Personal Banker

Columbia Bank; Lakeport (CA); On-site; USD 24,796 - 31,684; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement plan with company-m米

Life insurance

Tuition assistance

Paid vacation and holidays

Job summary

Columbia Bank in Lakeport, CA is seeking a detail-oriented Teller to deliver exceptional client service, process transactions accurately, and support branch goals through proactive product recommendations. The role emphasizes accurate cash handling, opening both consumer and business accounts, and building lasting relationships with clients.

You will also engage in financial reviews, assist with teller duties when needed, and contribute to a broad range of banking services.

Qualifications

• High School Diploma or GED is required.
• 1 year of Teller or other banking experience preferred.
• 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 the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.
• NMLS preferred.

Responsibilities

• Provide excellent client service by acknowledging clients, identifying needs, and offering appropriate products and services.
• Engage clients in financial reviews to provide solutions and uncover needs.
• Open Consumer and Business accounts for existing and new clients.
• Support branch goals by identifying and referring bank products to internal partners.
• Maintain strong follow-through on client issues and requests.
• Assist as a resource to Client Service Specialists and cover teller functions when needed.
• Build familiarity with business, consumer, and trust accounts.

Skills

Customer service

Cash handling

Relationship building

Cross-selling

NMLS preferred

Education

High School Diploma or GED

Job description

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. 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.

Qualifications

• High School Diploma or GED, required.
• 1 year of Teller or other banking experience preferred.
• 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 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) preferred.

Compensation & Benefits

The pay range for this role is $18 to $23. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Benefits include comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an 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, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Location

Primary Location: Ability to work fully onsite at posted location(s). 805 11th Street 1st Floor Lakeport CA 95453

EEO Statement

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [e-mail].