Client-Focused Personal Banker: Loans & Growth

Columbia Bank; Riverside (CA); On-site; USD 29,000 - 36,000; Full time

Benefits offered by this job

Competitive incentive plan

Professional development

Career growth

Job summary

Columbia Bank in Riverside, CA is seeking a Personal Banker to deliver an exceptional client experience by following Breakthrough Client Experience Standards. You will build relationships with clients by identifying needs and offering appropriate products and services.

You will open consumer and business accounts, originate consumer loans and small business lending opportunities, and collaborate with tellers as needed to support branch goals and community banking efforts in Riverside.

Qualifications

• 1 year of Teller or other banking experience.
• In-depth knowledge of Consumer products and services.
• Demonstrated proficiency in consumer lending.
• Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations.
• Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.
• Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) within 60 days required.

Responsibilities

• 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.
• Originates Consumer loans independently and accurately.
• Originates business loans independently or with minimal assistance.
• Acts as a resource to the Teller 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.

Skills

Teller experience

Consumer lending

Cash handling

Relationship building

Sales & cross-sell

NMLS readiness

Education

High School Diploma or GED

Job description

Columbia Bank in Riverside, CA is seeking a Personal Banker to deliver an exceptional client experience by following Breakthrough Client Experience Standards. You will build relationships with clients by identifying needs and offering appropriate products and services.

You will open consumer and business accounts, originate consumer loans and small business lending opportunities, and collaborate with tellers as needed to support branch goals and community banking efforts in Riverside.