Commercial Client Services Representative

Columbia Bank

Commercial Client Services Representative supporting corporate and commercial deposit clients with high level customer service. Handling banking inquiries and providing guidance on deposit and treasury management products.

Posted 7/31/2026full-timeEugene • Oregon • 🇺🇸 United StatesJuniorMid-Level💰 $20 - $28 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client relationship management and Treasury Management products, ensuring compliance with banking regulations while delivering exceptional customer service. Proficient in banking operations, account management, and effective communication with diverse business professionals.

Highest-signal resume keywords

Banking ExperienceTreasury Management Product KnowledgeCustomer Service ExcellenceCommercial Banking ProductsCompliance with Banking Regulations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Bank Payment SystemsAccount OperationsBanking ServicesFinancial ProceduresMarket AnalysisInterest Rate ImpactLending Loan ProcessingDocumentationNew AccountsSpreadsheets

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationInterpersonal SkillsOrganizational SkillsJudgment in Decision Making

Tools & Technologies

Windows Office SuiteIndustry Specific Software

Industry Keywords

Corporate Deposit ClientsCommercial Deposit ClientsClient Relationship ManagementService StandardsComplex Business Entities

About the role

Key responsibilities & impact

Work closely with relationship managers and business partners to keep them apprised
Provide primary client relationship, direction and customer service support for corporate and commercial deposit clients.
Field client requests via phone, email and other communication channels; act as subject matter expert for Deposit and Treasury Management products.
Respond to a variety of banking questions and provide guidance with account implementation, funds transfer/stop payment requests and transaction posting problems and error resolution.
Communicate with Relationship Managers, provide updates of client matters, make recommendations and ensure that issues needing immediate attention are resolved in a timely manner.
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.
Demonstrate compliance with all bank regulations for assigned job function and applies to designated job responsibilities.

Requirements

What you’ll need

H.S. Diploma/GED (preferred)
Bachelor's Degree in Business, Finance or related field (preferred)
2-4 years — 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.
Possess 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.
Demonstrate strong customer service, interpersonal and organization skills with 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.

Benefits

Comp & perks

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
paid vacation
sick days
volunteer days
holidays