Personal Banker

Columbia Banking System; Tualatin (OR); On-site; USD 26,000 - 36,000; Full time

Benefits offered by this job

Competitive Incentive Plan

Professional Development

Career Growth

Job summary

Columbia Bank in Tualatin, OR is seeking a Personal Banker to deliver exceptional service and grow client relationships. You will identify needs, present suitable banking products, open consumer and small business accounts, and originate consumer loans with guidance as needed.

You will engage clients in financial reviews, coordinate with partners, handle teller duties when needed, and support branch goals. Strong cash handling, lending knowledge, and NMLS readiness are required.

Qualifications

• High School Diploma or GED, required.
• 1 year of Teller or other banking experience required.
• In-depth knowledge of Consumer products and services.
• Proficiency in consumer lending.
• Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) within 60 days required.

Responsibilities

• Deliver an exceptional client experience by acknowledging and addressing inquiries promptly.
• Acquire new and expand existing client relationships by identifying needs and offering suitable products.
• Open Consumer and Business accounts for clients and refer to internal partners as needed.
• Originate consumer loans independently, and business loans with minimal assistance.
• Support Teller functions and cash handling when needed to contribute to a strong team environment.
• Contribute to branch goals by identifying and referring a wide range of bank products.

Skills

Customer service

Cash handling

Consumer lending

Networking

NMLS readiness

Education

High School Diploma or GED

Job description

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.Make recommendations and follow 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 Teller 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.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 $19.00 - $26.00.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).8805 SW Tualatin Sherwood Road Tualatin OR 97062Our 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: [e-mail] .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.