Columbia Bank

IT Support

• Support associates with core banking applications, standard software, Windows, MS Office, and related business solutions
• Answer, evaluate, and prioritize assistance requests via telephone, voicemail, email, and Self Service site
• Maintain the ServiceNow ITSM tool by identifying trends and accurately capturing details
• Identify and troubleshoot hardware, software, operating system, mobility, and telecommunication issues
• Install and configure computers and laptops using standard processes and tools
• Participate in a 24x5 global support team and escalate complex problems as needed
• Demonstrate compliance with bank regulations and policies
• Maintain working knowledge of Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations
• Coach, mentor, or train others and teach coursework as a subject matter expert when requested
• Foster Columbia Bank's corporate culture and support its vision to become “Business Bank of Choice”
• Perform other duties as assigned

IT Support Specialist II

Procurement

• Create purchase orders to record purchases from financial commitments including requisitions, contracts, catalogs, and punchouts
• Proactively maintain, change, and update open purchase orders to reflect current financial commitments
• Monitor purchase order and invoicing issues and troubleshoot issues preventing matching and supplier payments
• Coordinate with requestors, accounts payable, finance, and other procure-to-pay stakeholders
• Maintain accurate open purchase order, past due purchase order, and open-receiver lists
• Oversee the procure-to-pay process flow and correct its effectiveness when necessary
• Facilitate and maintain effective supplier and internal stakeholder relationships
• Perform and run RFPs with internal business partners and assigned spend categories
• Maintain cost-effective supplier selections throughout the bidding process
• Demonstrate compliance with bank regulations and keep up to date on regulatory changes
• Coach, mentor, or train others and teach coursework as a subject matter expert when requested
• Foster Columbia corporate culture and take personal initiative
• Perform other duties as assigned

Procurement Specialist

Advisor

• Grow and manage a large book of business
• Conduct business development, financial planning, asset management, and pipeline management
• Lead organizational best practices in segmentation, client engagement processes, team dynamics, and relationship management
• Manage client relationships linked to branches, business/commercial clients, or an existing book of business
• Build and maintain client-focused relationships
• Achieve or exceed assigned production goals
• Maintain relationships with Bank personnel in assigned branches through meetings, trainings, questions, support, and education
• Manage time and expenses for optimal productivity and results
• Retain and develop business opportunities through ongoing client relationships
• Provide individualized service based on comprehensive planning and investment strategies
• Achieve client satisfaction and loyalty
• Maintain and build a book of business individually and/or within an established team
• Serve as a community-based subject matter expert for clients, prospects, and colleagues
• Keep current with regulation changes and follow Bank policies and procedures
• Coach, mentor, or train others and teach coursework as a subject matter expert when requested
• Foster Columbia’s corporate culture and support the vision to become “Business Bank of Choice”

Senior Wealth Advisor

Account Manager

• Source, develop, and deepen relationships with healthcare organizations, including physician groups, DSOs, and micro-ER operators
• Represent Columbia Bank at industry events and cultivate referral networks with healthcare advisors, consultants, and private equity sponsors
• Underwrite and manage a diversified portfolio of cash-flow-based and real estate-secured loans
• Manage financing for practice acquisitions, partner buy-ins, ASC and MOB development, and recapitalizations
• Maintain sound credit administration and compliance with bank policies, emphasizing risk-adjusted pricing, performance monitoring, and audit readiness
• Manage client relationships through loan origination, portfolio oversight, and relationship reviews
• Provide consultative guidance on healthcare consolidation, expansion, and liquidity events
• Collaborate with Private Banking, Treasury Management, and Credit Administration to deliver integrated financial solutions
• Engage bank partners on wealth management strategies, including investments, trust, and financial planning
• Deliver full-relationship solutions across credit, deposits, and treasury management
• Serve as a subject matter expert and may coach, mentor, or facilitate training for colleagues
• Foster Columbia Bank’s corporate culture and “Business Bank of Choice” vision
• Support community engagement initiatives that reinforce Columbia Bank’s healthcare finance reputation

