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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. 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.

YEAR

About the Role: 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. + Proven ability to grow a book of business within a team environment. + Identify and cultivate new trust business opportunities through networking, referrals, and strategic outreach. + Manage investment portfolios in accounts and assigned accounts within the confines of established policies and regulations. + Assist in the management of the company’s investment process and strategic thinking. + Perform a variety of written and verbal communication tasks and projectsin order toensure satisfactory completion and implementation of work or projects. + Develop new business to further the strategic goals of the company. + Ability to interpret financial statements and market data. + Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity. + Proficient in global asset allocation strategies including alternative investments. + Monitor and assess portfolio performance. + Excellent communicator that builds trust with clients, business partners and management. + Ability to explain complex financial concepts in simple terms. + Write clear reports and deliver persuasive presentations. + Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + 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. + Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. + 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. + 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. AboutYou: + B.A or B.S. in finance or accounting and/or equivalent combination of experience and training, required. + Master of Business Administration and/or Chartered Financial Analyst designation, preferred. + 5 yearsof industry work experience, required. + 5 years ofExperience with trust software, preferred. + 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. + Intermediate computer skills with an emphasis on Microsoft Office products, including Excel andWordOrganizationaland project management skills. + Effective team player. + Effective verbal and written communication skills. + Ability to meet bonding requirements for employmentpurpose. + Stays informed of developments in security markets. + Performs investment research. + High level of understanding of asset allocation strategies. + Skills and knowledge to manage individual equity or fixed income strategies. Travel Type: Occasional The pay range for this role is $102,361.20 - $190,000.00. 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. Evergreen: This posting is part of an evergreen requisition to create a pipeline of talent. If you are interested in potential opportunities in this area, we encourage you to apply. While we may not have an immediate opening at this time, we are always looking for top talent and will reach out as positions become available in the posted locations. Our Benefits: We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. 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: 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 (careers@umpquabank.com) . To Staffing and Recruiting Agencies: 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.

Columbia Bank

Trust Portfolio Manager

Accounting

Asset Management

Bank Secrecy Act

Banking Regulations

Business Administration

Business Banking

Business Development

Chartered Financial Analyst (CFA)

Communication Skills

Computer Skills

Estate Planning

Fiduciary

Finance

Financial Statements

Fixed Income Investments

Investment Management

Investment Strategy

Liquidity

Microsoft Office

Microsoft Product Family

Performance Analysis

Persuasion Skills

Policy Development

Portfolio Analysis

Presentation/Verbal Skills

Project/Program Management

Regulations

Regulatory Compliance

Reporting Skills

Return on Assets (ROA)

Return on Investment (ROI)

Risk Analysis

Risk Management

Team Player

Trust Law

Writing Skills

Umpqua Bank

Responsible for optimization and streamlining the organization's Quote 2 Cash workstream, focusing on analyzing existing process, identifying areas for improvement, and implementing effective changes, by working with Business Partners, Users and Technical Development Teams. + Be the single point of contact for the workstream, providing end 2 end support to workstream users across all supporting tools in the workstream.

Business Sys Analyst Sr - req1597 OVERVIEW Responsible for optimization and streamlining the organization's Quote 2 Cash workstream, focusing on analyzing existing process, identifying areas for improvement, and implementing effective changes, by working with Business Partners, Users and Technical Development Teams. RESPONSIBILITIES + Accountability + Acquire expertise necessary knowledge of people, process, and technology to be able to support assigned workstream. + Develop and implement workstream roadmap aligned with the organization's overall objectives, in conjunction with business partners. + Be the single point of contact for the workstream, providing end 2 end support to workstream users across all supporting tools in the workstream. + Process Management + Collaborate with cross-functional teams in the workstream to understand current business processes and relevant supporting tools & technologies. + Develop and maintain accurate and up-to-date process documentation, including flowcharts, process narratives, and user guides. + Contribute to the development of key performance indicators (KPIs) to measure process effectiveness and track progress towards improvement goals. Develop optimum solutions based on extensive application functional knowledge and business knowledge, to fulfill user needs. Support authoring of requirements definition documents, technical design documents, and user acceptance testing documents. + Collaboration & Support + Responsible for troubleshooting production issues and working with the users and technical team to resolve in a timely manner. + Collaborate with other workstreams, IT teams and departments to ensure alignment between business processes and technology solutions. + Work closely with Technical Delivery teams to ensure timely delivery of workstreams solution across all application platforms. + Senior Role + Acquire & maintain sufficient knowledge about all workstreams to be able to provide support during coverage gap. + Maintain workstream roadmap in conjunction with Mid Term business plans and advise on investment decisions to mature assigned workstream. + Lead meetings to discuss dependencies and impact of changes across all workstream. QUALIFICATIONS + Deep expertise in Quote-to-Cash (Q2C) processes, including quoting, pricing, order management, billing, and revenue recognition. + Hands-on experience with Salesforce CRM , including: + Territory Management for sales alignment and coverage. + Account Sharing Models for visibility and collaboration. + Opportunity Management for pipeline tracking and forecasting. + Deal Approval Workflows for discounting and compliance. + Salesforce CPQ (Configure-Price-Quote) for complex pricing and quoting. + Strong ERP experience required, withOracle E-Business Suite R12or Oracle Cloud ERP for order management, invoicing, and financials. + Order-to-Cash and Revenue Management modules for accurate billing and compliance. + Integration between CRM and ERP systems, including middleware or API-based solutions. + Ability to design, configure, and optimize end-to-end Q2C workflows across integrated platforms. + Familiarity with revenue recognition standards (ASC 606) and compliance considerations. + Skilled in data analysis, reporting, and troubleshooting across CRM and ERP systems. + Preference for exposure to Install Base functionality for managing assets and service entitlements. + Preferred: Experience with subscription billing models, SaaS revenue processes, and advanced pricing strategies. + Excellent communication skills and the ability to develop and maintain effective internal and external working relationships. + Very strong understanding of business processes and best practices within a business area (such as finance/accounting, sales/marketing, services, inventory, etc.). + Deep understanding of application structures, functions, and processes. + Demonstrated ability to lead complex business process reengineering efforts. + Demonstrated ability to influence and guide others to use best business practice solutions within the constraints of the applications capability. + Demonstrated ability to develop high quality analytical deliverables including, functional, requirements, UAT scripts, technical requirements, and report definitions. + Understanding of IT & Organizational change management principles to help manage the impact of changes within the workstream. + 8 years minimum with relevant business analysis experience required. + Experience implementing enterprise-wide solutions. + Pay Information: Min. Salary of $110,700 to Max. Salary $178,200 (annual equivalency); DOE #LI-RS1 #LI-Remote _About us!_ _Canon Medical Systems USA, Inc., a world leader in diagnostic imaging, is in search of qualified candidates to fill our open positions. Canon Medical Systems offers a competitive salary and benefits package, we support a diverse workplace and are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, sex, color, sexual orientation, gender identity, religion, national origin, protected veteran status, or on the basis of disability. We invite you to join and become part of our Canon family._

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Trust Portfolio Manager Columbia Bank

Business Sys Analyst Sr Canon USA & Affiliates

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