Personal Banker

Columbia Banking System, Inc. Auburn , WA 98092

Posted 2 months ago

POSITION SUMMARY

The Personal Banker is responsible for delivery of an exceptional customer experience. They will build new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the customer to the appropriate business partners within the bank when needed.

RESPONSIBILITIES

  • 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 teller line (all teller 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

MINIMUM JOB REQUIREMENTS

  • High School Diploma or GED

  • Bilingual preferred

  • Prior teller or banking experience 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

OUR CORE BEHAVIORS

  • Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.

  • Work Ethic. Be willing to go the extra mile for the customer, whether internal or external.

  • Influence. Be an active player in participating, building and contributing to service.

  • Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the customer, increase personal satisfaction and improve Columbia Bank.

  • Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.

  • Problem Solving. Bring creative, problem-solving mentality to every situation. See alternatives, take initiative and assume responsibility for your actions.

  • Communication. Keep others informed and up-to-date. Actively listen and learn from each other.

  • Have a sense of community: We firmly believe that we're only as strong as the communities we serve. Your involvement is an important part of who we are.

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

Washington


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Sr Home Lending Advisor WA A St And Main (Auburn WA)

Jpmorgan Chase & Co.

Posted 1 week ago

VIEW JOBS 11/10/2018 12:00:00 AM 2019-02-08T00:00 Apply Now Sr Home Lending Advisor - WA - A St and Main (Auburn, WA) Req #: 180112421 Location: Auburn, WA,US Job Category: Relationship Management/Sales Job Description: Play a vital role in the customer banking experience at Chase! As part of JPMorgan Chase, a leading global financial services firm, Chase has over 5,100 locations where our Mortgage Bankers build relationships with customers and provide them with products and services to meet their ever-changing needs. As a Chase Mortgage Banker, you will acquire and deepen relationships with clients through comprehensive needs based promotion and marketing of mortgage products to clients inside and outside the branch footprint, and develop and work with centers of influence to expand your customer base. You will be required to deliver strong results in mortgage and home lending products, and demonstrate strong interpersonal skills as well as provide exceptional service throughout the sales process. You will serve as customer's chief point of contact with Chase throughout the life of the loan. You will also be responsible for serving as the mortgage lending specialist at the branch by coaching and mentoring the branch team and providing training on products and services. You will work hand-in-hand with bankers, meeting with their customers and introducing new clients to bankers for additional products and services. All of you working as a team will create an outstanding customer experience. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx. * Minimum three years of mortgage lending, proven sales experience in retail banking required * Bachelor's degree or equivalent work experience in sales and/or real estate required * Marketing, promoting, relationship building and consulting skills required * Intermediate PC skills in a Windows environment required * FHA/VA sales experience preferred * Excellent written and oral communication skills * Knowledge of real estate market in local area * Knowledge of FHA, VA, FNMA, and FHLMC guidelines * Internal: Ability to develop a strong partnership with the assigned retail branches to * Promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships * External (Customer): Build role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances Jpmorgan Chase & Co. Auburn WA

Personal Banker

Columbia Banking System, Inc.