Personal Banker

Columbia Bank • Morro Bay, CA

5d • $20 - $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 appropriate products and services, and referring clients to relevant business partners. It also uncovers and originates consumer lending and some small business lending opportunities. The position works fully onsite at the posted location in Morro Bay, California. The pay range is $20–$24; the selected candidate’s rate depends on job-related knowledge, skills, experience, education, and geographic location. The role may also be eligible for performance-based incentive compensation.

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 handle cash accurately, balance accounts and drawers, and perform accurate calculations.
• Ability to expand client relationships, create new relationships, and grow existing ones using a personal and business bio and rapport with customers.
• Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) registration within 60 days.

Responsibilities

• Provide excellent client service through prompt acknowledgement, identifying needs, offering suitable products and services, and timely responses to inquiries.
• Conduct client 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 problem resolution consistent with the bank’s client service standards.
• Open consumer and business accounts for new and existing clients.
• Originate consumer loans independently and accurately.
• Originate business loans independently or with minimal assistance.
• Support tellers and the team environment, filling in for teller duties, including cash transactions, when needed.
• Identify and refer a broad range of bank products and services to appropriate internal business partners in support of branch goals.

Benefits

• Competitive incentive plan and potential performance-based incentive compensation.
• Professional development through tailored premier banker programs.
• Career growth opportunities.
• 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