Client-Focused Banking & Loan Advisor

Columbia Banking System; Paso Robles (CA); On-site; USD 30,000 - 36,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement plan with employer匹配

Paid vacation and holidays

Volunteer days

Job summary

Columbia Bank in Paso Robles, CA, is seeking a Relationship Banker to build lasting client relationships, open deposit accounts, and originate consumer and small business loans. You will educate clients on digital and traditional banking solutions, perform outbound calls, and engage with the community to expand the bank’s presence.

The role emphasizes servicing existing customers while developing new business, with opportunities to collaborate across bank partners and participate in local events

Qualifications

• 2 years of banking and/or sales experience required.
• 2 years building client relationships and meeting sales goals.
• 2 years in lending with loan origination/processing.
• Knowledge of consumer and business products and services.
• Ability to understand cash flow and financial statements.

Responsibilities

• Open new deposit accounts and originate consumer loans.
• Develop and maintain loan and deposit portfolio.
• Educate customers on digital and traditional banking solutions.
• Perform outbound calls and community outreach.
• Collaborate with internal partners and bankers.

Skills

Sales experience

Client relationship

Lending knowledge

Digital banking awareness

Education

High School Diploma or GED

Job description

Columbia Bank in Paso Robles, CA, is seeking a Relationship Banker to build lasting client relationships, open deposit accounts, and originate consumer and small business loans. You will educate clients on digital and traditional banking solutions, perform outbound calls, and engage with the community to expand the bank’s presence.

The role emphasizes servicing existing customers while developing new business, with opportunities to collaborate across bank partners and participate in local events