Personal Banker

Columbia Bank • Priest River, ID

20d • Onsite

About The Position

The Personal Banker delivers an exceptional client experience by following the bank’s Breakthrough Client Experience Standards. The role builds new and existing client relationships by identifying needs, recommending suitable products and services, referring clients to internal business partners, and uncovering consumer lending opportunities. The Personal Banker provides timely, proactive service and problem resolution, conducts client and business financial reviews, follows through on commitments, and opens consumer and business accounts. The role also supports Client Service Specialists and branch goals, including filling in for teller functions and cash transactions when needed.

Requirements

• High school diploma or GED.
• Basic knowledge of consumer banking and business products and services.
• Ability 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

• Acquire new client relationships and expand existing ones by identifying needs and offering appropriate products and services.
• Refer clients to appropriate internal business partners and support branch goals for referrals across the bank’s products and services.
• Uncover and originate consumer lending opportunities and actively develop consumer lending skills.
• Acknowledge clients promptly, respond to inquiries in a timely manner, and provide proactive solutions and problem resolution in line with the bank’s client service standards.
• Conduct client financial reviews and business financial reviews to identify needs and provide solutions.
• Make recommendations and follow through on commitments to clients.
• Open consumer and business accounts for new and existing clients.
• Support Client Service Specialists and the team environment, including filling in for teller functions and handling cash transactions when needed.
• Build familiarity with business, consumer, and trust entities.
• Accurately handle cash, balance accounts and drawers, and perform calculations.

Benefits

• Competitive incentive plan and potential performance-based incentive compensation.
• Professional development through tailored premier banker programs.
• Career growth paths.
• 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.
• Online discount marketplace.
• Paid vacation, sick days, volunteer days, and holidays.

What This Job Offers

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