Personal Banker

Columbia Bank • Grants Pass, OR

12d • Onsite

About The Position

The Personal Banker delivers an exceptional client experience in accordance with the bank’s Breakthrough Client Experience Standards. The role acquires new client relationships and expands existing ones by identifying needs, recommending appropriate products and services, and referring clients to relevant business partners. The Personal Banker also identifies and originates consumer lending opportunities, conducts client and business financial reviews, and follows through on recommendations and commitments.

Responsibilities include opening consumer and business accounts, responding promptly to inquiries, resolving client issues, and providing proactive solutions. The Personal Banker supports the branch team by assisting Client Service Specialists and performing teller functions, including cash transactions, when needed. The role contributes to branch goals by identifying opportunities and referring clients to a broad range of bank products and services, while building familiarity with business, consumer, and trust entities.

This position is fully onsite at 1670 Williams Highway, Grants Pass, Oregon 97527. The pay range is $19.00–$24.00 per hour. The selected candidate’s pay rate depends on factors such as job-related knowledge, skills, experience, education, and geographic location. The role may be eligible for performance-based incentive compensation.

Requirements

• High school diploma or GED.
• Basic knowledge of consumer banking and business products and services.
• Ability to accurately handle cash, balance accounts and drawers, and perform calculations.
• Ability and desire to actively develop consumer lending skills.
• Ability to expand client relationships, with an emphasis on creating new relationships and growing existing ones using a personal and business bio and rapport with customers.

Nice To Haves

• One year of teller or other banking experience.
• Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) registration.

Responsibilities

• Deliver an exceptional client experience in accordance with the bank’s Breakthrough Client Experience Standards.
• Acquire new client relationships and expand existing relationships by identifying needs and offering appropriate products and services.
• Refer clients to appropriate internal business partners when needed.
• Uncover and originate consumer lending opportunities.
• Provide timely service, acknowledge clients promptly, respond to inquiries, and resolve client issues and requests with strong follow-through.
• Engage clients and prospects in client financial reviews and business financial reviews to identify solutions and additional financial needs.
• Make recommendations and follow through on commitments to clients.
• Maintain direct contact with internal and external clients and provide proactive solutions and problem resolution.
• Open consumer and business accounts for new and existing clients.
• Support Client Service Specialists and contribute to the team environment, including filling in on teller functions and cash transactions when needed.
• Support branch goals by identifying and referring clients to a wide range of bank products and services.
• Build familiarity with business, consumer, and trust entities.

Benefits

• Competitive incentive plan
• Professional development and tailored premier banker programs
• Career growth opportunities
• Medical, dental, and vision plans
• 401(k) retirement savings plan with employer match for qualifying associate contributions
• Employee assistance program
• Life insurance
• Disability insurance
• Tuition assistance
• Mental health resources
• Identity theft protection
• Legal support
• Auto and home insurance
• Pet insurance
• Online discount marketplace
• Paid vacation
• Paid sick days
• Paid volunteer days
• Paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED