Personal Banker

Columbia Bank•Ukiah, CA

2d•Onsite

About The Position

The Personal Banker provides excellent client service by offering appropriate products and services and responding to inquiries promptly. This role involves engaging clients and prospects in financial reviews to identify needs and provide solutions, 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, supporting Client Service Specialists with teller functions (including cash transactions), and referring clients to internal business partners for a wide range of bank products and services. The role also involves resolving client issues and requests 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
Professional Development
Career Growth
Competitive total rewards package
Base wages
Comprehensive healthcare coverage (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
Holidays
Career development
Mentorship
Learning opportunities