Personal Banker

Columbia Bank•Grants Pass, OR
•$19 - $24•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 financial needs, recommending appropriate products and services, and referring clients to relevant business partners. It also identifies and originates consumer lending opportunities, opens consumer and business accounts, and supports the branch team by assisting with teller functions when needed. This position is fully onsite at 1670 Williams Highway, Grants Pass, OR 97527.

Requirements

  • High school diploma or GED.
  • Basic knowledge of consumer banking and business products and services.
  • Ability to accurately handle cash, balance accounts and drawers, and perform calculations.
  • Ability to develop client relationships, including creating new relationships and expanding existing ones using a personal and business bio and rapport with customers.
  • Ability and desire to actively develop consumer lending skills.

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 prompt acknowledgement, needs identification, appropriate product and service recommendations, and timely responses to inquiries.
  • Engage clients and prospects in personal and business financial reviews to recommend solutions and identify additional financial needs.
  • Make recommendations and follow through on commitments to clients.
  • Maintain contact with internal and external clients and provide proactive solutions and issue resolution in alignment with the bank’s service standards.
  • Open consumer and business accounts for existing and new clients.
  • Support Client Service Specialists and the team environment, including filling in for teller functions and cash transactions when needed.
  • Identify opportunities and refer clients to appropriate internal business partners for a 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 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.
  • Access to an online discount marketplace.
  • Paid vacation, sick days, volunteer days, and holidays.
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