Healthcare Relationship Manager

Manager

• Provide expertise in the management of trust and investment relationships
• Utilize effective investment solutions to maximize return on investment of assets under management and meet fiduciary objectives
• Grow a book of business within a team environment
• Identify and cultivate new trust business opportunities through networking, referrals, and strategic outreach
• Manage investment portfolios within established policies and regulations
• Assist in management of the company’s investment process and strategic thinking
• Complete written and verbal communication tasks and projects
• Develop new business to further the strategic goals of the company
• Monitor and assess portfolio performance
• Build trust with clients, business partners, and management
• Explain complex financial concepts in simple terms
• Write clear reports and deliver persuasive presentations
• Apply strategic thinking and decision making
• Keep current with regulation changes and security market developments
• Follow Bank policies, procedures, and compliance regulations
• Coach, mentor, or train others and teach coursework as a subject matter expert when asked
• Actively learn, demonstrate, and foster Columbia’s corporate culture
• Take personal initiative and serve as a positive example
• Embrace the vision to become “Business Bank of Choice”
• Perform other duties as assigned
• Occasional travel

Trust Portfolio Manager

• Pursue business development opportunities to establish, maintain, and build relationships with high-net-worth clients
• Develop new business opportunities and generate leads
• Build client teams by partnering with product specialists to provide comprehensive financial advice and planning
• Develop new relationships through client referrals, Centers of Influence, community involvement, and internal partners
• Assess Private Bank clients' needs and provide tailored advice across investments, trust and wealth transfer, credit, deposits, and other services
• Lead client teams in planning, delivery, and regular client reviews
• Maintain frequent personal contact and open communication with clients and internal teams
• Communicate proactively with clients about current financial market conditions
• Analyze clients' financial needs and monitor ongoing financial and personal circumstances
• Identify additional opportunities from existing clients and leverage internal resources to become the client's lead or sole provider
• Coordinate preparation of client presentation and review materials
• Maintain current client financial information and explain provided solutions
• Communicate with clients and risk areas, particularly the Credit team for borrowing relationships
• Comply with bank regulations, policies, procedures, and required training
• Maintain working knowledge of the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations
• Coach, mentor, or train others and teach coursework as a subject matter expert when requested
• Learn and foster Columbia's corporate culture and serve as a positive example
• Perform other duties as assigned

Senior Private Bank Relationship Manager

General

• Provide new business through marketing programs involving professionals and potential business sources
• Provide exceptional service to existing trust clients
• Act as the quarterback for relationships related to client subject matter requirements
• Perform written and verbal communication tasks and projects
• Provide in-house expertise on trust administration issues
• Book new business and retain business through cross-selling
• Call on assigned branches regularly for branch education in trust products
• Participate in community activities to form business relationships with candidates for trust services
• Administer accounts, including maintaining account files
• Help clients achieve planned account goals within an acceptable level of risk
• Administer moderately complex relationships
• Demonstrate compliance with bank regulations and keep current on regulatory changes
• Follow Bank policies, procedures, and compliance regulations, and complete required training
• Maintain working knowledge of Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations
• Coach, mentor, or train others and teach coursework as a subject matter expert when requested
• Foster Columbia’s corporate culture and act as a positive example
• Perform other duties as assigned

Trust Officer

• Identify, cultivate, and close new commercial banking relationships within the property management services industry
• Develop expertise in HOA banking needs and deliver customized Treasury Management products and services
• Manage and grow an existing portfolio of HOA relationships
• Develop new depository relationships through telephonic outreach, face-to-face visits, and written communication
• Participate in community events and tradeshows to promote Bank services and financial products
• Meet with CPAs, attorneys, real estate agents, business owners, and senior executives to evaluate needs and provide product advice
• Understand customer needs, business strategies, and core accounting platforms; consult on banking systems that improve efficiency and mitigate fraud
• Develop and execute individual marketing strategies to promote financial products and prospect for new relationships
• Negotiate deposit and credit product pricing, terms, conditions, financial covenants, and reporting requirements
• Scrutinize potential customer information for irregularities, discrepancies, and fraud
• Visit prospective or existing client offices to examine collateral and conduct assessments
• Monitor existing clients’ Treasury Management usage, communicate enhancements, and serve as an escalation point
• Manage customer relationships through the Bank’s CRM system
• Anticipate additional customer needs; follow up on deposit and credit line expirations and renewals
• Collaborate with internal stakeholders and departments to achieve customer goals
• Complete compliance courses and maintain expertise in banking products, delivery channels, and regulatory, operational, and compliance issues
• Facilitate documentation for opening, closing, and renewing deposit and loan accounts
• Ensure quick and accurate execution of customer requests
• Obtain information for preliminary underwriting purposes
• Perform other duties as assigned

