Relationship Banker

Job Overview:

Relationship Bankers build meaningful, long-term client relationships by exhibiting breakthrough client service standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice and often collaborating with internal bank partners. Relationship Bankers are expected to be active in the community and engage customers where and how they prefer to bank by providing education on digital and traditional solutions to achieve their banking needs.

Responsibilities:

• 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 originate consumer loans.
• Originates consumer loans and some small business loans and actively builds and maintains a loan and deposit portfolio.
• Educates customers about services offered 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 for outbound business development meetings in the community.
• Develops a pipeline of prospects from in-branch and outbound business development activities.
• Collaborate with partners across the bank in various lines of business as well as within the branch team.
• 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.
• Actively learns, demonstrates, and fosters our DO RIGHT TOGETHER culture.
• Other responsibilities as assigned.

Qualifications:

• High school diploma or GED required.
• 2 years of banking and/or demonstrated sales experience required.
• 2 years 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 required.
• 2 years in a lending function with loan origination and processing functions required.
• In-depth knowledge of consumer and business products and services.
• Demonstrated proficiency in consumer and business lending.
• Exhibits a strong desire to assist clients in achieving their financial goals.
• Ability to understand cash flow, financial statements, and market risk.
• Demonstrates 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.
• Continuously works to improve communication skills, including presentation skills.
• Excellent verbal and written communication skills, including the ability to present materials to groups of people.
• Ability to do outbound calling, in person & remotely.
• Ability to lift up to 25 pounds and stand for extended periods of time.
• This position may require you to act as a bank MLO for open-end transactions. All MLOs must register complying with SAFE Act requirements. This position is not authorized to act as a bank closed-end MLO.

Professional Growth & Incentives:

• 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.

Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

• Comprehensive healthcare coverage (medical, dental, and vision plans) for eligible associates.
• 401(k) retirement savings plan with employer match for qualifying contributions.
• Employee Assistance Program (EAP).
• Life and disability insurance.
• Tuition assistance and mental health resources.
• Identity theft protection and legal support.
• Auto, home, and pet insurance options.
• Access to an online discount marketplace.
• Paid vacation, sick days, volunteer days, and holidays.
• Benefit eligibility begins the first day of the month following hire for associates regularly scheduled to work at least 30 hours weekly.

Commitment to Diversity:

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. If you require an accommodation to complete the application or interview(s), please email: careers@columbiabank.com.

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