Relationship Banker

Columbia Bank•Issaquah, WA

13d•$25 - $32•Onsite

About The Position

Relationship Bankers build meaningful, long-term client relationships by providing customized solutions and sound financial advice to help clients achieve their financial goals. They deliver the bank’s Breakthrough Client Service Standards, collaborate with internal Bank partners, and engage customers in their preferred banking channels. They educate customers about digital and traditional banking solutions and support the community through events and other activities. The Relationship Banker is the branch’s primary associate for opening new deposit accounts and originating consumer loans. The role also originates some small business loans and builds and maintains a loan and deposit portfolio. The position may require acting as a Bank MLO for open-end transactions, such as home equity lines of credit, and requires MLO registration in accordance with SAFE Act requirements. This position is not authorized to act as a Bank Closed-End MLO. The position is fully onsite at the posted location: 705 NW Gilman Blvd, Issaquah, WA 98027. The pay range is $25.00–$32.00 per hour, with possible performance-based incentive compensation. The selected candidate’s pay rate depends on job-related factors including knowledge, skills, experience, education, and geographic location.

Requirements

High school diploma or GED.
At least 2 years of banking and/or demonstrated sales experience.
At least 2 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.
At least 2 years 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 consumer lending and 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 platforms, Bill Pay, E-Statements, mobile banking, ATMs, and business banking applications.
If acting as a Bank MLO, register as an MLO and comply with SAFE Act requirements. The role is limited to open-end transactions and is not authorized for closed-end MLO activities.

Responsibilities

Engage clients and prospects in personal and business financial reviews to identify financial needs and recommend suitable solutions.
Follow through on client commitments and maintain direct contact with internal and external clients while delivering service aligned with the bank’s Breakthrough Client Service Standards.
Open new deposit accounts and originate consumer loans as the branch’s primary associate for those activities.
Originate consumer loans and some small business loans, and build and maintain a loan and deposit portfolio.
Educate customers about services provided by internal partners, including 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 when applicable.
Develop a prospect pipeline through in-branch activity and outbound business development.
Independently support and resolve client issues involving digital products and services.
Support the community through activities that may include events during or after business hours, weekends, volunteerism, and other forms of community sponsorship.

Benefits

Competitive incentive plan with rewards tied to performance.
Professional development through tailored premier banker programs.
Career growth paths.
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.
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.