Relationship Banking Assistant

Job description

Position Summary

Support the Relationship Banking and Treasury Management teams facilitating the onboarding, maintenance and deepening of client relationships through proactive client outreach.Demonstrate a clear understanding and deep technical knowledge of Columbia Bank's full product suite with a focus on depository and treasury management products and services. Work to turn our clients into Columbia Bank advocates through tailored and focused relationship management and support.

Responsibilities

• Proactive in client engagement and providing exceptional ongoing support for commercial clients
• Accepts referrals and provides technical and sales assistance to retail and commercial partners
• Utilize CRM system to provide support and memorialize outreach activities for the RBO team
• Emerging ability to perform and assist in sales demonstrations and discussions on depository and TM products and services to clients and prospects
• Collaborate with TM to ensure most current updates to all TM products are incorporated into demos and trainings to maintain a consistent client experience
• Comfortable in technical troubleshooting of TM products with clients on-site and over the phone
• Emerging ability to explain technical systems and processes in a manner suitable for audiences of varying degrees of technical capacity
• Assist in tracking RBO market pipelines for new business depository and TM products opportunities
• Establish and maintain strong relationships throughout the sales cycle
• Work collaboratively with Relationship Bankers and Lending teams to ensure seamless marketing efforts
• Attain knowledge of other banking services offered by other Lines of Businesses to identify and offer qualified referrals
• Developing ability to review Account Analysis statements and generate proposals and RFP responses of low to medium complexity
• Gathers information and sets appointments for RBO client check-ins
• Manages NSF activity in RBO absence
• Support web based sales presentations and client trainings
• Other duties and projects as assigned

Minimum Job Requirements

• Minimum of 2 years of banking experience
• High diploma or equivalent
• Ability to make sound decisions and communicate those decisions effectively
• Strong computer skills including Microsoft Office and CRM system
• Client satisfaction
• Ability to work independently and as part of a strong, results-oriented team
• Attention to detail and accuracy
• Ability to provide client solutions
• Comfortable leading a demo or group training
• Ability to manage a complex workflow
• Working knowledge of bank products and servicProactive
• Excellent oral and written communication, interpersonal and client services skills
• Ability to work under pressure and meet deadlines
• Demonstrates good time management
• Capable with WebEx program

OUR CORE BEHAVIORS

• Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
• Work Ethic. Be willing to go the extra mile for the customer, whether internal or external.
• Influence. Be an active player in participating, building and contributing to service.
• Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the customer, increase personal satisfaction and improve Columbia Bank.
• Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
• Problem Solving. Bring creative, problem-solving mentality to every situation. See alternatives, take initiative and assume responsibility for your actions.
• Communication. Keep others informed and up-to-date. Actively listen and learn from each other.

Physical And Mental Requirements

• Will be required to stand for intermittent periods of time.
• May be required to sit for prolonged periods of time.
• Dexterity is mandatory as this job requires frequent use of hands and fingers.
• The incumbent will be required to walk, reach with hands and arms, push items overhead, occasionally climb or balance, stoop, kneel, crouch or crawl.
• The incumbent will also be required to talk, hear, see, read and write.
• This position requires regular lifting and moving of 10-25 lbs.
• Specific vision abilities required by this job include close vision, distance vision, depth perception and ability to adjust focus.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled