Client Banking Advisor & Lending Specialist

Columbia Bank; Washington (District of Columbia); On-site; USD 30,000 - 37,000; Full time

Benefits offered by this job

Competitive Incentive Plan

Professional Development

Career Growth

Job summary

Columbia Bank is seeking a Personal Banker to deliver exceptional client experiences, open consumer and business accounts, and identify lending opportunities. You will engage with clients to understand needs and refer to partners as needed.

The role emphasizes cash handling, relationship building, and expanding client relationships. Onsite work at our Bainbridge Island location offers competitive pay and benefits.

Qualifications

• 1 year of Teller or other banking experience preferred.
• Basic knowledge of consumer banking and business products and services.
• Ability to obtain NMLS preferred.

Responsibilities

• Provide excellent client service by acknowledging clients and offering appropriate products and services.
• Open Consumer and Business accounts for existing and new clients.
• Uncover lending opportunities and refer clients to appropriate partners.
• Resolve client issues with proactive solutions and follow-through.
• Support branch goals by cross-selling bank products and maintaining client relationships.

Skills

Customer service

Cash handling

Relationship building

NMLS awareness

Education

High School Diploma or GED

Job description

Columbia Bank is seeking a Personal Banker to deliver exceptional client experiences, open consumer and business accounts, and identify lending opportunities. You will engage with clients to understand needs and refer to partners as needed.

The role emphasizes cash handling, relationship building, and expanding client relationships. Onsite work at our Bainbridge Island location offers competitive pay and benefits.