Relationship Specialist

About The Role

Acts as a liaison with customers during all phases of onboarding a new banking relationship. Manages and monitors existing Commercial customer relationships on an ongoing, day-to-day, and transactional basis working in close partnership with the business unit and other departments throughout the bank. Relied upon by the business unit for knowledge of required processes and requirements needed to provide an exceptional customer experience.

• Partners with the Commercial Relationship Team to obtain and review information required for underwriting, documentation and closing of C&I (Commercial and Industrial), construction and term loans from moderate to complex in nature, as well as all deposit accounts and other services.
• Set up, process, and monitor documents and files for package completion to meet specifications of a customer request and adherence to regulatory requirements.
• Independently prepare data input sheets and provide required information for customer relationships to be boarded on the bank’s servicing system(s). Maintain files with all required documentation for third‑party review and prepares files for timely audits.
• Work with attorneys and other financial or legal resources to obtain the correct, accurate documents to fully protect the financial institution’s interests in the credit relationship.
• Set up and monitor loan and financial ticklers to ensure accuracy and timeliness. Follow up with customer to obtain all necessary information.
• Review and resolve a variety of customer problems/issues regarding bank products and services and facilitate processing of customer account maintenance and advance requests.
• Responsible for GL Certification which includes research, balancing and>
• Analyze property and liability insurance, title policy including title exceptions and UCC searches to ensure compliance with bank policy and procedure.
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained 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 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.

• H.S. Diploma/GED (preferred)
• Bachelor’s Degree in business, finance or related discipline (preferred)

• 4-7 years of experience in banking, loan administration and documentation experience (Required)

• Strong knowledge in all areas of banking and lending.
• Ability to read and write, with advanced arithmetic skills.
• Strong analytical and problem‑solving skills.
• Working knowledge of commercial finance, law, documentation, accounting and data systems.
• Strong written and verbal communication skills and interest in learning to present information to others and/ or train others.
• Ability to work effectively with individuals and groups across the company to manage internal and external customer relationships.
• Proficiency with personal computers and related software packages such as Word and Excel, and other business machines.

• Occasional

The pay range for this role is $[Position/Area Minimum to Position/Area 1.2 Compa Ratio].

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 may be eligible for performance‑based incentive compensation, and those details will be provided during the recruitment process.

We are proud to offer a competitive total including base wages and…