Personal Banker - 30 hours

Columbia Bank•Baker City, OR
•$19 - $23•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 making referrals to the right business partners. It also includes uncovering and originating consumer lending opportunities. The Personal Banker provides responsive service, conducts financial reviews, follows through on commitments, opens consumer and business accounts, and resolves client issues. The role supports the branch team by serving as a resource to Client Service Specialists and filling in on teller functions, including cash transactions, when needed. The position is fully onsite at the posted location.

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, create new relationships, and develop existing relationships using personal and business knowledge 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

  • Provide excellent client service through immediate acknowledgment, needs identification, appropriate product and service recommendations, and timely responses to inquiries.
  • Engage clients and prospects in personal and business financial reviews to provide solutions and identify additional financial needs.
  • Make recommendations and follow through on commitments to clients.
  • Maintain direct contact with internal and external clients and provide proactive solutions and issue resolution consistent with the bank’s Breakthrough Client Service Standards.
  • Open consumer and business accounts for new and existing clients.
  • Support Client Service Specialists and the team environment, including filling in on teller functions and cash transactions when needed.
  • Identify and refer clients to appropriate internal business partners for a wide range of bank products and services.
  • Resolve client issues and requests with strong follow-through.
  • Build familiarity with business, consumer, and trust entities.
  • Uncover and originate consumer lending opportunities.

Benefits

  • Competitive incentive plan and potential performance-based incentive compensation.
  • Professional development and tailored premier banker programs.
  • Career growth opportunities.
  • Medical, dental, and vision plans.
  • 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.
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