Customer Care Banker

Job Overview:Customer Care Banker

Customer Care Bankers focus on fostering meaningful, long-term client relationships by delivering exceptional customer service and customized financial solutions to help clients achieve their financial goals. This involves providing reliable financial advice and frequently working in partnership with colleagues within the bank. Relationship Bankers are required to engage with the community and interact with clients through their preferred banking methods, offering guidance on digital and traditional banking services to meet their banking needs.

Responsibilities:

• Encourage clients and prospective clients to participate in financial reviews and business appraisals to identify solutions and uncover additional financial needs; offer recommendations and ensure commitments are fulfilled.
• Maintain direct contact with external and internal clients, delivering exceptional service aligned with the bank’s client service standards.
• Serve as the lead team member responsible for opening new deposit accounts and generating consumer loans.
• Produce consumer and small business loans while actively managing and expanding a loan and deposit portfolio.
• Educate clients on services available through internal departments, including Treasury Management.
• Conduct proactive outbound calls to current and prospective consumer and small business clients and collaborate with the branch manager on community business development meetings.
• Build a pipeline of prospects through a combination of in-branch and outbound business development initiatives.
• Develop partnerships with colleagues across multiple lines of business and within the branch.
• Independently resolve client issues related to digital products and services.
• Demonstrate community involvement through participation in events, volunteering, and supporting community initiatives.
• Embrace, model, and promote the collaborative spirit of the DO RIGHT TOGETHER culture.
• Perform other duties as assigned.

Requirements:

• High school diploma or equivalent required.
• Minimum of two years of banking experience or proven sales experience.
• Two years of experience building new and existing client relationships, meeting sales goals, and developing referral sources in a banking or retail environment with cash-handling experience.
• At least two years of lending experience involving loan origination and processing.
• Strong knowledge of consumer and business banking products and services.
• Demonstrated competence in consumer and commercial lending.
• Commitment to helping clients achieve financial goals.
• Understanding of cash flow, financial statements, and market conditions.
• Ability and willingness to develop technology skills across multiple delivery channels.
• Ongoing development of verbal and written communication skills, including presentations.
• Ability to perform outbound calling in person and virtually.
• Ability to lift up to 25 pounds and stand for extended periods.
• May be required to act as a bank MLO for open-end transactions; SAFE Act registration required. This role is not authorized for closed-end MLO activities.

Supporting Professional Advancement and Incentives:

• Join a bank committed to investing in your growth and success.
• Competitive incentive program aligned with individual performance.
• Professional development through specialized premier banker training programs.
• Clear career paths designed to support long-term advancement.

Benefits:

Our total compensation package combines competitive base pay with comprehensive benefits.

• Medical, dental, and vision coverage for eligible associates.
• 401(k) retirement plan with employer matching contributions.
• Employee Assistance Program supporting personal and professional well-being.
• Life and disability insurance.
• Tuition assistance and mental health resources.
• Identity theft protection and legal support services.
• Auto, home, and pet insurance options.
• Online marketplace with access to discounted products and services.
• Paid vacation, sick leave, volunteer time, and holidays.
• Benefits eligibility begins the first day of the month following hire for employees scheduled at least 30 hours per week.

Commitment to Diversity:

Columbia Bank is committed to fostering a diverse and inclusive workplace and providing equal employment opportunities to all individuals. Employment decisions are based on merit, qualifications, and business needs. Reasonable accommodations are available for applicants upon request.

Position Title: Customer Care Banker

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