Personal Banker - 30 hours

Columbia Bank•Baker City, OR
•Onsite

About The Position

The Personal Banker delivers an exceptional client experience in line 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 the appropriate bank partners. It also identifies and originates consumer lending opportunities and conducts client financial reviews to uncover needs and recommend solutions. The Personal Banker opens consumer and business accounts, responds to client inquiries and requests, resolves issues, and follows through on commitments. The role maintains proactive contact with internal and external clients and supports the branch team by helping Client Service Specialists and filling in for teller functions, including cash transactions, when needed. The position is fully onsite at the posted location in Baker City, Oregon, and is scheduled for 30 hours.

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 personal and business bios 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) credential.

Responsibilities

  • Deliver an exceptional client experience by following the bank’s Breakthrough Client Experience Standards.
  • Acquire new client relationships and expand existing ones by identifying needs and recommending appropriate products and services.
  • Identify and originate consumer lending opportunities.
  • Acknowledge clients promptly, respond to inquiries in a timely manner, and provide appropriate solutions.
  • Conduct client financial reviews and business financial reviews to identify needs and offer solutions.
  • Make recommendations and follow through on commitments to clients.
  • Maintain proactive contact with internal and external clients and resolve problems in alignment with the bank’s service standards.
  • Open consumer and business accounts for new and existing clients.
  • Support Client Service Specialists and fill in on teller functions, including cash transactions, when needed.
  • Identify and refer clients to internal business partners for a range of bank products and services.
  • Build familiarity with business, consumer, and trust entities.

Benefits

  • Competitive incentive plan with rewards tied to performance.
  • Professional development through tailored premier banker programs.
  • Career growth paths.
  • Eligible associates receive medical, dental, and vision coverage.
  • 401(k) retirement savings plan with employer match for qualifying associate contributions.
  • Employee assistance program.
  • Life insurance and 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.
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