Personal Banker

Columbia Bank•Salem, OR

13d•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 needs, recommending appropriate products and services, and referring clients to the appropriate business partners. The Personal Banker also identifies and originates consumer lending opportunities, conducts client and business financial reviews, and follows through on recommendations and commitments. The role provides timely service and proactive solutions to internal and external clients, resolves client requests and issues, and opens consumer and business accounts. The Personal Banker supports the branch team and Client Service Specialists by filling in for teller functions, including cash transactions, when needed. The role also helps the branch identify and refer clients to a broad range of bank products and services and builds familiarity with business, consumer, and trust entities.

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 calculations.
Ability to expand client relationships, with an emphasis on creating new relationships and growing existing ones using a personal and business bio 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 alignment with the bank’s Breakthrough Client Experience Standards.
Acquire new client relationships and expand existing relationships by identifying needs and recommending appropriate products and services.
Identify and originate consumer lending opportunities.
Conduct client financial reviews and business financial reviews to identify needs and provide solutions.
Make recommendations and follow through on commitments to clients.
Maintain direct contact with internal and external clients, provide proactive solutions, and resolve problems in a timely manner.
Open consumer and business accounts for new and existing clients.
Support Client Service Specialists and the branch team, including filling in on teller functions and handling cash transactions when needed.
Identify and refer clients to appropriate internal business partners for 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 with rewards tied to performance.
Professional development through tailored premier banker programs.
Career growth opportunities with clear paths toward professional goals.
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.