Personal Banker

About the Role

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. Maintain direct contact with external and internal clients, delivering outstanding service in alignment with the bank’s Breakthrough Client Service Standards. Primary associate in the branch to open new deposit accounts and to originate consumer loans.

Originates consumer loans and some small business loans and is actively building and maintaining a loan and deposit portfolio. Educates customers about the availability of services originated by internal partners such as Treasury Management services. Performs proactive outbound phone calls to current and prospective consumer and small business customers. May partner with branch Manager to do outbound business development meetings in the community.

Develops a pipeline of prospects from in‑branch and outbound business development activities. Independently supports and resolves client issues with digital products and services. Supports the community, which may include events during and after business hours, weekends, volunteerism, and other forms of community sponsorship.

• Engage clients and prospects in financial review(s) and business financial reviews.
• Make recommendations and follow through on commitments to clients.
• Maintain direct contact with external and internal clients, delivering outstanding service aligned with the bank’s Breakthrough Client Service Standards.
• Open new deposit accounts and originate consumer loans.
• Originate consumer loans and some small business loans and actively build and maintain a loan and deposit portfolio.
• Educate customers about the availability of services such as Treasury Management services.
• Perform proactive outbound phone calls to current and prospective consumer and small business customers.
• Partner with branch Manager to conduct outbound business development meetings in the community.
• Develop a pipeline of prospects from in‑branch and outbound business development activities.
• Independently support and resolve client issues with digital products and services.
• Support community events, including during and after business hours, weekends, volunteerism, and other community sponsorship.

Required:

• High School Diploma or GED.
• 2 years of banking and/or demonstrated sales experience.
• 2 years of developing current and new client relationships, achieving sales goals, and building referral sources in banking or retail environment with client Service and cash handling experience.
• 2 years in a lending function with loan origination and processing functions.
• In‑depth knowledge of Consumer and Business products and services.
• Demonstrated proficiency in consumer and business lending.
• Ability to understand cash flow, financial statements, and market risk.
• Desire and ability to build upon technology skills in various delivery channels, including online banking platforms, Bill Pay, E‑Statements, mobile banking, ATM, and business banking applications.
• Ability to act as a Bank MLO for open‑end transactions (home equity lines of credit) and meet SAFE Act requirements.

The pay range is $22.00 to $27.00 per hour. The rate is dependent upon a variety of non‑discriminatory factors. The role may be eligible for performance‑based incentive compensation; details will be provided during recruitment.

• Comprehensive healthcare coverage (medical, dental, vision).
• 401(k) retirement savings plan with employer match.
• Employee assistance program.
• Life and disability insurance.
• Tuition assistance.
• Mental health resources.
• Identity theft protection.
• Legal support.
• Auto and home insurance.
• Pet insurance.
• Access to an online discount marketplace.
• Paid vacation, sick days, volunteer days, and holidays.

10757 South River Front Pkwy Suite 275, South Jordan, UT 84095. Ability to work fully onsite.

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.