Columbia Bank

Administration

• Act as primary liaison with Commercial customers throughout onboarding and ongoing relationship management
• Partner with the Commercial Relationship Team to obtain and review underwriting, documentation, and closing information for complex C&I, construction, and term loans, deposit accounts, and other services
• Set up, process, and monitor documents and files for package completion and regulatory adherence
• Prepare data input sheets and provide information for boarding customer relationships on bank servicing systems
• Maintain documentation files 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
• Ensure closing conditions are met and loans close within required time frames
• Work directly with customers to resolve problems and facilitate 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
• 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
• Foster Columbia’s corporate culture and perform other duties as assigned

Senior Commercial Loan Administrator

Manager

• Manage and lead middle market banking activity and production in an assigned market
• Oversee a portfolio of approximately $500–800MM serving clients with $15+MM annual revenue
• Manage a team of Middle Market Relationship Managers
• Meet strategic objectives, production goals, and client needs
• Develop and execute market strategy aligned with the Bank's strategic goals
• Serve as the face of the bank for the market
• Personally produce and build internal and external partnerships to attract business relationships
• Manage the P&L of an assigned market and establish production goals and strategies
• Maintain and grow a quality Middle Market Banking portfolio through prudent risk and portfolio management
• Develop and nurture community relationships and participate in community/market events, organizations, and board memberships
• Develop and implement cross-selling strategies with Bank partners
• Grant credit approvals within delegated authorities and manage credit risk within the market
• Identify, hire, manage, motivate, and retain top talent
• Support professional development of associates within the assigned market
• Maintain compliance 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
• Foster the Columbia corporate culture and model positive initiative
• Perform other duties as assigned

Middle Market Manager

• 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 to board 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 to ensure 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 compliance with bank regulations and stay current on regulation changes
• Follow bank policies, procedures, compliance regulations, and complete 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
• Actively learn, demonstrate, and foster Columbia corporate culture
• Take personal initiative and serve as a positive example
• Perform other duties as assigned

Salesforce Developer

• Design, develop, test, and deploy nCino and Salesforce solutions using Apex, Triggers, Lightning Web Components, Screen Flows, and Visualforce where applicable
• Build and maintain custom business functionality using Apex, SOQL, asynchronous processing, and Salesforce platform capabilities
• Develop and support Experience Cloud customer, partner, and community portals
• Develop and support Salesforce integrations using REST APIs, middleware platforms, Platform Events, and established integration patterns
• Collaborate with Product Owners, Business Analysts, and stakeholders to refine requirements and translate business needs into scalable technical solutions
• Support CI/CD deployment activities, release management, and production support processes
• Provide ongoing technical support and enhancements for existing nCino and Salesforce applications and integrations
• Perform data migration, mapping, transformation, and reconciliation across Salesforce and integrated systems
• Participate in solution design, technical reviews, and architecture discussions
• Contribute to development standards, coding best practices, documentation, and platform governance
• Deliver project commitments and feature-level solutions on time while managing multiple priorities
• Collaborate with and support junior developers through knowledge sharing and peer reviews
• Comply with bank regulations, policies, procedures, security requirements, and 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 support the vision to become “Business Bank of Choice”
• Perform other duties as assigned

Salesforce Developer II

Data Scientist

• Develop, implement, support, test, document, monitor, and maintain statistical, mathematical, economic, financial, machine learning, and AI-enabled models
• Develop and support models for default, loss severity, fraud detection, customer analytics, financial planning, credit risk, anti-money laundering, asset liability management, and model monitoring
• Contribute to responsible adoption of AI/ML capabilities through governance, documentation, monitoring, control design, and appropriate-use standards
• Conduct quantitative analysis, modeling, data mining, and programming to generate insights and actionable recommendations
• Partner with business units, technology, risk, compliance, and governance stakeholders to define analytical approaches and modeling solutions
• Research and develop quantitative tools and techniques to measure and analyze model risks
• Assess model conceptual foundations, specifications, assumptions, limitations, variable selection, underlying data, developmental evidence, and documentation
• Interview model developers, vendors, and model owners regarding business context and model risk management standards
• Advocate sound quantitative, model development, model monitoring, and AI governance practices
• Propose and execute model validation tests for new and existing models
• Assist the manager with regular and ad hoc reports on model findings for senior management and regulators
• Coordinate changes to the bank's model inventory and end-user applications
• 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
• May coach, mentor, train others, and teach coursework as a subject matter expert
• Perform other duties as assigned

Quantitative Modeler, Data Scientist

Account Manager

• Develop and execute strategic business development initiatives to acquire new fiduciary and non-consumer deposit relationships
• Expand and deepen existing client partnerships
• Identify, target, and engage Public, Corporate, Commercial, and Commercial Real Estate prospects through consultative outreach
• Manage and grow a portfolio of fiduciary-focused deposit relationships
• Drive profitable deposit growth, share of wallet, and expansion of existing business relationships
• Prospect in key industries for large deposit relationships using working capital assessments
• Source low-cost deposits and core fee-income solutions
• Attend industry conferences and business development events
• Build networks of prospects, referrals, and centers of influence
• Collaborate with and indirectly manage key business partners to develop complete client relationships
• Build and maintain a portfolio of non-consumer deposit customers through referrals and self-sourcing
• Manage complex customer relationships and analyze relevant industrial, commercial, economic, and financial conditions
• Analyze customer deposit needs and recommend strategic solutions
• Manage pricing strategy and apply Account Analysis billing systems for treasury management products
• Collaborate with servicing and operations teams to provide operational support
• Maintain knowledge of products, services, competitors, and competitive offerings
• Promote and cross-market bank products and services
• Comply with bank regulations, policies, procedures, training, and applicable banking regulations
• 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”
• Perform other duties as assigned

