Personal Banker
Company: (IABA) Institute for Applied Behavior Analysis
Location: Renton
Posted on: March 18, 2023
Job Description:
Essential Job Functions:
- 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 Client Service Specialist line (all Client
Service Specialist duties)
- Stay current and demonstrate knowledge on products and
procedures
- Resolves customer issues and requests
- Demonstrates proficiency with basic business, consumer and
trust entities
- Proficient in offering solutions and exceeding customer
expectations.
- Learning consumer lending
- 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 Client Service Specialist line (all Client
Service Specialist duties)
- Stay current and demonstrate knowledge on products and
procedures
- Resolves customer issues and requests
- Demonstrates proficiency with basic business, consumer and
trust entities
- Proficient in offering solutions and exceeding customer
expectations.
- Learning consumer lendingAll employees are responsible for
internal controls in the performance of their assigned duties.
Internal Control responsibilities are established in various
policies, procedures, and documents, including the Code of
Conduct.Minimum Job Requirements:
- High School GED or equivalent
- 1+ year's customer service/personal banking experience.
- Bilingual preferred
- NMLS Certification preferred
- Knowledge of products and services offered and referrals to
business partners.
- Begins to mentor other team members about products, services
and business partners.
- 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
wide range of bank products and services to the appropriate
business partners
- Proficient in expanding 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
- Beginning to back up Assistant Manager with operational duties
and tasks.
- Familiar with state laws regarding products and services (look
at specific training tracks)
- Working towards or holds NMLS certification
- Has in-depth knowledge of consumer loan products
- Developing consumer lending skillsPhysical 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
solutionsValues and Behaviors:
- Build enduring RELATIONSHIPS with clients and each other.
- Drive INNOVATION that simplifies life and work.
- Seek continuous GROWTH in your personal and professional
development.
- Commit with HEART to serve others.
- Extend TRUST in order to receive it.We offer a competitive
total rewards package including base salary and comprehensive
benefits. The Hourly range for this role is $19.08 - $23.08, and
the pay rate for the successful applicant depends on a variety of
non-discriminatory factors including, but not limited to,
job-related knowledge, skills, and experience. The role may be
eligible for performance-based incentive compensation and those
details will be provided during the recruitment process.We offer
eligible associates cost-effective benefit options including
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, paid time off for vacation, illness,
volunteerism, 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. Notice to
Agency and Search Firm Representatives:We do not accept unsolicited
resumes from agencies and/or search firms. Agencies must obtain
advance written approval from Columbia Bank's Talent Acquisition
team to submit resumes, and then only in conjunction with a valid
fully-executed written requisition contract for service and in
response to a specific job opening. Resumes submittedto any
Columbia Bank employeeby a third party agency and/or search firm
without a valid written and signed requisition search agreement,
will become the sole property of Columbia Bank. Columbia Bank will
not pay a fee to any Agency that does not have such agreement in
place. No employee outside of Columbia Bank's Talent Acquisition
team has the authority to enter into a requisition search
agreement.
Keywords: (IABA) Institute for Applied Behavior Analysis, Renton , Personal Banker, Other , Renton, Washington
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