Personal Banker

Columbia Bank•Corning, CA

3d•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 internal business partners when needed. The Personal Banker also identifies and originates consumer lending opportunities and opens consumer and business accounts for new and existing clients. The role provides timely client service, engages clients in financial reviews, makes recommendations, and follows through on commitments, inquiries, issues, and requests. The Personal Banker maintains contact with internal and external clients and provides proactive solutions. They support branch goals by identifying and referring clients to a range of bank products and services, contribute to the team environment, and fill in for Client Service Specialists on teller functions, including cash transactions, when needed. The position is fully onsite at 1222 Solano St, Corning, CA 96021.

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 by creating new relationships and growing 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) credential.

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 identifying needs and offering appropriate products and services.
Identify and originate consumer lending opportunities.
Acknowledge clients promptly, respond to inquiries in a timely manner, and provide appropriate products and services.
Engage clients and prospects in personal and business financial reviews to identify needs and provide solutions.
Make recommendations and follow through on commitments to clients.
Maintain 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 fill in on teller functions, including cash transactions, when needed.
Identify and refer clients to bank products and services and appropriate internal business partners.
Resolve client issues and requests with strong follow-through.
Build familiarity with business, consumer, and trust entities.

Benefits

Competitive incentive plan and potential performance-based incentive compensation.
Professional development through tailored premier banker programs.
Career growth paths.
Medical, dental, and vision plans for eligible associates.
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.