{"id":2554612,"url":"https://alion.io/job/columbia-bank-client-solutions-manager","title":"Client Solutions Manager","company":{"id":1878099,"name":"Columbia Bank","domain":"columbiabank.com","url":"https://alion.io/company/columbiabank","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":83,"open_postings":9,"ghost_share":0,"stale_share":0.889,"repost_share":0,"time_to_fill_p50_days":11,"computed_at":"2026-10-17T05:46:00Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Eureka, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":81000,"max":147000,"currency":"USD","period":"year","gross":null,"usd_annual":147000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-10-14T18:47:12Z","employer_posted_date":"2026-10-14","last_verified_at":"2026-10-18T05:52:42Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"About the Role:\nResponsible for credit/risk monitoring; Credit Review (CR) workflow management & prioritization; and engagement with underwriting, Quality Assurance, and Quality Control partners. Leads (or co-leads) identification of opportunities to cross-offer additional solutions that would benefit the client, increase penetration-rates of products & services for the Bank. Leads (or co-leads) partner collaboration & coordination for holistic team approach. Assists Commercial Bankers with portfolio management, partner collaboration, and client-engagement to develop and grow new and existing commercial business relationships. The Client Solutions Manager (CSM) is a second, primary touch-point between Bank and Client. Responsible for identifying additional loan, deposit, and core fee income opportunities (products; services; solutions) for new and existing commercial clients to add/deepen value to the client; drive additional revenue growth; establish/maintain complete banking relationships; bolster client experience and satisfaction. Reports to Market Manager.\nUtilize existing financial/market information and Relationship Expansion Tool, to identify additional products/services that would satisfy client needs and establish/deepen complete relationships. Makes recommendations on loan structure & terms and refers these issues to the next appropriate level of authority. Analyzes credit to determine the ability of customers and prospective customers to qualify for borrowing requirements. Uses qualitative and quantitative information to undercover potential client needs and proposes to deepen relationships accordingly.\n\nPartner with the Commercial Banker as the second, primary point of contact for the client. Attends meetings with clients; focus on expanding mature relationships by assessing client needs. Acts as a liaison to the Core Fee Income business partners, Credit Department, the Commercial support staff and other internal business partners. Ensures client is approved for all ancillary products and services.\n\nPerform 30% of time on direct relationship expansion sales-activities, consulting with Commercial Banker. Achieves individual annual production and growth goals (relationship expansion) for loans, deposits and core fees to ensure the bank meets its overall financial targets and balanced-growth objectives. Achieves Portfolio Management goals by ensuring proper adherence to proper risk-mitigation practices.\n\nDevelop a comprehensive understanding of client’s needs and future needs based on the review and analysis of personal, business, financial, and market data gathered through relationship reviews, client engagement, market research, and partner collaboration. Participates in ongoing relationship reviews with all clients. Manage client’s additional credit requests, renewals and reviews.\n\nManage and monitor commercial loan portfolio and commercial relationships by analyzing financial data & information to determine the merits of specific loan requests. Accountable for application and underwriting quality. Involved in documentation review. Collaborate with Commercial Banker to make formal recommendations and presentations to Commercial Relationship Manager and Credit Administration.\n\nEnsure the loan portfolio is properly risk rated.\n\nEnsure the portfolio administration and risk management of each client relationship is in compliance with established credit policy, procedure and business strategy as well as commercial and regulatory guidelines. Management of CR workflow & prioritization; engagement with underwriting, QA, QC, and CQA partners accordingly.\n\nDemonstrates 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.\n\nFollows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.\n\nMaintain 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.\n\nMay be asked to coach, mentor, or train others and teach coursework as subject matter expert.\n\nActively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.\n\nTakes personal initiative and is a positive example for others to emulate.\n\nEmbraces our vision to become the \"Business Bank of Choice.\"\n\nMay perform other duties as assigned.\n\n About You:\nEducation\nBachelor's Degree in Finance, Accounting, or Business (preferred)\n\nExperience\n4-7 years - of relevant commercial banking and/or prior experience as a Commercial Portfolio Manager and/or Commercial Underwriter. (Required)\n\nSkills\nProven knowledge of commercial underwriting, credit monitoring, and portfolio management.\n\nPossess strong underwriting, credit monitoring and portfolio management skills.\n\nProven relationship management and business development abilities, analytical and problem-solving skills, sales skills, and credit and credit quality skills. Strong credit acumen including but not limited to: loan structuring, concise underwriting, appropriate risk identification & mitigation, and ongoing risk & relationship management of a commercial portfolio.\n\nAdvanced understanding of credit policy and procedures and can accurately determine risks of loans/credits; and evaluate both cash-flow and collateral-based loans/credits.\n\nKnowledge of commercial bank products and services that results in successfully capitalizing on all opportunities to cross-offer the bank’s solutions to the client’s benefit.\n\nExcellent verbal, written, interpersonal, and presentation skills.\n\nAbility to communicate effectively with small and large audiences; often includes presentations to customers at a high level (i.e. CFO, CEO, and other Executive levels).\n\nAbility to work effectively with individuals and groups across the company to manage customer relationships.\n\nAbility to partner with team and engage in client-facing service and sales activity.\n\nProficiency with personal computers and software packages, including MS Excel, Word, PowerPoint.\n\nTravel Requirements\nOccasional\n\nThe pay range for this role is $81,000.00 to $147,000.00\nThe 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.\nPrimary Location: Ability to work fully onsite at posted location(s).\n701 Fifth Street 2nd Floor Eureka CA 95501Our Benefits:\nWe are proud to offer a competitive total rewards package including base wages and comprehensive benefits.\nWe 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.\nOur Commitment to Diversity:\nColumbia 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: .\nTo Staffing and Recruiting Agencies:\nOur 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.","description_format":"text","description_chars":8735,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Life insurance","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks"],"lifecycle":[{"event":"open","at":"2026-10-14T18:47:12Z"}],"visa":[],"liveness":{"score":87,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.873,"p_room":1,"age_days":2,"expected_fill_days":11,"reasons":["conf:16","velocity","win:early","comp:brand"],"computed_at":"2026-10-17T05:46:00Z"},"pay":{"stated_usd_annual":147000,"is_top_pay":true},"html_url":"https://alion.io/job/columbia-bank-client-solutions-manager","json_url":"https://alion.io/job/columbia-bank-client-solutions-manager.json","meta":{"generated_at":"2026-10-18T13:02:52Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":19401,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-19T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1878099},"rest":"https://alion.io/mcp/rest/get_company?id=1878099"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcolumbia-bank-client-solutions-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcolumbia-bank-client-solutions-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcolumbia-bank-client-solutions-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/columbia-bank-client-solutions-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcolumbia-bank-client-solutions-manager"}]}