Relationship Banker
Columbia Bank, Portland, OR, United States
Responsibilities
Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs, making recommendations and following through on commitments.
Maintain direct contact with external and internal clients, delivering outstanding service in alignment with the bank’s Breakthrough Client Service Standards.
Open new deposit accounts and originate consumer loans as a primary associate in the branch.
Originate consumer and small business loans, actively building and maintaining a loan and deposit portfolio.
Educate customers about services offered by internal partners such as Treasury Management services.
Perform proactive outbound phone calls to current and prospective consumer and small business customers.
Partner with the branch manager to conduct outbound business development meetings in the community.
Develop a pipeline of prospects through in‑branch and outbound business development activities.
Independently support and resolve client issues with digital products and services.
Support the community, which may include events during and after business hours, weekends, volunteerism, and other forms of community sponsorship.
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 a 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.
Demonstrated proficiency in consumer lending and basic business lending skills.
Ability to understand cash flow, financial statements, and market risk.
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.
May act as a Bank MLO for open‑end transactions (home equity lines of credit) only; must register and comply with the SAFE Act.
Benefits & Incentives
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.
Pay range for this role is $20.00 to $30.00. The pay rate for the selected candidate is dependent upon a variety of non‑discriminatory factors including job‑related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance‑based incentive compensation; details will be provided during the recruitment process.
Primary Location 4150 NE Hancock St. Portland OR 97212. Ability to work fully onsite at posted location(s).
Benefits We offer a competitive total rewards package including base wages and comprehensive benefits. Eligible associates receive 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, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, 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.
Our 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 let us know by email: careers@columbiabank.com.
Agency Information Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and is not responsible for any fees related to unsolicited resumes. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee; any such submissions will be considered unsolicited unless requested directly by the Talent Acquisition team.
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Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs, making recommendations and following through on commitments.
Maintain direct contact with external and internal clients, delivering outstanding service in alignment with the bank’s Breakthrough Client Service Standards.
Open new deposit accounts and originate consumer loans as a primary associate in the branch.
Originate consumer and small business loans, actively building and maintaining a loan and deposit portfolio.
Educate customers about services offered by internal partners such as Treasury Management services.
Perform proactive outbound phone calls to current and prospective consumer and small business customers.
Partner with the branch manager to conduct outbound business development meetings in the community.
Develop a pipeline of prospects through in‑branch and outbound business development activities.
Independently support and resolve client issues with digital products and services.
Support the community, which may include events during and after business hours, weekends, volunteerism, and other forms of community sponsorship.
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 a 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.
Demonstrated proficiency in consumer lending and basic business lending skills.
Ability to understand cash flow, financial statements, and market risk.
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.
May act as a Bank MLO for open‑end transactions (home equity lines of credit) only; must register and comply with the SAFE Act.
Benefits & Incentives
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.
Pay range for this role is $20.00 to $30.00. The pay rate for the selected candidate is dependent upon a variety of non‑discriminatory factors including job‑related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance‑based incentive compensation; details will be provided during the recruitment process.
Primary Location 4150 NE Hancock St. Portland OR 97212. Ability to work fully onsite at posted location(s).
Benefits We offer a competitive total rewards package including base wages and comprehensive benefits. Eligible associates receive 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, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, 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.
Our 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 let us know by email: careers@columbiabank.com.
Agency Information Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and is not responsible for any fees related to unsolicited resumes. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee; any such submissions will be considered unsolicited unless requested directly by the Talent Acquisition team.
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