Relationship Banker

Columbia Bank•Paso Robles, CA

24d•Onsite

About The Position

Relationship Bankers build meaningful, long-term client relationships by providing customized financial solutions, sound advice, and service aligned with the bank’s Breakthrough Client Service Standards. They engage customers in financial reviews, recommend solutions, follow through on commitments, and collaborate with internal Bank partners. They help customers meet their banking needs through education on digital and traditional services and engage with customers where and how they prefer to bank. The Relationship Banker is the primary branch associate responsible for opening new deposit accounts and originating consumer loans, as well as some small business loans. The role includes building and maintaining a loan and deposit portfolio, educating customers about internal partner services such as Treasury Management, making outbound calls, developing a prospect pipeline, and supporting digital product issues. The banker may partner with the branch Manager on community business development meetings and supports community events and sponsorships, which may take place outside regular business hours or on weekends. The position is fully onsite at 400 South River Rd, Paso Robles, CA 93446. The pay range is $22–$26 per hour. The selected candidate’s rate depends on job-related knowledge, skills, experience, education, and geographic location; performance-based incentive compensation may also be available. The role may require registration as a Bank MLO under SAFE Act requirements and is limited to open-end transactions, such as home equity lines of credit. It is not authorized for closed-end mortgage transactions.

Requirements

High school diploma or GED.
Two years of banking and/or demonstrated sales experience.
Two years of experience developing current and new client relationships, achieving sales goals, and building referral sources in a banking or retail environment, with client service and cash handling experience.
Two years in a lending function, including loan origination and processing.
In-depth knowledge of consumer and business products and services.
Demonstrated proficiency in consumer and business lending, including consumer lending and basic business lending skills.
Ability to understand cash flow, financial statements, and market risk.
Ability and desire to build technology skills across delivery channels, including online banking platforms, Bill Pay, E-Statements, mobile banking, ATMs, and business banking applications.
If acting as a Bank MLO, register as an MLO in compliance with SAFE Act requirements. The role is limited to open-end transactions and is not authorized for closed-end mortgage transactions.

Responsibilities

Build meaningful, long-term client relationships by providing customized solutions and sound financial advice.
Engage clients and prospects in client and business financial reviews to provide solutions and identify additional financial needs.
Make recommendations and follow through on commitments to clients.
Maintain direct contact with internal and external clients and deliver service aligned with the bank’s Breakthrough Client Service Standards.
Open new deposit accounts and originate consumer loans and some small business loans.
Build and maintain a loan and deposit portfolio.
Educate customers about services originated by internal partners, including Treasury Management services.
Make proactive outbound calls to current and prospective consumer and small business customers.
Develop a pipeline of prospects through in-branch and outbound business development activities.
Partner with the branch Manager on community business development meetings when applicable.
Independently support and resolve client issues involving digital products and services.
Support the community through events, volunteerism, and other forms of community sponsorship, including activities that may occur outside business hours or on weekends.

Benefits

Competitive incentive plan
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
Online discount marketplace
Paid vacation
Paid sick days
Paid volunteer days
Paid holidays