Personal Banker: Build Lasting Financial Relationships

Columbus Bank and Trust Company; Columbus (NE); On-site; USD 17,000 - 25,000; 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

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.