Commercial Client Services Representative

Columbia Bank

. 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 .

Posted 9/16/2026full-timeLake Oswego • Oregon • United StatesJuniorMid-Level💰 $23 - $30 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Deposit and Treasury Management products while providing exceptional client service and support. Maintains compliance with banking regulations and effectively communicates with clients and internal teams to resolve issues promptly.

Highest-signal resume keywords

Deposit And Treasury Management ExpertiseCustomer Service ExcellenceBanking Regulations ComplianceCommunication SkillsBank Payment Systems Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Banking ExperienceTreasury Management ProductsAccount OperationsBank Payment SystemsCommercial Banking ProductsFinancial Procedures KnowledgeComplex Issue ResolutionDecision MakingNew Accounts ProcessingLending Loan Processing

Soft Skills

Interpersonal SkillsOrganizational SkillsMulti-tasking AbilityJudgmentCoaching And Mentoring

Tools & Technologies

Windows Office SuiteSpreadsheetsIndustry Specific Software

Industry Keywords

Bank Secrecy ActRegulation CCRegulation ECompliance RegulationsCorporate BankingCustomer Relationship ManagementBusiness AcumenMarket Impact AnalysisInterest Rate Impact

About the role

Key responsibilities & impact

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 via phone, email and other communication channels
Serve as subject matter expert for Deposit and Treasury Management products
Act as Commercial Banking's primary customer contact for servicing all clients
Receive guidance from Sr. CCS Representative on complex issues
Respond to banking questions and provide guidance with account implementation, funds transfer/stop payment requests, transaction posting problems and error resolution
Communicate with Relationship Managers, provide updates on client matters, make recommendations and ensure issues needing immediate attention are resolved timely
Answer incoming calls from Treasury Management customers and internal staff, delivering exceptional service and pursuing one-call resolution
Respond to deposit and Treasury Management client questions and resolve issues timely and effectively
Escalate complex issues to Sr. CCS Representative when needed
Demonstrate compliance with bank regulations and keep up to date on regulation changes
Follow Bank policies and procedures, compliance regulations, and complete required training
Maintain working knowledge of Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other applicable regulations
May coach, mentor, train others, and teach coursework as subject matter expert
Actively learn, demonstrate, and foster Columbia 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

Requirements

What you’ll need

H.S. Diploma/GED (preferred)
Bachelor's Degree in Business, Finance or related field (preferred)
2-4 years of banking experience, treasury management product 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
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
Strong customer service, interpersonal and organization skills
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
Occasional travel required
Ability to work fully onsite at posted location(s)

Benefits

Comp & perks

Comprehensive healthcare coverage: medical, dental, and vision plans
401(k)-retirement savings plan with employer match for qualifying associate contributions
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
Paid vacation, sick days, volunteer days, and holidays
Benefit eligibility begins the first day of the month following the date of hire for associates regularly scheduled to work at least thirty hours weekly
Performance-based incentive compensation may be available