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Columbia Bank Private/Healthcare Banking Support Specialist in Tacoma, Washington

Description 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: Maintains high quality customer service while providing full retail bank services for Private/Healthcare clients including, but not limited to wires, new accounts, CRE loans, consumer loans, commercial loans, and account maintenance.Regularly provides proactive solutions and problem resolution for clients and peers.Cross-sells and refers all relevant bank and investment needs to Relationship Manager to assist client reaching financial objectives.Updates and maintains Goldmine CRM software in an accurate and timely manner.Regularly reviews and maintains maturing loans report and requests updates of financial information for loan renewals and new loan requests.Manages the entire loan origination to loan disbursement process while maintaining high quality client service and assists with Commercial loan origination, documents, and file maintenance.Dedicated support to Private/Healthcare Relationship Managers for inquiries and/or research needed to enhance, develop and maintain customer relationships.Directly works with clients to set up appointments with the Relationship Managers and request financials as neededMay originate consumer and commercial loansOther 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 equivalentBachelor's degree preferred2+ years' experience as a Personal Banker or Commercial Assistant or other relevant work experience.High level of accountability and responsibility for achieving both personal and bank established goalsAbility to effectively multi-taskKnowledge and servicing of deposit products, online banking, credit and debit cards and consumer lending products and merchant services.Ability to present oneself in a professional mannerExcellent communication, interpersonal and client services skillsAbility to work independently and within a team culture in a constantly changing business environmentSelf-starter and willing to accept additional responsibilities as the opportunities ariseProficient in Microsoft Office Suite and any banking software used in the departmentCustomer focused service and sales skillsUnderstands consumer and commercial lendingOverall knowledge of bank operationsTeam leadership skillsHas skills to engage in business development and REBuilding knowledge, skills and experience in all functions required as a Private Banking Support SpecialistKnowledge of how to process loans through SBLC and DLCPhysical and Mental Requirements: Ability to sit at a computer monitor for extended periods of timeAbility to perform repetitive finger, hand, and arm movementsAbility to lift up to 15lbs.Ability to effectively discern information and formulate appropriate actionAbility to reach, squat, bend, and manually manipulate standard office equipmentAbility to drive to various locationsAbility to think critically and provide appropriate solutionsValues 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.At Columbia Bank we don’t just accept difference, we advocate it, encourage it, and celebrate it for the benefit of our employees, our services and our community. We’re proud

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