Client-Centric Personal Banker & Lending Specialist

Columbia Bank

Springfield (AL)

On-site

USD 28,000 - 32,000

Full time

7 days ago
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Benefits offered by this job

Competitive Incentive Plan
Professional Development
Career Growth

Job summary

Columbia Bank is seeking a Personal Banker who will deliver exceptional client experiences by following Breakthrough Client Experience Standards. You will acquire new clients and expand relationships by asking questions, offering appropriate products, and referring clients to partners when needed, while uncovering consumer lending opportunities.

You will provide proactive service, engage clients in financial reviews, open consumer and business accounts, and support teller functions when

Qualifications

  • High School diploma or GED required.
  • 1 year of Teller or banking experience preferred.
  • Basic knowledge of consumer banking and business products.
  • Ability to develop consumer lending skills.
  • Ability to obtain NMLS preferred.

Responsibilities

  • Deliver exceptional client experience following Breakthrough Client Experience Standards.
  • Acquire new relationships and expand existing ones by identifying client needs.
  • Open Consumer and Business accounts for clients.
  • Refer clients to internal partners and support cross-sell.
  • Handle cash transactions accurately when needed.
  • Respond to client inquiries promptly and provide proactive solutions.
  • Build familiarity with business, consumer, and trust entities.

Skills

Customer service
Cash handling
Relationship building
Banking product knowledge
NMLS awareness

Education

High School Diploma or GED

Job description

Columbia Bank is seeking a Personal Banker who will deliver exceptional client experiences by following Breakthrough Client Experience Standards. You will acquire new clients and expand relationships by asking questions, offering appropriate products, and referring clients to partners when needed, while uncovering consumer lending opportunities.

You will provide proactive service, engage clients in financial reviews, open consumer and business accounts, and support teller functions when

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