Personal Banking & Loan Advisor

Columbia Banking System; Vancouver (WA); On-site; USD 30,000 - 44,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement plan

Life insurance

Disability insurance

Tuition assistance

Paid vacation

Job summary

Columbia Bank in Vancouver, WA is seeking a Relationship Banker to build lasting client relationships, open deposit accounts, and originate consumer loans. You will collaborate with internal partners to tailor financial solutions and educate customers on digital and traditional banking channels.

The role emphasizes proactive client engagement, portfolio growth in consumer and small business lending, and community involvement.

Qualifications

• High School Diploma or GED required.
• 2 years of banking and/or demonstrated sales experience required.
• 2 years developing current and new client relationships, achieving sales goals, and building referral sources in banking or retail with client service and cash handling experience.
• 2 years in a lending function with loan origination and processing required.
• In-depth knowledge of consumer and business products and services.
• Proficiency in consumer and business lending.
• Ability to understand cash flow, financial statements, and market risk.
• Willingness to develop technology skills across online banking, Bill Pay, E-Statements, mobile banking, and business banking apps.

Responsibilities

• Open new deposit accounts at the branch and originate consumer loans.
• Originate consumer and small business loans and maintain a loan/deposit portfolio.
• Educate customers about services offered by internal partners (Treasury Management, etc.).
• Perform proactive outbound calls to current and prospective customers.
• Build a robust pipeline from in-branch and outbound business development activities.
• Resolve client issues with digital products and services.
• Participate in community events and sponsorships as needed.

Skills

Banking sales

Relationship building

Lending experience

Consumer lending

Business lending

Financial statement analysis

Digital banking tech

Education

High School Diploma or GED

Job description

Columbia Bank in Vancouver, WA is seeking a Relationship Banker to build lasting client relationships, open deposit accounts, and originate consumer loans. You will collaborate with internal partners to tailor financial solutions and educate customers on digital and traditional banking channels.

The role emphasizes proactive client engagement, portfolio growth in consumer and small business lending, and community involvement.