Personal Banker

Columbia Bank•Tigard, OR
•$20 - $26•Onsite

About The Position

The Personal Banker delivers an exceptional client experience by following 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 business partners when needed. The Personal Banker also identifies and originates consumer lending and some small business lending opportunities, opens consumer and business accounts, and supports teller functions when needed. This position is fully onsite at the posted location: 13500 SW Pacific Highway 86, Tigard, OR 97223. The pay range is $20.00–$26.00 per hour. The selected candidate’s pay rate depends on job-related knowledge, skills, experience, education, and geographic location. The role may also be eligible for performance-based incentive compensation. Eligible associates regularly scheduled to work at least 30 hours per week receive benefits beginning the first day of the month following their hire date. Columbia Bank describes its total rewards package as including base wages and comprehensive benefits.

Requirements

  • High school diploma or GED.
  • At least 1 year of teller or other banking experience.
  • In-depth knowledge of consumer products and services.
  • Demonstrated proficiency in consumer lending.
  • Ability to accurately handle cash, balance accounts and drawers, and perform calculations accurately.
  • Ability to expand client relationships, with an emphasis on creating new relationships and expanding existing ones using a personal and business bio and rapport with customers.
  • Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) within 60 days.

Responsibilities

  • Provide excellent client service through immediate acknowledgment, identifying needs, offering appropriate products and services, and responding to inquiries in a timely manner.
  • Engage clients and prospects in personal and business financial reviews to provide solutions and uncover additional financial needs.
  • Make recommendations and follow through on commitments to clients.
  • Maintain direct contact with external and internal clients and provide proactive solutions and problem resolution in alignment with the bank’s Breakthrough Client Service Standards.
  • Open consumer and business accounts for existing and new clients.
  • Originate consumer loans independently and accurately.
  • Originate business loans independently or with minimal assistance.
  • Support tellers and the team environment by filling in on teller functions, including cash transactions, when needed.
  • Identify and refer a wide range of bank products and services to appropriate internal business partners in support of branch goals.

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.
  • Paid sick days.
  • Paid volunteer days.
  • Paid holidays.
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