Personal Banker

Columbia Bank•Irvine, CA

24d•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. The Personal Banker identifies and originates consumer lending and some small business lending opportunities, provides timely service and solutions, and follows through on commitments. The role opens consumer and business accounts, originates consumer loans independently and business loans independently or with minimal assistance, and supports tellers with teller functions, including cash transactions, when needed. The position works fully onsite at the posted location: 2010 Main Street, Suite 150, Irvine, CA 92614.

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 ones 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

Acquire new client relationships and expand existing relationships by identifying needs and offering appropriate products and services.
Refer clients to appropriate internal business partners when needed and support branch goals for identifying and referring bank products and services.
Uncover and originate consumer lending and some small business lending opportunities.
Provide excellent, timely client service, including acknowledging clients, responding to inquiries, and offering appropriate solutions.
Conduct client financial reviews and business financial reviews to identify needs and recommend solutions.
Make recommendations and follow through on commitments to clients.
Maintain direct contact with internal and external clients and provide proactive solutions and problem resolution in alignment with the bank’s Breakthrough Client Service Standards.
Open consumer and business accounts for existing and new clients.
Originate consumer loans independently and accurately, and originate business loans independently or with minimal assistance.
Support the teller team and fill in on teller functions, including cash transactions, when needed.

Benefits

Competitive incentive plan and potential performance-based incentive compensation.
Professional development through tailored premier banker programs.
Career growth paths.
Eligible associates receive medical, dental, and vision coverage.
401(k) retirement savings plan with employer match for qualifying associate contributions.
Employee assistance program.
Life insurance and disability insurance.
Tuition assistance and mental health resources.
Identity theft protection and legal support.
Auto and home insurance and pet insurance.
Access to an online discount marketplace.
Paid vacation, sick days, volunteer days, and holidays.