

This posting is part of an evergreen requisition to create a pipeline of talent. If you are interested in potential opportunities in this area, we encourage you to apply. While we may not have an immediate opening at this time, we are always looking for top talent and will reach out as positions become available in the posted locations.

Our Benefits:

We are proud to offer a competitive total rewards package including base…

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