Personal Banker

Columbia Bank•Cambria, CA

22d•$19 - $24•Onsite

About The Position

The Personal Banker delivers an exceptional client experience in accordance with the Bank’s Breakthrough Client Experience Standards. The role acquires new client relationships and expands existing ones by identifying client needs, recommending suitable products and services, and connecting clients with appropriate Bank business partners. The Personal Banker also identifies and originates consumer lending opportunities. This position serves consumer and business clients, opens consumer and business accounts, resolves inquiries and service issues, and supports branch goals through product and service referrals. It also contributes to the branch team by supporting Client Service Specialists and filling in for teller functions, including cash transactions, as needed. The role is fully onsite at the posted location: 2255 Main St, Cambria, CA 93428.

Requirements

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

Nice To Haves

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

Responsibilities

Provide prompt, courteous service by acknowledging clients, identifying their needs, recommending suitable products and services, and responding to inquiries in a timely manner.
Conduct client financial reviews and business financial reviews to recommend solutions and identify additional financial needs.
Make recommendations and follow through on commitments to clients.
Maintain contact with internal and external clients and provide proactive solutions and issue resolution consistent with the Bank’s Breakthrough Client Service Standards.
Open consumer and business accounts for new and existing clients.
Support Client Service Specialists and contribute to the team environment, including filling in for teller functions and handling cash transactions when needed.
Identify opportunities to refer clients to appropriate internal business partners for a broad 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 opportunities.
Eligible associates scheduled to work at least 30 hours weekly receive comprehensive healthcare coverage, including medical, dental, and vision plans.
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.