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