Personal Banker

Columbia Bank•Eureka, CA

13d•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 client needs, recommending suitable products and services, and referring clients to appropriate business partners. The Personal Banker also identifies and originates consumer lending opportunities, conducts client financial and business financial reviews, and follows through on recommendations and commitments. The position opens consumer and business accounts, resolves client issues and requests, and supports Client Service Specialists and branch goals, including filling in for teller duties and cash transactions when needed. The role maintains familiarity with business, consumer, and trust entities and provides proactive service and solutions to internal and external clients. This position is fully onsite at 701 Fifth Street, 1st Floor, Eureka, CA 95501. The pay range is $20–$23 per hour. The selected candidate’s pay rate depends on job-related knowledge, skills, experience, education, and geographic location. Performance-based incentive compensation may also be available, with details provided during recruitment.

Requirements

High school diploma or GED.
Basic knowledge of consumer banking and business products and services.
Ability to accurately handle cash, balance accounts and drawers, and perform calculations.
Ability to develop client relationships, including creating new relationships and expanding existing ones, using a personal and business bio and rapport with customers.
Ability and desire to actively develop consumer lending skills.

Nice To Haves

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

Responsibilities

Deliver an exceptional client experience in accordance with the bank’s Breakthrough Client Experience Standards.
Acquire new client relationships and expand existing ones by asking questions, identifying needs, and offering appropriate products and services.
Refer clients to appropriate internal business partners when needed.
Identify and originate consumer lending opportunities.
Provide prompt client service by acknowledging clients, responding to inquiries in a timely manner, and offering appropriate products and services.
Engage clients and prospects in client financial reviews and business financial reviews to recommend solutions and identify additional 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.
Open consumer and business accounts for new and existing clients.
Support Client Service Specialists and contribute to the team environment, including performing teller functions and cash transactions when needed.
Support branch goals by identifying and referring clients to appropriate internal partners for a wide range of bank products and services.
Resolve client issues and requests with strong follow-through.
Build familiarity with business, consumer, and trust entities.

Benefits

Competitive incentive plan.
Professional development through tailored premier banker programs.
Career growth opportunities and clear paths toward professional goals.
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.
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.