Personal Banker

Columbia Bank•Woodland, CA

2d•Onsite

About The Position

The Personal Banker role focuses on providing excellent client service through immediate acknowledgement, identifying and offering appropriate products and services, and timely response to inquiries. This position involves engaging clients and prospects in financial reviews to provide solutions and uncover additional financial needs, making recommendations, and following through on commitments. The Personal Banker maintains direct contact with clients, offering proactive solutions and problem resolutions in line with the bank’s service standards. Key responsibilities include opening Consumer and Business accounts for new and existing clients, acting as a resource for Client Service Specialists by assisting with teller functions (including cash transactions) when necessary, and supporting branch goals by identifying and referring bank products and services to internal business partners. The role also involves resolving client issues with strong follow-through and building familiarity with business, consumer, and trust entities.

Requirements

High School Diploma or GED, required.
Basic knowledge of consumer banking and business products and services offered.
Ability and desire to actively develop consumer lending skills.
Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations.
Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.

Nice To Haves

1 year of Teller or other banking experience preferred.
Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) preferred.

Responsibilities

Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner.
Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.
Make recommendations and follow through on commitments to clients.
Maintain direct contact with external and internal clients and consistently provide proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.
Open Consumer and Business accounts for existing and new clients.
Act as a resource to the Client Service Specialists by contributing to the team environment and filling in on teller functions (including cash transactions) when needed.
Support the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners.
Resolve client issues and requests, exhibiting strong follow-through.
Build familiarity with business, consumer, and trust entities.

Benefits

Competitive Incentive Plan: Earn rewards that match your efforts.
Professional Development: Grow your skills with our tailored premier banker programs.
Career Growth: Clear paths to achieve your professional goals.
Competitive total rewards package including base wages and comprehensive benefits.
Comprehensive healthcare coverage (medical, dental, and vision plans).
A 401(k)-retirement savings plan with employer match for qualifying associate contributions.
An 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.
Paid sick days.
Paid volunteer days.
Paid holidays.