Personal Banker at Columbia Bank in Tucson, Arizona

Job description

• A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity.
• A culture of belonging and purpose, where your ideas matter and your work has impact.
• Competitive benefits and flexibility designed to help you thrive personally and professionally.
• Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives.

Responsibilities

• The Personal Banker is responsible for delivering an exceptional client experience by adhering to the bank’s Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending and some small business lending opportunities.
• Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner.
• 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.
• Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.
• Opens Consumer and Business accounts for existing and new clients.
• Originates Consumer loans independently and accurately.
• Originates business loans independently or with minimal assistance.
• Acts as a resource to the Teller by contributing to the team environment and filling in on teller functions (including cash transactions) when needed.
• Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners.

Requirements

• High School Diploma or GED, required.
• 1 year of Teller or other banking experience required.
• In-depth knowledge of Consumer products and services.
• Demonstrated proficiency in consumer lending.
• Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations.
• Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.
• Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) within 60 days required.

Skills

Required

• Excellent client service
• Team environment contribution
• Consumer lending
• Cash handling
• Account balancing
• NMLS

Benefits

• Be a part of a bank that invests in you!
• Competitive Incentive Plan: Earn rewards that match your efforts.
• Professional Development: Grow your skills with our tailored premier banker programs.
• Career Growth: Clear paths to achieve your professional goals.
• We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
• We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
• The pay range for this role is $20 - $24.
• The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.