Personal Banker

Columbia Bank • Tillamook, OR

5d • 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 client needs, recommending appropriate products and services, and referring clients to relevant business partners. It also identifies and originates consumer lending opportunities.

The Personal Banker provides timely service and responses, engages clients and prospects in financial reviews, makes recommendations, and follows through on commitments and issue resolution. The position opens consumer and business accounts, supports Client Service Specialists and teller functions—including cash transactions—when needed, and helps the branch identify and refer clients to a broad range of bank products and services. The role also builds familiarity with business, consumer, and trust entities.

This position is fully onsite at 2405 3rd Street, Tillamook, Oregon 97141. The pay range is $19.00–$23.00 per hour. The role may also be eligible for performance-based incentive compensation.

Requirements

• High school diploma or GED.
• Basic knowledge of consumer banking and business products and services.
• Ability and desire to actively develop consumer lending skills.
• Ability to accurately handle cash, balance accounts and drawers, and perform calculations.
• Ability to expand client relationships, create new relationships, and grow 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.
• Identify and originate consumer lending opportunities.
• Acknowledge clients promptly, respond to inquiries in a timely manner, and provide proactive solutions and problem resolution.
• Engage clients and prospects in client financial reviews and business financial reviews to identify needs and recommend solutions.
• Follow through on commitments to clients and resolve client issues and requests.
• 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 and potential performance-based incentive compensation.
• Professional development through tailored premier banker programs.
• Career growth opportunities.
• Medical, dental, and vision plans for eligible associates.
• 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.
• Access to an online discount marketplace.
• Paid vacation, sick days, volunteer days, and holidays.

What This Job Offers

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