Personal Banker

Columbia Bank•Bend, OR

25d•Onsite

About The Position

The Personal Banker delivers an exceptional client experience in accordance with the bank’s Breakthrough Client Experience Standards. The role develops new client relationships and expands existing ones by identifying needs, recommending appropriate products and services, and referring clients to internal business partners when appropriate. The Personal Banker also identifies and originates consumer lending opportunities, opens consumer and business accounts, and provides timely service and follow-through on client inquiries and issues. The role supports the branch team, including filling in on teller functions such as cash transactions when needed, and builds familiarity with business, consumer, and trust entities. This is an onsite role at 390 SW Century Drive, Suite 100, Bend, OR 97702. The stated pay range is $19.00–$22.00 per hour. The position may also be eligible for performance-based incentive compensation; details are provided during recruitment.

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 preferred.
Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) registration preferred.

Responsibilities

Deliver client service in accordance with the Breakthrough Client Experience Standards, including promptly acknowledging clients and responding to inquiries in a timely manner.
Acquire new client relationships and expand existing ones by asking questions, identifying needs, recommending appropriate products and services, and referring clients to appropriate bank partners.
Identify and originate consumer lending opportunities.
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 resolve problems in alignment with the bank’s service standards.
Open consumer and business accounts for new and existing clients.
Support Client Service Specialists and the team environment, including performing teller functions and cash transactions when needed.
Identify and refer bank products and services to appropriate internal business partners in support of branch goals.
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 and clear paths toward professional goals.
Eligible associates scheduled to work at least 30 hours weekly receive comprehensive healthcare coverage, including medical, dental, and vision plans.
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 and legal support.
Auto and home insurance and pet insurance.
Access to an online discount marketplace.
Paid vacation, sick days, volunteer days, and holidays.