Personal Banker

Columbia Bank•Eureka, CA

13d•$20 - $23•Onsite

About The Position

The Personal Banker delivers an exceptional client experience by following the bank’s Breakthrough Client Experience Standards. The role acquires new client relationships and expands existing ones by identifying client needs, recommending appropriate products and services, and referring clients to relevant business partners. The Personal Banker also identifies and originates consumer lending opportunities. This position serves consumer and business clients, opens accounts, responds to inquiries and resolves issues. It supports branch goals and the Client Service Specialists, including providing teller coverage and handling cash transactions when needed. The role is fully onsite at the posted Eureka, California location.

Requirements

High school diploma or GED.
Basic knowledge of consumer banking and business products and services.
Ability and desire to develop consumer lending skills.
Ability to accurately handle cash, balance accounts and drawers, and perform calculations.
Ability to expand client relationships, create new relationships, and grow existing relationships using personal and business bios and rapport with customers.

Nice To Haves

One year of teller or other banking experience.
Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) registration.

Responsibilities

Provide excellent client service through prompt acknowledgement, needs identification, appropriate product and service recommendations, and timely responses to inquiries.
Conduct client financial reviews and business financial reviews to provide solutions and identify additional financial needs.
Make recommendations and follow through on commitments to clients.
Maintain direct contact with internal and external clients and provide proactive solutions and issue resolution in accordance with the bank’s Breakthrough Client Service Standards.
Open consumer and business accounts for existing and new clients.
Support Client Service Specialists and the team environment, including filling in on teller functions and cash transactions when needed.
Identify and refer clients to appropriate internal business partners for a wide range of bank products and services.
Resolve client issues and requests with strong follow-through.
Build familiarity with business, consumer, and trust entities.
Uncover and originate consumer lending opportunities.

Benefits

Competitive incentive plan and potential performance-based incentive compensation.
Professional development through tailored premier banker programs.
Career growth paths.
Medical, dental, and vision plans for eligible associates.
401(k) retirement savings plan with employer match for qualifying associate contributions.
Employee assistance program.
Life insurance.
Disability insurance.
Tuition assistance.
Mental health resources.
Identity theft protection.
Legal support.
Auto and home insurance.
Pet insurance.
Online discount marketplace.
Paid vacation, sick days, volunteer days, and holidays.