Personal Banker

About the Role:

The Personal Banker is responsible for delivering an exceptional client experience by adhering to the bank's Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending and some small business lending opportunities.

• Provide excellent client service by providing immediate acknowledgement, identifying and offering appropriate products and services, and responding to inquiries in a timely manner.
  
• Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Makes recommendations and follows through on commitments to clients.
  
• Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank's Breakthrough Client Service Standards.
  
• Opens Consumer and Business accounts for existing and new clients.
  
• Originates Consumer loans independently and accurately.
  
• Originates business loans independently or with minimal assistance
  
• Acts as a resource to the Client Service Specialists by contributing to the team environment and filling in on teller functions (including cash transactions) when needed.
  
• Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners.
  
• Demonstrates proficiency with basic business, consumer, and trust entities
  
• Beginning to mentor other team members about products, services, and business partners
  
• May back up the Assistant Manager with operational duties and tasks
  
• Stays current on products and procedures.
  
• Resolves client issues and requests, exhibiting strong follow through.
  
• Other responsibilities as assigned
  
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
  
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
  
• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
  
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
  
• Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
  
• Takes personal initiative and is a positive example for others to emulate.
  
• Embraces our vision to become "Business Bank of Choice"
  
• May perform other duties as assigned.
  

About You:

• High School Diploma or GED, required.
• 1 year of Teller or other banking experience required.
• In-depth knowledge of Consumer products and services.
• Demonstrated proficiency in consumer lending.
• Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations.
• Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.
• Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) within 60 days required.

Be a part of a bank that invests in you!

• Competitive Incentive Plan: Earn rewards that match your efforts.
• Professional Development: Grow your skills with our tailored premier banker programs.
• Career Growth: Clear paths to achieve your professional goals.

The pay range for this role is $20.00 to $28.00.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Primary Location: Ability to work fully onsite at posted location(s).

10 NE 181st Avenue Portland OR 97230

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an 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, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: View email address on click.appcast.io.

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.