Relationship Banker

Columbia Bank•Poulsbo, WA

4d•$24 - $29•Onsite

About The Position

Relationship Bankers build meaningful, long-term client relationships by following the bank’s Breakthrough Client Service Standards and offering customized solutions to help clients achieve their financial goals. They provide sound financial advice and collaborate with internal Bank partners. The role engages customers in the community and through their preferred banking channels, educating them about digital and traditional solutions. The Relationship Banker conducts client and business financial reviews, identifies additional needs, makes recommendations, and follows through on commitments. As the branch’s primary associate for opening deposit accounts and originating consumer loans, the banker builds and maintains a loan and deposit portfolio, develops a prospect pipeline, and makes proactive outbound calls to current and prospective consumer and small business customers. The role may include community business-development meetings with the branch Manager, educating customers about services from internal partners, resolving digital banking issues, and supporting community events and activities. The position is fully onsite at the posted location in Poulsbo, Washington. The pay range is $24.00–$29.00 per hour, with possible performance-based incentive compensation. The position may require registration as a Bank MLO under SAFE Act requirements for open-end transactions only; it is not authorized for closed-end mortgage transactions.

Requirements

High school diploma or GED.
Two years of banking and/or demonstrated sales experience.
Two years of experience developing current and new client relationships, achieving sales goals, and building referral sources in a banking or retail environment, including client service and cash handling.
Two years of experience in a lending function involving 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.
Ability and desire to build technology skills across delivery channels, including online banking, Bill Pay, E-Statements, mobile banking, ATMs, and business banking applications.
If acting as a Bank MLO, must register as an MLO and comply with SAFE Act requirements.

Responsibilities

Build long-term client relationships by providing service aligned with the bank’s Breakthrough Client Service Standards.
Conduct client and business financial reviews, identify additional financial needs, recommend solutions, and follow through on commitments.
Maintain direct contact with external and internal clients and deliver outstanding service.
Open new deposit accounts and originate consumer loans as the branch’s primary associate for these activities.
Originate consumer loans and some small business loans, and build and maintain a loan and deposit portfolio.
Educate customers about services offered by internal partners, such as Treasury Management services.
Make proactive outbound calls to current and prospective consumer and small business customers.
Partner with the branch Manager on community-based outbound business development meetings, as appropriate.
Develop a prospect pipeline through in-branch and outbound business development activities.
Independently support and resolve client issues involving digital products and services.
Support the community through events, volunteerism, and other community sponsorship activities, which may occur outside business hours or on weekends.

Benefits

Competitive incentive plan
Professional development through tailored premier banker programs
Career growth paths
Medical insurance
Dental insurance
Vision insurance
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
Online discount marketplace
Paid vacation
Paid sick days
Paid volunteer days
Paid holidays