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Treasury Management Specialist
full-timeRedding$0k - $0k

Summary

Location

Redding

Salary

$0k - $0k

Type

full-time

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About this role

About the Role:

Provide specialized and technical support to Treasury Management customers for all products and services. Conduct product training via webinar to new and existing customers. Process customer modifications on existing services through department work flow. Act as liaison with internal departments in helping Treasury Management customers and provide assist on products and services.

  • Facilitate continued product training via webinar for existing treasury management customers. Provide any technical support during the training to install drivers/software. Assist with file mapping and other complex product needs.
  • esponsible for providing ongoing technical support for treasury management products and services which can be complex in nature. Troubleshoot file mapping and advise on necessary changes.
  • Responsible for submitting customer modification requests to update services through department work flow tool accurately within established service level agreements. Submit changes and research on analysis fees and billing questions
  • Takes the lead on assignments that are moderate to complex in nature where judgment is required in resolving problems and making routine recommendations.
  • Responsible for managing tickets in SNOW.
  • Assist Treasury Management Consultants, Relationship Managers and other internal partners with customer research, issue resolution and questions regarding treasury management product and services.
  • 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.
  • 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:

  • High School Diploma/GED (preferred)
  • Bachelor's Degree (preferred)
  • Less than 2 years — of banking experience in stores or other areas with high level of customer contact. (Required)
  • Possess strong customer service, interpersonal and organizational skills.
  • Possess excellent written and verbal communication skills.
  • Knowledge of treasury management, merchant services, banking products and services and technical computer software.
  • Knowledge of general business practices as pertains to accounting and financial practices including interest rate impact and account analysis.
  • Ability to address and resolve simultaneous requests for assistance, requiring strong coordination and follow up skills.
  • Proficiency in word processing, spreadsheet and industry-specific software.
  • Possess strong customer service, interpersonal and organizational skills.


Travel Requirements

  • Occasional


The pay range for this role is $18.00 - $25.00.

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).

1951 Churn Creek Redding CA 96002

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: [email protected].

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.

Other facts

Tech stack
Customer Service,Interpersonal Skills,Organizational Skills,Written Communication,Verbal Communication,Treasury Management,Merchant Services,Banking Products,Technical Support,File Mapping,Problem Solving,Coordination Skills,Follow Up Skills,Word Processing,Spreadsheet Software,Bank Regulations

About Columbia Bank

Umpqua Bank has officially changed to Columbia Bank, follow us on LinkedIn to stay updated.

Team size: 5,001-10,000 employees
LinkedIn: Visit
Industry: Banking

What you'll do

  • Provide specialized support to Treasury Management customers and conduct product training via webinars. Troubleshoot complex product needs and manage customer modification requests accurately.

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Frequently Asked Questions

What does Columbia Bank pay for a Treasury Management Specialist?

Columbia Bank offers a competitive compensation package for the Treasury Management Specialist role. The salary range is USD 0k - 0k per year. Apply through Clera to learn more about the full compensation details.

What does a Treasury Management Specialist do at Columbia Bank?

As a Treasury Management Specialist at Columbia Bank, you will: provide specialized support to Treasury Management customers and conduct product training via webinars. Troubleshoot complex product needs and manage customer modification requests accurately..

Why join Columbia Bank as a Treasury Management Specialist?

Columbia Bank is a leading Banking company. The Treasury Management Specialist role offers competitive compensation.

Is the Treasury Management Specialist position at Columbia Bank remote?

The Treasury Management Specialist position at Columbia Bank is based in Redding, California, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Treasury Management Specialist position at Columbia Bank?

You can apply for the Treasury Management Specialist position at Columbia Bank directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Columbia Bank on their website.