Personal Banker

Columbia Bank • Dallas, 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 client needs, recommending appropriate products and services, and referring clients to bank partners when needed. The Personal Banker also identifies and originates consumer lending opportunities, engages clients in financial reviews, and follows through on recommendations and commitments.

The position provides timely service and proactive solutions, opens consumer and business accounts, resolves client requests and issues, and supports branch goals for identifying and referring bank products and services. The Personal Banker contributes to the branch team by assisting Client Service Specialists and filling in for teller functions, including cash transactions, when needed. The role also builds familiarity with business, consumer, and trust entities.

This role is fully onsite at the posted location in Dallas, Oregon. The pay range is $19.00–$23.00 per hour; the selected candidate’s rate depends on job-related factors, and 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 and desire to actively develop consumer lending skills.
• Ability to handle cash accurately, balance accounts and drawers, and perform accurate calculations.
• Ability to expand client relationships, with emphasis on creating new relationships and expanding 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) credential.

Responsibilities

• Deliver exceptional client experiences in accordance with the bank’s Breakthrough Client Experience Standards.
• Acquire new client relationships and expand existing relationships by identifying needs and recommending appropriate products and services.
• Refer clients to appropriate internal business partners when needed.
• Uncover and originate consumer lending opportunities.
• Acknowledge clients promptly, respond to inquiries in a timely manner, and provide proactive solutions and issue resolution.
• Engage clients and prospects in personal 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 perform teller functions, including cash transactions, when needed.
• Support branch goals by identifying and referring bank products and services to internal business partners.
• Resolve client issues and requests with strong follow-through.
• Build familiarity with business, consumer, and trust entities.

Benefits

• Competitive incentive plan.
• Professional development through tailored premier banker programs.
• Career growth paths.
• Eligible associates receive comprehensive medical, dental, and vision coverage.
• 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