Treasury Management Implementation Specialist

Columbia Bank; Tacoma (WA); On-site; USD 100,000 - 125,000; Full time

Job summary

A leading financial institution in Tacoma, WA, is seeking a Treasury Management Specialist to manage product requests and ensure compliance with banking regulations. The ideal candidate has experience in retail banking, excellent customer service skills, and strong attention to detail. This role offers competitive pay and a comprehensive benefits package, including healthcare and a retirement savings plan.

Benefits

Healthcare coverage

401(k) retirement savings plan

Tuition assistance

Paid vacation and holidays

Qualifications

• 2-3 years of TM Specialist experience and/or retail banking required.
• Strong attention to detail with ability to accurately set up TM Services.

Responsibilities

• Handle all new, modifications, and cancellations of Treasury Management products.
• Coordinate with departments and vendors to complete customer requests.
• Ensure compliance with bank regulations and policies.

Skills

Customer service

Attention to detail

Interpersonal skills

Organizational skills

Communication skills

Education

High School Diploma/GED

Bachelor's Degree or equivalent work experience

Tools

Treasury Management software

Banking software

Job description

Description

About Us

At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.

We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.

Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.

About the Role

Reviews all products and services requests through the onboarding tool for accuracy and clarity, including our Treasury Management Service agreement. Handles all new, modifications and cancellations of Treasury Management products and services. Completes daily and monthly operational tasks related to Treasury Management services. Coordinates with other departments and third party vendors to assist with completing customer requests.

• Implements all new, modification and cancellations of TM products and services including complex products that are technical in nature. Completes business customer’s self-enrollments through Commercial Online Banking.
• Responsible for reviewing all requests submitted to implementation for accuracy and includes all pertinent information needed to complete the request in accordance to treasury management policy and procedures.
• Responsible for ensuring all Treasury Management agreements and terms and conditions are complete before products and services are implemented. Adherence to account analysis guidelines when implementing products and services.
• Coordinates with other departments in the bank and third-party vendors to ensure products and services are implemented within agreed upon service level agreement.
• Responsible for sending out customer notifications and welcome emails for new and existing products and services. Handles and issues tokens for customers using Commercial Online Banking.
• 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
• Bachelor's Degree or equivalent work experience.
• 2-3 years of TM Specialist experience and/or retail banking. Required
• Strong customer service, interpersonal and organizational skills.
• Strong attention to detail with ability to accurately set up TM Services on back-office platforms.
• Excellent written and verbal communication skills.
• Knowledge of treasury management products and services, and technical computer software.
• Proven experience addressing and resolving simultaneous requests for assistance, requiring strong coordination and follow-up skills.

Job Location(s): Ability to work fully onsite at posted location(s).

CO, UT, ID, WA, AZ, NV, OR, CA

Travel Type: Discretionary: As needed to fulfill the Essential Functions

Our Benefits

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $21.00 - $30.00, and 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.

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.