Qureos Mentor

Columbia Bank

<div><div><div><b>About Us:</b></div></div><div></div><div><br>
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.</div><div></div><div><br>
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.</div><div></div><div><br>
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.</div><div></div><div><b><br>
About the Role:</b></div><div></div><div><br>
A Trust Officer is responsible for providing some new business for the company through marketing programs involving contact with professionals and direct contact with potential business sources. They provide exceptional service to existing trust clients. This role will act as the quarterback on relationships pertinent to client subject matter requirements.</div><div><br>
</div><ul><li>Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects.</li><li>
Provide in-house expertise on issues relating to trust administration.</li><li>
Book new business and retain business through cross-selling.</li><li>
Call on assigned branches regularly for branch education in trust products.</li><li>
Participate in community activities that provide opportunities to form business relationships with candidates for trust services.</li><li>
Administer accounts in a satisfactory manner, including maintaining account files.</li><li>
Assist clients in achieving planned goals established at the opening of their account within an acceptable level of risk.</li><li>
Most often administers moderately complex relationships.</li><li>
Other responsibilities as assigned.</li><li>
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities &ndash; knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.</li><li>
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.</li><li>
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.</li><li>
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.</li><li>
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.</li><li>
Takes personal initiative and is a positive example for others to emulate.</li><li>
Embraces our vision to become &ldquo;Business Bank of Choice&rdquo;</li><li>
May perform other duties as assigned.</li></ul><div></div><div><b><br>
About </b><b>You:</b></div><br>
<div></div><ul><li>
Bachelor&rsquo;s degree, if one has practical trust experience, a bachelor&rsquo;s degree is preferred</li><li>
Cannon or other training, required.</li><li>
CTFA or MBA, preferred.</li><li>
5 years of Trust Officer experience, required.</li><li>
5 years of experience managing moderately complex, multi-tiered trust relationships.</li><li>
Knowledge and understanding of the trust data processing system, as well as general principles of trust accounting and estate tax law.</li><li>
Strong interpersonal skills in order to effectively communicate with customers and staff.</li><li>
Exceptional verbal and written communication skills.</li><li>
Good analytical abilities to recognize and solve clients&rsquo; estate planning and investment issues.</li><li>
Effective organizational and time management skills.</li><li>
Ability to work in a team environment as well as independently.</li><li>
Basic knowledge of tax preparation, particularly for fiduciary income tax returns and estate tax returns.</li><li>
Ability to use personal computers, Windows, and related software applications.</li><li>
Basic knowledge of the commercial banking environment to facilitate trust clients&rsquo; financial needs and the trust company&rsquo;s interface with commercial affiliates.</li><li>
Working knowledge of the commercial banking environment to facilitate trust clients&rsquo; financial needs and the trust company&rsquo;s interface with commercial affiliates.</li><li>
Ability to develop referral network that helps generate new business to meet organization sales objectives.</li><li>
Ability to work within a team environment to facilitate subject matter expertise on estate planning strategies.</li><li>
Strong presentation or public speaking skills.</li><li>
Ability to write topics as subject matter expert.</li><li>
Strategic thinking on business initiatives that drive new business goals.</li><li>
Passed the CFTA Level 1 test, required.</li><li>
Occasional travel</li></ul><div></div><div><b><br>
Job Location(s):</b></div><p>
This posting is part of an evergreen requisition, we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:</p><div>
Las Vegas, NV</div><div>
Scottsdale, AZ</div><div>
Phoenix, AZ</div><div></div><div><b><br>
Our</b><b> Benefits:</b></div><div></div><div><br>
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $78,000.00 to $140,000.00, and 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. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.</div><div></div><div><br>
We offer eligible associates 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, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.</div><div><br>
</div><div><b>Our Commitment to </b><b>Diversity</b><b>:</b></div><div></div><div><br>
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@Columbiabank.com.</div><div></div><div><b><br>
To Staffing and Recruiting Agencies:</b></div><div><b><br>
</b></div><div>Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.</div></div><div></div>