Senior Commercial Deposit Relationship Manager

General

• Perform teller transactions and cash handling functions accurately and confidentially, including deposits, withdrawals, cash advances, payments, transfers, check cashing, and balancing cash drawers.
• Perform daily branch-integrity tasks, including balancing ATMs, processing night-drop deposits and returned mail, balancing negotiable instruments and credit card machines, and updating lobby rate sheets and brochures.
• Safeguard cash-drawer funds and promptly account for or transfer funds to mitigate risk.
• Interact with internal and external clients, anticipate needs, and provide proactive solutions and problem resolution.
• Maintain current knowledge of Columbia Bank products, services, and changes.
• Discuss and uncover customers' financial needs and offer appropriate products and services.
• Support branch referral goals by identifying and referring basic bank products to appropriate business partners.
• Work under the guidance of the Branch Manager and Assistant Branch Manager.

Teller

Business Analyst

• Support risk assessments in alignment with the Enterprise Risk Identification and Assessment Standard and established methodologies
• Prepare assessment materials, maintain documentation, track action items, and facilitate adherence to enterprise standards
• Assist with risk reports, dashboards, and presentations communicating assessment results, risk exposures, and issues to stakeholders and management
• Partner with business and risk stakeholders to gather information and support assessment activities
• Promote consistent application of enterprise risk management practices
• Contribute to quality assurance, effective challenge, and continuous improvement activities
• Support maintenance, enhancement, and governance of risk management processes, standards, taxonomies, and methodologies
• Maintain awareness of regulatory changes
• Coach, mentor, or train others and teach coursework as a subject matter expert when requested
• Foster Columbia's corporate culture and take personal initiative
• Perform other duties as assigned

Enterprise Risk Management Analyst

Processor

• Act as a liaison between relationship managers and business units during qualification stages of new or existing customer relationship application requests
• Monitor existing customer relationships on a transactional basis in partnership with lenders/relationship managers, business units, and other bank departments
• Provide process, product, and requirements knowledge for Consumer and Business Lending loan products, including SBA Express Unsecured Loans
• Partner with the Relationship Team to obtain and review underwriting information
• Set up, process, and monitor documents and files for package completion, client specifications, and regulatory requirements
• Set up and monitor loan requests for accuracy and timely file movement
• Follow up with relationship managers to obtain necessary loan-process information
• Review and resolve customer problems regarding bank products and services
• Facilitate customer account maintenance and advance requests
• Respond to internal helpline questions regarding consumer, business lending, and SBA Express loan products, requirements, and processes
• Support the digital loan applications group
• Maintain compliance with bank regulations, policies, procedures, and required training
• Keep current on regulation changes and maintain 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
• Foster Columbia Bank's corporate culture and support its vision to become “Business Bank of Choice”
• Perform other duties as assigned

Lending Application Processor

Financial Planning and Analysis

• Provide administrative and operational support for one or more Financial Advisors
• Serve as a liaison between Financial Advisors and 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
• Perform daily business processing, including department mail and processing checks and securities
• Maintain client and mailing databases
• Update Financial Advisors’ calendars
• Research and resolve client problems
• Provide quote information and mutual fund trade entry
• Accept unsolicited mutual fund and money market investment direction from clients
• Coordinate and assist with client events through marketing, mailing, follow-up, and on-site event assistance
• Work with operations on account maintenance and client instructions
• Complete department projects
• Maintain the client scanning system
• Balance settlement accounts and review trade blotters
• Review and notify Financial Advisors of new referrals
• Keep current with regulation changes
• Coach, mentor, or train others and teach coursework as a subject matter expert when asked
• Foster Columbia’s corporate culture and support its vision to become “Business Bank of Choice”
• Perform other duties as assigned

Financial Service Sales Assistant

Client Services Representative

• 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

Commercial Client Services Representative

• Support optimization of workflows and processes for bank business units
• Identify and document business unit requirements
• Investigate business unit systems and identify improvement options
• Bridge business unit needs with information technology solutions
• Collaborate with stakeholders and subject matter experts to document, communicate, validate, and refine requirements
• Make recommendations based on product vision, market requirements, research data, and organizational goals
• Elicit information and ideas from subject matter experts, business owners, vendors, and others
• Research and interpret moderately complex business needs and translate them into application and operational requirements
• Assist with business case development and the RFP process during project initiation
• Assist with integration and user acceptance testing of workflows, processes, and systems
• Support development of training and implementation/post-implementation materials
• Serve as liaison between business units and the Technology Advancement Group (TAG)
• Keep current with regulatory changes and demonstrate compliance
• Coach, mentor, or train others and teach coursework as a subject matter expert when requested
• Foster Columbia's corporate culture and take personal initiative
• Perform other duties as assigned

Senior Commercial Loan Administrator

Middle Market Manager

Senior Commercial Loan Administrator

Salesforce Developer II

Quantitative Modeler, Data Scientist

Senior Commercial Deposit Relationship Manager

Teller

Enterprise Risk Management Analyst

Lending Application Processor

Financial Service Sales Assistant

Commercial Client Services Representative

Treasury Management Business Analyst