Relationship Banker

Columbia Bank•Issaquah, WA

24d•Onsite

About The Position

Relationship Bankers build meaningful, long-term client relationships by providing customized financial solutions and advice, collaborating with internal Bank partners, and delivering service aligned with the bank’s Breakthrough Client Service Standards. They engage customers in financial reviews, make recommendations, follow through on commitments, and help clients use digital and traditional banking services. The role is the primary branch associate responsible for opening new deposit accounts and originating consumer loans, as well as some small-business loans. Relationship Bankers build and maintain loan and deposit portfolios, educate customers about services offered by internal partners, and develop prospective business through in-branch and outbound activities. They also support customers with digital products and services and participate in community events and activities, which may occur outside business hours or on weekends. The position is fully onsite at 705 NW Gilman Blvd, Issaquah, WA 98027. It pays $25.00–$32.00 per hour, with possible performance-based incentive compensation. The role may require acting as a Bank MLO for open-end transactions only, such as home equity lines of credit. It is not authorized for closed-end mortgage loan origination. Individuals acting as Bank MLOs must register in compliance with SAFE Act requirements. Columbia Bank offers eligible associates a total rewards package that includes healthcare coverage, retirement savings, insurance, paid leave, and other resources. Benefit eligibility begins on the first day of the month following hire for associates regularly scheduled to work at least 30 hours per week.

Requirements

High school diploma or GED.
Two years of banking and/or demonstrated sales experience.
Two years developing current and new client relationships, achieving sales goals, and building referral sources in a banking or retail environment, with client service and cash-handling experience.
Two years in a lending function, including loan origination and processing.
In-depth knowledge of consumer and business products and services.
Demonstrated proficiency in consumer and business lending, including basic business lending skills.
Ability to understand cash flow, financial statements, and market risk.
Desire and ability to build technology skills across delivery channels, including online banking platforms, Bill Pay, E-Statements, mobile banking, ATMs, and business banking applications.
If acting as a Bank MLO, registration in compliance with SAFE Act requirements is required.

Responsibilities

Build meaningful, long-term client relationships and provide customized solutions to help clients achieve financial goals.
Provide sound financial advice and collaborate with internal Bank partners as appropriate.
Engage clients and prospects in personal and business financial reviews to identify needs and recommend solutions.
Make recommendations and follow through on commitments to clients.
Maintain direct contact with internal and external clients and deliver service aligned with the bank’s Breakthrough Client Service Standards.
Open new deposit accounts and originate consumer loans; also originate some small-business loans.
Build and maintain a loan and deposit portfolio.
Educate customers about services originated by internal partners, such as Treasury Management services.
Make proactive outbound phone calls to current and prospective consumer and small-business customers.
Partner with the branch Manager on community-based outbound business development meetings as needed.
Develop a pipeline of prospects through in-branch and outbound business-development activities.
Independently support customers and resolve issues involving digital products and services.
Support the community through events, volunteerism, and other forms of sponsorship, which may take place during or after business hours and on weekends.
If acting as a Bank MLO, register in compliance with SAFE Act requirements and limit activity to open-end transactions.

Benefits

Eligible associates receive medical, dental, and vision coverage.
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.
Competitive incentive plan and possible performance-based incentive compensation.
Professional development through tailored premier banker programs.
Career growth opportunities.