Trust Officer

<div><div><div><b>About Us:</b></div></div><div></div><div><br>
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.</div><div></div><div><br>
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.</div><div></div><div><br>
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.</div><div></div><div><b><br>
About the Role:</b></div><div></div><div><br>
A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives.</div><br>
<div></div><ul><li>
Proven ability to grow a book of business within a team environment.</li><li>
Identify and cultivate new trust business opportunities through networking, referrals, and strategic outreach.</li><li>
Manage investment portfolios in accounts and assigned accounts within the confines of established policies and regulations.</li><li>
Assist in the management of the company&rsquo;s investment process and strategic thinking.</li><li>
Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects.</li><li>
Develop new business to further the strategic goals of the company.</li><li>
Ability to interpret financial statements and market data.</li><li>
Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity.</li><li>
Proficient in global asset allocation strategies including alternative investments.</li><li>
Monitor and assess portfolio performance.</li><li>
Excellent communicator that builds trust with clients, business partners and management.</li><li>
Ability to explain complex financial concepts in simple terms.</li><li>
Write clear reports and deliver persuasive presentations.</li><li>
Strategic thinking and decision making.</li><li>
Familiarity with trust law, estate planning and fiduciary responsibilities.</li><li>
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities &ndash; knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.</li><li>
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.</li><li>
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.</li><li>
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.</li><li>
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.</li><li>
Takes personal initiative and is a positive example for others to emulate.</li><li>
Embraces our vision to become &ldquo;Business Bank of Choice&rdquo;.</li><li>
May perform other duties as assigned.</li></ul><div></div><div><b><br>
About </b><b>You:</b></div><br>
<div></div><ul><li>
B.A or B.S. in finance or accounting and/or equivalent combination of experience and training, required.</li><li>
Master of Business Administration and/or Chartered Financial Analyst designation, preferred.</li><li>
5 years of industry work experience, required.</li><li>
5 years of Experience with trust software, preferred.</li><li>
Thorough understanding and ability to interpret moderately complex accounting literature and accounting pronouncements, regulations, practice, and theory, as well as the ability to apply this knowledge to day-to-day activities.</li><li>
Intermediate computer skills with an emphasis on Microsoft Office products, including Excel and WordOrganizational and project management skills.</li><li>
Effective team player.</li><li>
Effective verbal and written communication skills.</li><li>
Ability to meet bonding requirements for employment purpose.</li><li>
Stays informed of developments in security markets.</li><li>
Performs investment research.</li><li>
High level of understanding of asset allocation strategies.</li><li>
Skills and knowledge to manage individual equity or fixed income strategies.</li></ul><div></div><div><b><br>
Travel Type:</b></div><div></div><div><b><br>
 </b>Occasional</div><div></div><div><b><br>
Job Location(s):</b></div><div><b><br>
</b></div><div>This posting is part of an evergreen requisition, we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:</div><div></div><div><br>
Scottsdale, AZ</div><div>
Phoenix, AZ</div><div>
Salt Lake City, UT</div><div>
Boise, ID</div><div>
Salem, OR</div><div>
Portland, OR</div><div>
San Diego, CA</div><div></div><div><b><br>
Our</b><b> Benefits:</b></div><div></div><div><br>
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $102,361.20 - $190,000.00, and 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. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.</div><div></div><div><br>
We offer eligible associates 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, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.</div><div><br>
</div><div><b>Our Commitment to </b><b>Diversity</b><b>:</b></div><div></div><div><br>
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@Columbiabank.com.</div><div></div><div><b><br>
To Staffing and Recruiting Agencies:</b></div><div><b><br>
</b></div><div>Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.</div></div>

