Client Banking & Lending Advisor

Columbia Bank; Dallas (OR); On-site; USD 26,000 - 32,000; Full time

Benefits offered by this job

Competitive Incentive Plan

Professional Development

Career Growth

Job summary

Columbia Bank in Dallas, OR is seeking a Personal Banker to deliver exceptional client experience under Breakthrough Client Experience Standards. You will acquire new clients, expand relationships by asking questions, and refer clients to internal partners for suitable products and services.

You will open consumer and business accounts, handle cash accurately, and support branch goals with proactive problem solving. 1 year banking experience and NMLS credential consideration may apply.

Qualifications

• High School Diploma or GED required.
• 1 year teller or banking experience preferred.
• Ability to expand client relationships and cross-sell banking products.
• NMLS credential preferred but not required.

Responsibilities

• Deliver exceptional client experience following Breakthrough Client Service Standards.
• Acquire new clients and expand relationships by asking questions and offering appropriate products.
• Open consumer and business accounts for clients.
• Refer clients to internal partners and specialists as needed.
• Handle cash transactions accurately and balance drawers.
• Provide proactive solutions and problem resolution to clients.

Skills

Customer service

Cash handling

Relationship building

NMLS preferred

Education

High School Diploma or GED

Job description

Columbia Bank in Dallas, OR is seeking a Personal Banker to deliver exceptional client experience under Breakthrough Client Experience Standards. You will acquire new clients, expand relationships by asking questions, and refer clients to internal partners for suitable products and services.

You will open consumer and business accounts, handle cash accurately, and support branch goals with proactive problem solving. 1 year banking experience and NMLS credential consideration may apply.