HOA Relationship Development Manager

Financial Planning and Analysis

• Provide administrative and operational support for one or more Financial Advisors
• Serve as a liaison between Financial Advisors and their clients
• Answer incoming calls, organize filing systems, coordinate schedules, and prepare correspondence and documents
• Send requested and required forms to clients
• Assist Financial Advisors with client support and time management
• Process confidential information
• Open, maintain, and service client accounts
• Follow up on missing paperwork
• Process new accounts and files
• Process department mail, checks, and securities
• Maintain client and mailing databases
• Update Financial Advisors’ calendars
• Research and resolve client problems
• Provide quote information and enter mutual fund trades
• Accept unsolicited mutual fund and money market investment directions from clients
• Coordinate and assist with client events through marketing, mailing, follow-up, and day-of-event support
• Work with operations on account maintenance and client instructions
• Complete department projects
• Maintain the client scanning system and ensure records are accurate and complete
• Balance settlement accounts and review trade blotters
• Review and notify Financial Advisors of new referrals
• Maintain compliance with bank regulations, policies, procedures, and required training
• Coach, mentor, or train others and teach coursework as a subject matter expert when asked
• Foster Columbia’s corporate culture and serve as a positive example
• Perform other duties as assigned

Financial Services Sales Assistant

Administration

• Act as a primary liaison with Commercial customers during all phases of onboarding a new banking relationship
• Manage and monitor existing Commercial customer relationships on an ongoing, day-to-day, and transactional basis
• Partner with the Commercial Relationship Team to obtain and review information for underwriting, documentation, and closing of complex C&I, construction, and term loans, deposit accounts, and other services
• Set up, process, and monitor documents and files for package completion, customer-request specifications, and regulatory compliance
• Prepare data input sheets and provide information for boarding customer relationships on bank servicing systems
• Maintain files with required documentation for third-party review and prepare files for timely audits
• Work with attorneys and financial or legal resources to negotiate accurate documents protecting the financial institution’s interests
• Set up and monitor loan and financial ticklers for accuracy and timeliness
• Ensure closing conditions are met and loans close within required time frames
• Work directly with customers
• Review and resolve customer problems regarding bank products and services
• Facilitate customer account maintenance and advance requests
• Perform GL Certification, including research, balancing, and certification
• Analyze property and liability insurance, title policies, title exceptions, and UCC searches for compliance with bank policy and procedure
• Maintain knowledge of applicable banking regulations and complete required training
• Coach, mentor, or train others and teach coursework as a subject matter expert when requested
• Perform other duties as assigned

Senior Commercial Loan Administrator

Product Manager

• Manage banking products, services, and delivery channels from conceptual stages through research, development, marketing, training, sales programs, performance tracking, and the product life cycle
• Manage the portfolio of assigned products and research and development of new products
• Evaluate and enhance actively sold and serviced products
• Identify revenue enhancement opportunities, track profitability, and manage changes to assigned products
• Evaluate regulatory changes, risk assessments, Bank initiatives, and customer needs for new and enhanced products and services
• Use customer feedback, surveys, associate input, and competitor analysis
• Monitor banking product and service trends through competitive analysis, market assessments, and feasibility research
• Assess and report on effectiveness, revenue generation, market penetration, and profitability of products and services
• Measure and track financial performance volume against established goals
• Assist with business plans, business requirements, and technical specifications
• Assist with leading projects, including project plans, presentations, training materials, communications, and product-launch information
• Maintain regulatory compliance knowledge and complete required training
• Maintain working knowledge of Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations
• Coach, mentor, or train others and teach coursework as a subject matter expert
• Foster Columbia corporate culture and support the vision to become “Business Bank of Choice”
• Perform other duties as assigned

Engineer

• Deliver advanced-level endpoint, SCCM, and organizational patch management support
• Carry out updates using patches and new builds to maintain security and usability
• Assist with third-party patching
• Manage the endpoint SCCM environment, software deployment collections, and outdated collections/task sequences
• Push all operating system and third-party application patches to endpoints
• Collaborate with Information Security to resolve security vulnerabilities over 30 days old
• Create and deploy PowerShell scripts to automate endpoint processes
• Diagnose and resolve issues involving PCs, laptops, networks, local servers, printers, remote access, and file shares
• Provide Tier 3 support for escalated service desk tickets and mentor Desktop Support staff
• Act as point of contact for level 3 escalations
• Implement and support software and hardware standards for desktop, infrastructure, and network infrastructure
• Log, track, route, and document problems and requests using ticket tracking software
• Respond to technical assistance requests in person, by telephone, and electronically
• Log service desk interactions
• Create and follow standard operating procedures
• Develop fundamental operations for commonly used software, hardware, and equipment
• Assist with management of the Azure Virtual Desktop environment
• Provide Microsoft Windows desktop/server and Apple iOS expertise to internal clients
• Maintain compliance with bank regulations, policies, procedures, and required training
• Maintain knowledge of Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations
• Coach, mentor, or train others and teach coursework as a subject matter expert
• Foster Columbia corporate culture and support the vision to become “Business Bank of Choice”
• Perform other duties as assigned

