Personal Banker

Columbus Bank and Trust Company; Columbus (NE); On-site; USD 2,066,000 - 3,031,000; Full time

Benefits offered by this job

Competitive Pay

Paid time off and paid holidays

Medical/Dental/Vision/Life/Disability/

Career development/Training/Career(co)

Employee banking benefits and other

Job summary

Columbus Bank and Trust Company is seeking a Personal Banker to deliver exceptional customer experiences and build lasting relationships with clients. You will manage accounts, educate customers on financial options, and guide them toward appropriate products and services.

The role emphasizes a consultative approach, strong communication, and the ability to work with technology to improve customer access and satisfaction. Weekend and some evening hours may be required.

Qualifications

• Demonstrated ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships.
• Strong interest and ability to influence, educate, and connect customers to technology.
• Operate within risk parameters and comply with training and controls.
• Professional and organized with strong follow-up skills and teamwork.

Responsibilities

• Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations.
• Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week.

Skills

Customer relations

Sales experience

Communication

Financial knowledge

Tools

CRM software

NMLS awareness

Job description

At Columbus Bank and Trust, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

Full Time, Hourly, Mon-Sat

Seeking a team oriented, positive and outgoing professional for the Personal Banker role at Columbus Bank and Trust!

What’s in it for you?:

Columbus Bank and Trust has a focus on a superior employee experience that goes hand in hand with our superior customer experience!

All Full Time Employees are eligible for benefits including:

• Competitive Pay
• Paid time off and paid holidays
• Medical/Dental/Vision/Life/Disability/SEP/Bonus
• Career development/Training/Career coaching/Job shadowing
• Employee banking benefits and other discounts

About Us:

Columbus Bank and Trust Company is a locally owned hometown bank that first opened its doors on February 2, 1935. Since that day, we have remained deeply rooted in the Columbus community, proudly maintaining local ownership for more than 90 years.

The original owners—R.V. Prokop, J.H. Moeller, and W.E. Barkley established the bank with a commitment to personal service and community investment. In 1938, the Bradley Family acquired the bank and guided it for 75 years. In July 2013, a local group of investors purchased Columbus Bank and Trust Company, reaffirming its commitment to remaining locally owned and community driven. Jeff Johnson was appointed President and Chairman of the Board at that time.

Today, Columbus Bank and Trust Company continues that legacy under the leadership of Joshua Johnson, President & Chief Executive Officer, with Jeff Johnson serving as Chairman of the Board.

The bank has experienced meaningful growth over the past two decades. In 2004, our Highway location opened to better serve our expanding customer base, and our Downtown location has undergone several renovations to enhance both customer experience and operational efficiency. While we have grown in size, services, and technology, our focus has never changed.

Our strength lies in relationships. Our employees are actively involved in civic, church, and local organizations, investing their time and leadership into making Columbus stronger. We believe community banking is more than transactions, it’s partnership, trust, and long-term commitment.

For generations, Columbus Bank and Trust Company has remained:

Customer Focused. Community Minded. LOCALLY Owned.

And we remain committed to carrying that legacy forward for generations to come.

Our Mission Statement:

To be the locally owned, hometown bank, providing a wide range of exceptional financial services that meet the needs of our customers through our dedicated, knowledgeable and courteous employees.

Position Description:

As a Personal Banker you’ll take a lead role in delivering an outstanding experience to Columbus Bank and Trust customers. You’ll acquire, manage, retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs. You’ll contribute to the success of the bank by:

• Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations
• Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week

Personal Banker Qualifications:

1. Demonstrated ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships. Strong desire and ability to influence, educate, and connect customers to technology.

1. Exude confidence with customers when sharing product knowledge and solutions. Strong desire and ability to influence, educate, and connect customers to technology. Possess drive, initiative, and knowledge to provide financial options for customers using a consultative approach
2. Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training. Deliver exceptional customer experience by acting with a customer led attitude.
3. Professional, thorough, and organized with strong follow-up skills. Excellent interpersonal communication skills. Engage and partner with team members and other lines of business to offer most appropriate products

1. This position may require National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008

Compliance:

Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties.

• Complete compliance training and adhere to internal procedures and controls, as required.
• Report any known violations of compliance policy, laws, or regulations.
• Report any suspicious customer and/or account activity.

Desired:
At least one-year experience in:

1. Retail banking sales, or
2. Financial services sales
3. Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
4. Ability to work flexible hours, including weekends and some evenings