Personal Banker

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Job description

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.

This position may be eligible for a $1000 sign-on bonus!

Notice to Agency and Search Firm Representatives:

We do not accept unsolicited resumes from agencies and/or search firms. Agencies must obtain advance written approval from Columbia Bank's Talent Acquisition team to submit resumes, and then only in conjunction with a valid fully-executed written requisition contract for service and in response to a specific job opening. Resumes submitted to any Columbia Bank employee by a third party agency and/or search firm without a valid written and signed requisition search agreement, will become the sole property of Columbia Bank. Columbia Bank will not pay a fee to any Agency that does not have such agreement in place. No employee outside of Columbia Bank's Talent Acquisition team has the authority to enter into a requisition search agreement.