Personal Banker

Columbia Bank • Tigard, OR

19d • Onsite

About The Position

The Personal Banker delivers an exceptional client experience by following the bank’s Breakthrough Client Experience Standards. The role acquires new clients and expands existing relationships by identifying client needs, recommending appropriate products and services, and connecting clients with relevant internal business partners. It also identifies and originates consumer lending and some small business lending opportunities.

The Personal Banker provides timely, proactive client service; conducts client and business financial reviews; makes recommendations; and follows through on commitments. The role opens consumer and business accounts, originates consumer loans independently and business loans independently or with minimal assistance, and supports teller functions—including cash transactions—when needed. The position contributes to branch goals by identifying and referring clients to a broad range of bank products and services.

This is an onsite position at 13500 SW Pacific Highway 86, Tigard, OR 97223. The pay range is $20.00–$26.00 per hour, with possible performance-based incentive compensation. The selected candidate’s pay rate depends on job-related knowledge, skills, experience, education, and geographic location.

Requirements

• High school diploma or GED.
• At least 1 year of teller or other banking experience.
• In-depth knowledge of consumer products and services.
• Demonstrated proficiency in consumer lending.
• Ability to accurately handle cash, balance accounts and drawers, and perform calculations.
• Ability to expand client relationships, emphasizing new relationships and growth of existing relationships through use of a personal and business bio and rapport with customers.
• Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) registration within 60 days.

Responsibilities

• Deliver an exceptional client experience in accordance with the bank’s Breakthrough Client Experience Standards.
• Acquire new client relationships and expand existing ones by identifying needs and offering appropriate products and services.
• Refer clients to appropriate internal business partners when needed.
• Uncover and originate consumer lending and some small business lending opportunities.
• Acknowledge clients promptly, respond to inquiries in a timely manner, and provide proactive solutions and problem resolution.
• Conduct client financial reviews 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.
• Originate consumer loans independently and accurately.
• Originate business loans independently or with minimal assistance.
• Support tellers and the team environment by filling in on teller functions, including cash transactions, when needed.
• Identify and refer clients to a wide range of bank products and services to support branch goals.

Benefits

• Competitive incentive plan and possible performance-based incentive compensation.
• Professional development through tailored premier banker programs.
• Career growth paths.
• 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