Personal Banker

Columbia Bank • Enterprise, OR

3d • 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 relevant business partners. The Personal Banker also identifies and originates consumer lending opportunities, conducts client and business financial reviews, follows through on commitments, and provides timely service and resolution of client issues.

The role opens consumer and business accounts, supports branch goals by identifying and referring clients to a broad range of bank products and services, and contributes to the branch team by assisting Client Service Specialists and filling in for teller functions, including cash transactions, when needed. The position is fully onsite at 205 W Main Street, Enterprise, OR 97828.

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 accurately handle cash, balance accounts and drawers, and perform accurate calculations.
• Ability to expand client relationships, with an emphasis on creating new relationships and growing existing ones through personal and business bios 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

• Deliver an exceptional client experience in accordance with the bank’s Breakthrough Client Experience Standards.
• Acquire new client relationships and expand existing relationships by identifying needs and offering 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 excellent client service.
• Conduct client financial reviews and business financial reviews to recommend 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 problem resolution.
• Open consumer and business accounts for new and existing clients.
• Support Client Service Specialists and fill in on teller functions, including cash transactions, when needed.
• Support branch goals by identifying and referring clients to 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.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED