Personal Banker

Columbia Bank • Novato, CA

13d • $24 - $28 • 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 financial needs, recommending suitable products and services, and referring clients to appropriate business partners. The Personal Banker also identifies and originates consumer lending and some small business lending opportunities.

The position opens consumer and business accounts, originates consumer loans independently and business loans independently or with minimal assistance, and supports teller operations when needed, including cash transactions. It contributes to branch goals by identifying client needs and referring a wide range of bank products and services to internal business partners.

This role is fully onsite at the posted location in Novato, California. The pay range is $24–$28, with the selected candidate’s rate determined by factors including 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 accurately handle cash, balance accounts and drawers, and perform calculations accurately.
• Ability to expand client relationships, create new relationships, and deepen existing relationships 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 immediate acknowledgement, needs identification, appropriate product and service offers, and timely responses to inquiries.
• Engage clients and prospects in personal and business financial reviews to offer 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 by filling in on teller functions, including cash transactions, when needed.
• Identify and refer clients to appropriate internal business partners for a wide range of bank products and services.

Benefits

• Competitive incentive plan
• Professional development and tailored premier banker programs
• Career growth paths
• 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
• 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