About the Role:
The Trust Operations Supervisor- Quality & Client Experience reports directly to the Client Services Manager and is responsible for supporting the quality, consistency, and effectiveness of client servicing activities. The primary focus of this role is quality assurance through the review and evaluation of inbound and outbound calls, emails, and other client communications involving clients, third parties, and asset sponsors.
The Supervisor evaluates interactions to ensure call center employees adhere to established policies, procedures, service standards, security protocols, and applicable banking, trust, and regulatory requirements. This includes requirements related to customer identification and Know Your Customer (KYC) procedures, the Gramm-Leach-Bliley Act, Bank Secrecy Act, Internal Revenue Code, and other applicable banking and trust regulations.
In addition to quality assurance responsibilities, the Supervisor serves as a subject matter expert and operational resource for the call center teams. The role supports management reporting, employee development, escalations, process improvement, project initiatives, and the remediation of service-related issues. The Supervisor is expected to model a high standard of professionalism, sound judgment, client service, and operational excellence.
- Conducts monthly quality assurance reviews of calls, emails, and other client communications to evaluate adherence to established policies, procedures, security requirements, regulatory standards, and call center expectations.
- Documents quality review findings, identifies trends or recurring areas of concern, and communicates results to the call center managers to support coaching, training, and ongoing employee development.
- Identifies potential knowledge, process, or compliance gaps through quality reviews and recommends appropriate training, procedural, or operational improvements.
- Supports the call center managers in collecting, monitoring, analyzing, and reporting team performance and quality metrics.
- Periodically reviews call center procedures, job aids, and training materials to identify opportunities for clarification, consistency, efficiency, and improvement.
- Assesses client escalations, evaluates relevant circumstances, identifies potential resolutions, and makes recommendations regarding process improvements based on the client experience.
- Communicates professionally and effectively with clients and may assist with formal complaints through written and verbal communication.
- Serves as a subject matter expert and operational resource for call center employees, providing guidance on procedures, servicing requirements, systems, and complex client situations.
- Proactively identifies opportunities to improve operational efficiency, service quality, employee effectiveness, and the overall client experience.
- Supports departmental projects and cross-functional initiatives as assigned by the Client Services Manager.
- Maintains knowledge of regulations, policies, procedures, products, and systems applicable to assigned responsibilities and completes required training to remain current on regulatory and procedural changes.
- 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.
About You:
- Bachelor’s degree in related field or equivalent financial services experience required.
- 5+ years financial services experience in client facing or quality assurance with reviewing calls.
- 1 – 2 years leadership experience including leading a team of employees in a financial services role with responsibility for complex or escalated workflows required.
- 5+ years alternative investment experience preferred.
- Certified IRA Services Professional (CISP) preferred.
- Self Directed IRA Industry Professional (SDIP) preferred.
- Comprehensive knowledge of best practices related to operations and client service, and prior experience coaching employees, including oversight of complex client interactions and higher‑risk processes.
- Comprehensive knowledge of financial services industry products and compliance requirements.
- Demonstrated quality control review skills and experience training team members.
- Must be highly organized with the ability to handle multiple tasks at one time.
- Excellent organizational, time management, problem prevention, and problem-solving skills.
- Excellent written and verbal communication skills with the ability to convey detailed information and instruction clearly, and write reports, correspondence, job aids, and procedures.
- Ability to thrive in a high volume, deadline driven office environment.
- Must be flexible and willing to work in a fast-paced dynamic environment.
- Strong understanding of a PC, Windows environment and Microsoft Office products.
- Must exercise appropriate and professional judgment in line with Columbia Bank culture.
The pay range for this role is $65,000.00 to $97,000.00.
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.
Primary Location: Ability to work fully onsite at posted location(s).
1801 California Street Suite 800 Denver CO 80202
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.
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.
