Personal Banker

Columbia Bank•Corning, CA
•$20 - $23•Onsite

About The Position

The Personal Banker delivers an exceptional client experience in accordance with the Bank’s Breakthrough Client Experience Standards. The role develops new and existing client relationships by identifying financial needs, recommending appropriate products and services, and referring clients to relevant business partners. It also identifies and originates consumer lending opportunities. The Personal Banker serves existing and prospective clients, opens consumer and business accounts, resolves client requests and issues, and supports branch goals through product referrals. The role also contributes to the branch team by assisting Client Service Specialists and filling in for teller functions, including cash transactions, when needed. The position is fully onsite at the posted location in Corning, California.

Requirements

  • High school diploma or GED.
  • Basic knowledge of consumer banking and business products and services.
  • Ability and desire to develop consumer lending skills.
  • 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.

Nice To Haves

  • One year of teller or other banking experience.
  • Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) registration.

Responsibilities

  • Acknowledge and assist clients promptly, identify their needs, offer appropriate products and services, and respond to inquiries in a timely manner.
  • Conduct client financial reviews and business financial reviews to recommend solutions and identify additional financial needs.
  • Make recommendations and follow through on commitments to clients.
  • Maintain direct contact with internal and external clients, providing proactive solutions and resolving problems in line with the Bank’s Breakthrough Client Service Standards.
  • Open consumer and business accounts for new and existing clients.
  • Support Client Service Specialists and contribute to the team environment, including filling in for teller functions and cash transactions when needed.
  • Identify and refer clients to appropriate internal business partners for a range of bank products and services.
  • Resolve client issues and requests with strong follow-through.
  • Build familiarity with business, consumer, and trust entities.
  • Uncover and originate consumer lending opportunities.

Benefits

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