Personal Banker

Columbia Bank•Enterprise, OR

5d•$19 - $23•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 client relationships and expands existing ones by identifying financial needs, recommending suitable products and services, and referring clients to appropriate Bank business partners. The Personal Banker also identifies and originates consumer lending opportunities. The role serves consumer and business clients, opens accounts, handles inquiries and requests, and resolves issues with proactive follow-through. It contributes to the branch team by supporting Client Service Specialists and covering teller functions, including cash transactions, when needed. The position is fully onsite at the posted location in Enterprise, Oregon.

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 expand client relationships, create new relationships, and expand 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, identification of needs, appropriate product and service recommendations, and timely responses to inquiries.
Engage clients and prospects in client 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 in alignment with the bank’s Breakthrough Client Service Standards.
Open consumer and business accounts for existing and new clients.
Support Client Service Specialists and contribute to the team environment, including covering teller functions and cash transactions when needed.
Identify 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 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 and 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.