Commercial Card Specialist

• Provide specialized and technical support to Commercial Card company administrators and cardholders
• Support Bank sales teams through technical expertise, company builds, and ongoing maintenance
• Act as liaison with internal Associates for all credit card products
• Assist Commercial Card Consultants, Treasury Management Consultants, and Relationship Managers with client implementation
• Participate in discussions about commercial card products and services
• Attend occasional sales calls when technical product demonstrations are needed
• Ensure implementation and delivery of products and services within agreed time frames
• Prepare Commercial credit card programs for processing
• Verify applications and supporting documentation
• Build company information, including sublevels, cards, and administrative access, in relevant systems
• Conduct product and system training via webinar for program administrators
• Provide follow-up support and additional training to company program administrators
• Maintain existing company accounts through maintenance requests and authorized updates
• Maintain compliance with bank regulations, policies, procedures, and required training
• Keep current with Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations
• May coach, mentor, or train others and teach coursework as a subject matter expert
• Foster Columbia corporate culture and demonstrate personal initiative
• Perform other duties as assigned

• High school diploma/GED (preferred)
• Associate, vocational, or technical degree in accounting or another related field (preferred)
• 2–4 years of financial services/customer service experience with a history in credit card operations or a related field (Required)
• Intermediate understanding of credit card transaction processes, payment systems, laws, and association rules and regulations
• Intermediate understanding of credit, underwriting, and banking procedures
• Proficiency in Columbia products preferred
• Comprehensive understanding of documentation and servicing requirements
• Ability to produce detailed, accurate results in a high-stress, deadline- and goal-oriented environment
• Strong analytical, math, problem solving, organizational, customer service, and interpersonal skills
• Excellent written and verbal communication skills required
• Self-starter with ability to work independently and remote
• Proficient in word processing, spreadsheet, database, and industry-specific software applications
• Ability to work fully onsite at posted location(s)
• Occasional travel required

Demonstrates expertise in credit card operations, payment systems, and compliance with banking regulations while providing technical support and training to commercial card administrators and sales teams. Strong analytical and communication skills are essential for effective client implementation and ongoing maintenance.

• Credit Card Operations
• Payment Systems
• Regulatory Compliance
• Customer Service
• Technical Support

• Credit Card Transaction Processes
• Underwriting Procedures
• Documentation Requirements
• Financial Services Experience
• Analytical Skills
• Math Skills
• Problem Solving
• Organizational Skills
• Columbia Products Proficiency
• Industry-Specific Software Applications

• Interpersonal Skills
• Written Communication
• Verbal Communication
• Self-Starter
• Ability to Work Independently

• Bank Secrecy Act
• Regulation CC
• Regulation E
• Bank Security
• Financial Services

• Word Processing Software
• Spreadsheet Software
• Database Software