Personal Banker

Columbus Bank and Trust Company•Columbus, NE

55d•Onsite

About The Position

As a Personal Banker, you’ll take a lead role in delivering an outstanding experience to Columbus Bank and Trust customers. You’ll acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs. You’ll contribute to the success of the bank by managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations. You will also make lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week.

Requirements

Demonstrated ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships.
Strong desire and ability to influence, educate, and connect customers to technology.
Possess drive, initiative, and knowledge to provide financial options for customers using a consultative approach
Professional, thorough, and organized with strong follow-up skills.
Excellent interpersonal communication skills.

Nice To Haves

At least one-year experience in: Retail banking sales, or Financial services sales
Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
Ability to work flexible hours, including weekends and some evenings
National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008

Responsibilities

Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations
Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training.
Deliver exceptional customer experience by acting with a customer led attitude.
Engage and partner with team members and other lines of business to offer most appropriate products
Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties.
Complete compliance training and adhere to internal procedures and controls, as required.
Report any known violations of compliance policy, laws, or regulations.
Report any suspicious customer and/or account activity.