Commercial Banking Specialist

Commercial Banking Bellevue, Washington


This position works closely with Relationship Managers to attain team/department established goals. Provides exceptional customer service along with operational soundness and active in generating revenue for the team/department.

Essential Job Functions:  

  • Learning the entire loan origination to loan disbursement process while maintaining high quality client service
  • Dedicated support to Relationship Managers for inquiries and/or research needed to enhance, develop and maintain customer relationships.
  • Maintains high quality customer service while providing assistance for clients on all bank services
  • Assists in providing proactive solutions and problem resolution for clients and peers.
  • Learning to identify potential referral opportunities and refers all relevant bank and investment needs to Relationship Manager to assist client reaching financial objectives.
  • Working knowledge and utilization of loan origination software as well as bank core systems
  • Learning all loan documents
  • Regularly reviews and maintains loan reports and requests updates of financial information for loan renewals and new loan requests.
  • Interacts with internal departments
  • Other duties as assigned

All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.

Minimum Job Requirements:

  • High School GED or equivalent
  • Associate’s or Bachelor’s degree preferred
  • Prior experience in financial institution or other relevant experience.
  • High level of accountability and responsibility for achieving both personal and bank established goals
  • Ability to effectively prioritize and manage time
  • Knowledge and servicing of products and services.
  • Developing a full understanding of cross sell opportunities across the bank
  • Ability to present oneself in a professional manner
  • Excellent oral and written communication, interpersonal and client services skills
  • Ability to work within a team culture in a constantly changing business environment
  • Self-starter and willing to accept additional responsibilities as the opportunities arise
  • Basic knowledge computer knowledge including, but not limited to in Microsoft Office Suite and any banking software used in the department
  • Provide customer focused service
  • Basic understanding of commercial banking
  • Overall knowledge of bank operations
  • Building knowledge, skills and experience in all functions required as a Support Specialist
  • Developing knowledge of how to process loans
  • Attention to detail

Physical and Mental Requirements:

  • Ability to sit at a computer monitor for extended periods of time
  • Ability to perform repetitive finger, hand, and arm movements
  • Ability to lift up to 15lbs.
  • Ability to effectively discern information and formulate appropriate action
  • Ability to reach, squat, bend, and manually manipulate standard office equipment
  • Ability to drive to various locations
  • Ability to think critically and provide appropriate solutions

Values and Behaviors:

  • Build enduring RELATIONSHIPS with clients and each other.
  • Drive INNOVATION that simplifies life and work. 
  • Seek continuous GROWTH in your personal and professional development. 
  • Commit with HEART to serve others.
  • Extend TRUST in order to receive it. 

Notice to Agency and Search Firm Representatives:

We do not accept unsolicited resumes from agencies and/or search firms. Agencies must obtain advance written approval from Columbia Bank’s Talent Acquisition team to submit resumes, and then only in conjunction with a valid fully-executed written requisition contract for service and in response to a specific job opening. Resumes submitted to any Columbia Bank employee by a third party agency and/or search firm without a valid written and signed requisition search agreement, will become the sole property of Columbia Bank. Columbia Bank will not pay a fee to any Agency that does not have such agreement in place. No employee outside of Columbia Bank’s Talent Acquisition team has the authority to enter into a requisition search agreement.