Personal Banker

Columbia Bank

The Personal Banker is responsible for delivery of an exceptional customer experience. They will build new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the customer to the appropriate business partners within the bank when needed.
Essential Job Functions:

Provides excellent customer service by providing immediate acknowledgement, identifying and offering products and services, and responding to inquiries in a timely manner.
Develops relationships by consulting with customers,
Delivers and packages detailed clerical support for deposit and consumer loan accounts, business accounts, collections and wires, safe deposit contracts, pay and receive transactions.
Able to back up Client Service Specialist line (all Client Service Specialist duties)
Stay current on products and procedures
Resolves customer issues and requests
Building familiarity with business, consumer and trust entities
Learning to offer solutions and exceeding customer expectations.
All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.

Minimum Job Requirements:

High School GED or equivalent
Prior Client Service Specialist or banking experience preferred
Bilingual preferred
Knowledge of products and services offered
Ability to follow SOP’s (Standard Operating Procedures)
Cash handling, balancing and calculating skills
Ability to complete multiple and varying customer requests in a timely fashion
Supports branch goal focusing on identifying and referring a range of bank products and services to the appropriate business partners
Focused on learning to expand the customer relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers
Supports branch goals with revenue building activities
Familiar with state laws regarding products and services (look at specific training tracks)
Ability to become NMLS certified
Has basic knowledge of consumer loan products

Physical and Mental Requirements:

Ability to sit at a computer monitor for extended periods of time
Ability to perform repetitive finger, hand, and arm movements
Ability to lift up to 15lbs.
Ability to effectively discern information and formulate appropriate action
Ability to reach, squat, bend, and manually manipulate standard office equipment
Ability to drive to various locations
Ability to think critically and provide appropriate solutions
Values and Behaviors:

Build enduring RELATIONSHIPS with clients and each other.
Drive INNOVATION that simplifies life and work.
Seek continuous GROWTH in your personal and professional development.
Commit with HEART to serve others.
Extend TRUST in order to receive it.

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