Trust Portfolio Manager

<div><div><div><b>About Us:</b></div></div><div></div><div><br>
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.</div><div></div><div><br>
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.</div><div></div><div><br>
Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.</div><div></div><div><b><br>
About the Role:</b></div><div></div><div><br>
The Treasury Management Sales Analyst (TMA) is responsible for partnering with Treasury Management Sales Consultant(s), (TMC). The TMA role will serve as the primary sales support contact to the TMC in assisting with Treasury Management sales related activities within a Community &amp; Business Banking, and/or Middle Market portfolio and in an assigned region.</div><br>
<div></div><ul><li>
Prepare customized sales proposals, account schematics and proformas. Execute and manage treasury management service agreement, and other client-facing sales related documentation to promote the sale. Collaborate with TMC, technical consultant, business partners, and relationship team in the completion of Treasury Management Relationship Reviews, Working Capital Analysis and Request for Proposals (RFPs).</li><li>
Responsible for owning post-sale activities such as implementation for domestic and international treasury solution implementations, CRM system input, accuracy of sales data, and joining implementation meetings for complex/ongoing implementations; ensure that the implementation and delivery of solution is completed within agreed upon timeframes and within our service level agreements (SLAs).</li><li>
Identify and cross-sell treasury management solutions through needs analysis approach, and use of bank leads technology (USLs). Follow up by phone, or virtually on sales referrals from Community &amp; Business Banking and/or Middle-Market bankers with your TMC.</li><li>
Responsible for follow up and resolution of problems; billing issues, assisting clients in navigating the bank by liaising with the Client Service, Account Analysis, and other partner teams to provide a prompt response.</li><li>
Lead post-implementation client review process and report status to TMC and relationship team within 30-60-90 days; deliver sales recommendations based on status.</li><li>
Responsible for attending banker education with your TMC(s), and/or Ask the Expert Series, at least one meeting, per quarter in the annual year.</li><li>
Assist with annual re-pricing initiatives by partnering with the TMC, and billing team to ensure existence of exception pricing for respective client accounts, and performing system inputs of approved and new exception pricing</li><li>
Lead and schedule team (POD) meetings with your assigned TMC(s), Implementation Specialist(s), Technical Solutions Consultant, and Support Specialist(s) on a regular basis.</li><li>
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities &ndash; knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.</li><li>
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.</li><li>
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.</li><li>
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.</li><li>
Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.</li><li>
Takes personal initiative and is a positive example for others to emulate.</li><li>
Embraces our vision to become &ldquo;Business Bank of Choice&rdquo;</li><li>
May perform other duties as assigned.</li></ul><div></div><div><b><br>
About You:</b></div><br>
<div></div><ul><li>
H.S. Diploma/GED</li><li>
Bachelor&rsquo;s degree in accounting, Finance or general business. Preferred.</li><li>
2-4 years of experience in Treasury Management Sales, Sales Support or other business-related experience. Required</li><li>
Advanced working knowledge of Treasury Management pre-sale/post-sale processes, products, operational procedures, documentation, practices and policies.</li><li>
Extensive knowledge of commercial banking products and services, mitigating risk, and applicable laws and regulations.</li><li>
Excellent professional verbal and written communication skills with the ability to effectively communicate with professionals at all levels; adequately knows how to assemble internal teams and resources.</li><li>
Proven record of strong customer service skills, analytical skills, interpersonal and organization skills with ability to manage complex issues and use good judgement in decision making.</li><li>
Proficiency in PowerPoint, Excel, Word, Microsoft Outlook, Virtual Technology Tools, and strong analytical and quantitative skills.</li><li>
Demonstrated interest/ambition to develop into an individual sales contributor.</li><li>
Possess time management, organizational and problem-solving skills with proven ability to multitask and meet deadlines in a fast-paced environment.</li></ul><div></div><div><b><br>
Job Location(s):</b><b> </b>Ability to work fully onsite at posted location(s).</div><div></div><div><br>
Seattle, WA, Bellevue, WA, Tacoma, WA, Hillsboro, OR, Salem, OR, Phoeniz, AZ, Denver, CO, Los Angeles, CA, Sacramento, CA, or Walnut Creek, CA</div><div><b><br>
</b></div><div><b>Our</b><b> Benefits:</b></div><div></div><div><br>
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $28.00 - $40.00, and 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. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.</div><div></div><div><br>
We offer eligible associates 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, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.</div><div><br>
</div><div><b>Our Commitment to </b><b>Diversity</b><b>:</b></div><div></div><div><br>
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com.</div><div></div><div><b><br>
To Staffing and Recruiting Agencies:</b></div><div><b><br>
</b></div><div>Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.</div></div><div></div>

Treasury Management Sales Analyst

Join Columbia Bank and explore 124   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Columbia Bank

ABOUT_COMPANY

Trust Officer

Trust Portfolio Manager

Trust Officer

Treasury Management Sales Analyst

Treasury Management Sales Analyst

Treasury Management Sales Analyst

Treasury Management Sales Analyst