Endpoint Engineer

Recruitment

• Execute full-cycle recruiting for high-volume, operational, and recurring roles within established hiring frameworks
• Manage multiple open requisitions simultaneously while maintaining predictable candidate flow and timely progress
• Conduct structured intake meetings to confirm role requirements, hiring timelines, and baseline selection criteria
• Build and maintain active, always-on talent pipelines using job boards, referrals, and sourcing tools
• Screen candidates for baseline qualifications and readiness
• Coordinate interviews and hiring steps with hiring managers
• Prevent delays, candidate drop-off, and process breakdowns
• Provide timely and professional communication to candidates and hiring managers
• Maintain accurate documentation, data integrity, and compliance in Workday and related recruiting systems
• Identify and escalate hiring delays, risks, and compliance concerns
• Complete required regulatory, compliance, and job-specific training
• Represent the organization professionally and protect the employer brand through a consistent candidate experience
• Demonstrate alignment with the Bank's culture, values, and vision
• Maintain knowledge of applicable bank policies, procedures, and regulations
• May coach, mentor, or train others and teach coursework as a subject matter expert
• Perform other duties as assigned

Recruiting Consultant

Collections

• Maintain acceptable Effectiveness Collection Percentages on NPA delinquent accounts
• Communicate with internal and external customers to resolve delinquent contracts
• Use internal and external resources to establish contact, identify resolution courses, protect the Company’s interest, and execute resolution plans timely
• Maintain productivity levels, including assigned call volumes, to service the portfolio
• Communicate with lessees 91–120 days past due by telephone, mail, and personal contact
• Demonstrate strong telephone customer service skills
• Meet and exceed collection goals, specifically NPA goals
• Make resolution arrangements when accepting less than total due
• Assist with negotiating and resolving insurance issues on delinquent 91–120 day accounts
• Ensure collection of late charges and miscellaneous fees as appropriate
• Maintain complete and accurate collection notes
• Prepare repossession authorization packets
• Perform assigned call volumes professionally
• Perform extensions, rewrites, purchase agreements, and forbearance agreements within authority or with management approval
• Prepare files for Attorney Demand Letters/Litigation packets
• Prepare Settlement packets including FMVs and Credit Bureau Requests
• Maintain knowledge of and adherence to UDAAP and FDCPA requirements
• Notify supervisors or managers of significant situations that may cause company harm or loss
• Provide customer service to lessees, vendors, brokers, and staff
• Maintain confidentiality of company information
• Develop positive relationships with company managers and staff; assist other staff as needed
• Maintain regular and predictable attendance and punctuality
• Comply with bank regulations, policies, procedures, and required training
• Maintain knowledge of 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’s corporate culture and support its vision to become “Business Bank of Choice”
• Perform other duties as assigned

Senior Collections Specialist

• Maintain individual delinquency results on assigned portions of the 1-60 Day Special Label Portfolios
• Communicate with internal and external customers to resolve delinquent contracts
• Contact lessees via telephone, mail, email, text, or personal contact
• Make resolution arrangements when accepting less than total due
• Meet or exceed individual delinquency goals on assigned portfolios
• Maintain required call volumes and professional calling standards
• Assess and collect miscellaneous fees and late charges
• Maintain complete and accurate customer communication documentation in Artiva
• Use extensions, rewrites, addendums, and forbearances, including equipment repairs
• Prepare status worksheets, buyouts, t-values, Fair Market Value requests, repossession packets, third-party sale requests, settlement packets, and credit bureau requests
• Utilize Artiva status coding and web-based skip-tracing tools including Accurint and ID-Info
• Refer accounts to outside field agents and coordinate with insurance companies regarding claims and coverage
• Work with brokers, relationship managers, and vendor contacts to resolve first-payment-default delinquencies
• Prepare demand letters and attorney demand letter/litigation packets
• Maintain positive relationships with customers, vendors, brokers, staff, and business associates
• Notify the supervisor of significant situations that may cause harm or loss to the company
• Follow bank policies, procedures, compliance regulations, Bank Secrecy Act requirements, and other applicable regulations
• Provide customer service and support other staff as needed
• May coach, mentor, or train others
• Perform other duties as assigned