Commercial Card Specialist - Umpqua Bank
Portland, OR
About the Job
Commercial Card Specialist
Commercial Banking
Spokane Valley,
Washington
Portland,
Oregon
Description
A bout Us:
Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.
About the Role:
Provide specialized and technical support to Commercial Card company administrators and cardholders for the Commercial Card Product. Support the Bank's sales teams through technical expertise, company builds, and ongoing maintenance. Act as a liaison with internal Associates for all credit card products.
+ Assists Commercial Card Consultants, Treasury Management Consultants, and Relationship Manager in implementation of new and existing clients.
+ Participates in discussion around the commercial card products and services offered and may attend occasional sales calls where product technical demos are needed.
+ Ensures that the implementation and delivery of products and services is completed within agreed upon timeframes.
+ Prepare key Commercial credit card programs for processing. Verify applications are completed thoroughly and appropriate support documentation is included.Build company information, including sublevels, cards, and administrative access in the various systems utilized for the card product.
+ Conduct product and system training via webinar to program administrators at new and existing companies within agreed upon timeframes.
+ Provide follow-up and support to company program administrators to ensure program meets needs and provide additional training within agreed upon timeframes.
+ Maintain existing company accounts through maintenance requests and update as requested by the company or other authorized individuals.
+ Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes
+ Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that apply to your position.
About You:
+ High school diploma/GED
+ Associate's Degree-Associate, vocational, or technical degree in the field of accounting, or another related field
+ 2-4 yrs. of financial services/customer service experience with a history in credit card operations or a related field.
+ Intermediate understanding of credit card transaction processes, payment systems, laws, and association rules and regulations.
+ Intermediate understanding of credit, underwriting, and banking procedures.Proficiency in Umpqua products preferred. Comprehensive understanding of documentation and servicing requirements.
+ Ability to produce detailed, accurate results in a high-stress, deadline- and goal-oriented environment.
+ Possess strong analytical, math, problem solving, organizational, customer service, and interpersonal skills. Excellent written and verbal communication skills required.
+ Self-starter with the ability to work independently and remote.
+ Proficient in word processing, spreadsheet, database, and industry specific software applications.
+ Knowledge of consumer financial regulations and compliance management programs.
+ Knowledge of various bank operations.
+ Extensive understanding of financial institution general control structure to assess regulatory risk and make appropriate recommendations.
+ Advanced level of interpersonal communication skills, both written and verbal.
+ Possess strong project management, organizational, analytical and leadership skills.
+ Possess proficiency MS Office applications.
+ Ability to travel (often, frequently, always, never)
Work Style: Fully Onsite.
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00-$25.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factorsincluding, 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.
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.
Our Commitment to Diversity:
Umpqua 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: [email protected]
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua 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 Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Commercial Banking
Spokane Valley,
Washington
Portland,
Oregon
Description
A bout Us:
Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.
About the Role:
Provide specialized and technical support to Commercial Card company administrators and cardholders for the Commercial Card Product. Support the Bank's sales teams through technical expertise, company builds, and ongoing maintenance. Act as a liaison with internal Associates for all credit card products.
+ Assists Commercial Card Consultants, Treasury Management Consultants, and Relationship Manager in implementation of new and existing clients.
+ Participates in discussion around the commercial card products and services offered and may attend occasional sales calls where product technical demos are needed.
+ Ensures that the implementation and delivery of products and services is completed within agreed upon timeframes.
+ Prepare key Commercial credit card programs for processing. Verify applications are completed thoroughly and appropriate support documentation is included.Build company information, including sublevels, cards, and administrative access in the various systems utilized for the card product.
+ Conduct product and system training via webinar to program administrators at new and existing companies within agreed upon timeframes.
+ Provide follow-up and support to company program administrators to ensure program meets needs and provide additional training within agreed upon timeframes.
+ Maintain existing company accounts through maintenance requests and update as requested by the company or other authorized individuals.
+ Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes
+ Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that apply to your position.
About You:
+ High school diploma/GED
+ Associate's Degree-Associate, vocational, or technical degree in the field of accounting, or another related field
+ 2-4 yrs. of financial services/customer service experience with a history in credit card operations or a related field.
+ Intermediate understanding of credit card transaction processes, payment systems, laws, and association rules and regulations.
+ Intermediate understanding of credit, underwriting, and banking procedures.Proficiency in Umpqua products preferred. Comprehensive understanding of documentation and servicing requirements.
+ Ability to produce detailed, accurate results in a high-stress, deadline- and goal-oriented environment.
+ Possess strong analytical, math, problem solving, organizational, customer service, and interpersonal skills. Excellent written and verbal communication skills required.
+ Self-starter with the ability to work independently and remote.
+ Proficient in word processing, spreadsheet, database, and industry specific software applications.
+ Knowledge of consumer financial regulations and compliance management programs.
+ Knowledge of various bank operations.
+ Extensive understanding of financial institution general control structure to assess regulatory risk and make appropriate recommendations.
+ Advanced level of interpersonal communication skills, both written and verbal.
+ Possess strong project management, organizational, analytical and leadership skills.
+ Possess proficiency MS Office applications.
+ Ability to travel (often, frequently, always, never)
Work Style: Fully Onsite.
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00-$25.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factorsincluding, 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.
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.
Our Commitment to Diversity:
Umpqua 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: [email protected]
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua 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 Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Source : Umpqua Bank
