Personal Banker

Columbia Bank • Novato, CA

12d • 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 identifies and originates consumer lending and some small business lending opportunities, opens consumer and business accounts, and provides timely service and solutions to clients. The role also supports branch goals by referring clients to internal partners and assists the Teller team, including performing cash transactions, when needed.

Requirements

• High school diploma or GED.
• At least 1 year of Teller or other banking experience.
• In-depth knowledge of consumer products and services.
• Demonstrated proficiency in consumer lending.
• Ability to accurately handle cash, balance accounts and drawers, and perform calculations accurately.
• Ability to expand client relationships, create new relationships, and grow existing relationships using a personal and business bio and rapport with customers.
• Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) credential within 60 days.

Responsibilities

• Deliver an exceptional client experience in alignment with the bank’s Breakthrough Client Experience Standards.
• Acquire new client relationships and expand existing relationships by identifying needs and recommending appropriate products and services.
• Refer clients to appropriate internal business partners when needed.
• Identify and originate consumer lending and some small business lending opportunities.
• Acknowledge clients promptly, respond to inquiries in a timely manner, and provide proactive solutions and problem resolution.
• Conduct client financial reviews and business financial reviews to offer solutions and identify additional financial needs.
• Make recommendations and follow through on commitments to clients.
• Open consumer and business accounts for new and existing clients.
• Originate consumer loans independently and accurately, and business loans independently or with minimal assistance.
• Support Teller team members and fill in on teller functions, including cash transactions, when needed.
• Support branch goals by identifying and referring a range of bank products and services to appropriate internal business partners.

Benefits

• Competitive incentive plan and potential performance-based incentive compensation.
• Professional development through premier banker programs.
• Career growth paths.
• Medical, dental, and vision coverage 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.
• Access to an online discount marketplace.
• Paid vacation, sick days, volunteer days, and holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED