Personal Banker

Columbia Bank•Redding, CA

1d•$18 - $24•Onsite

About The Position

The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending opportunities. 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. Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards. Opens Consumer and Business accounts for existing and new clients. Acts 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. Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners. Resolves client issues and requests, exhibiting strong follow-through. Building familiarity with business, consumer, and trust entities.

Requirements

High School Diploma or GED
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 client relationships, 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
Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS)

Responsibilities

Deliver exceptional client experience by adhering to Breakthrough Client Experience Standards.
Acquire new and expand existing client relationships by identifying needs and offering appropriate products/services.
Refer clients to appropriate business partners within the Bank.
Uncover and originate consumer lending opportunities.
Provide excellent client service, including immediate acknowledgement and timely responses to inquiries.
Engage clients and prospects in financial reviews to provide solutions and identify needs.
Make recommendations and follow through on commitments to clients.
Maintain direct contact with clients and provide proactive solutions and problem resolutions.
Open Consumer and Business accounts for existing and new clients.
Act as a resource to Client Service Specialists and assist with teller functions when needed.
Support branch goals by referring bank products and services to internal business partners.
Resolve client issues and requests with strong follow-through.
Develop familiarity with business, consumer, and trust entities.