Personal Banker

Columbia Bank; Novato (CA); On-site; USD 33,000 - 39,000; Full time

Benefits offered by this job

Competitive incentive plan

Premier banker programs

Career growth opportunities

Job summary

Columbia Bank in Novato, CA is seeking a Personal Banker to deliver exceptional client experiences and grow client relationships through needs-based conversations, product recommendations, and referrals to partners.

Responsibilities include opening consumer and business accounts, originating consumer and small business loans, handling cash accurately, and maintaining a high level of service per Breakthrough Client Experience Standards; NMLS within 60 days.

Qualifications

• High School Diploma or GED required.
• 1 year of Teller or other banking experience required.
• In-depth knowledge of Consumer products and services and consumer lending.
• Ability to accurately handle cash, balance accounts and drawers, and perform calculations.
• Pursue NMLS licensing within 60 days.

Responsibilities

• Deliver exceptional client experiences per Breakthrough Client Experience Standards.
• Open Consumer and Business accounts for new and existing clients.
• Originate consumer loans and some small business lending opportunities.
• Engage clients in financial reviews to identify needs and provide solutions.
• Refer clients to internal partners and support teller functions when needed.

Skills

Customer service

Cash handling

Sales skills

Communication

Education

High School Diploma or GED

Job description

About the Role:

The Personal Banker is responsible for delivering an exceptional client experience by adhering to the bank’s 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 and some small business 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. 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.

About You:

High School Diploma or GED, required. 1 year of Teller or other banking experience required. 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. Be a part of a bank that invests in you!

Competitive Incentive Plan:

Earn rewards that match your efforts.

Professional Development:

Grow your skills with our tailored premier banker programs.

Career Growth:

Clear paths to achieve your professional goals.

The pay range for this role is $24 - $28. 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.

Primary Location:

Ability to work fully onsite at posted location(s). 999 Grant Avenue 1st Floor Novato CA 94945

Our Benefits:

We offer eligible associates 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.

Our Commitment to Diversity:

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].

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

At Columbia Bank, we’re redefining what it means to bank and to build a career.

As the West’s premier banking experience, we combine the strength and scale of a leading financial institution with the heart and mindset of a community bank. With more than 350 locations across eight states, we deliver relationship‑based service backed by regional expertise and resources that help families and businesses thrive. Our culture is built on Do RIGHT, which means: Relationships: We create authentic connections with customers, colleagues, and communities. Impact: Every role here makes a meaningful difference in people’s lives and local economies. Growth: We invest in your success with career development, mentorship, and learning opportunities. Heart: In the, What? wait… maybe truncated? To check further: Actually article is included. Trust: Integrity and transparency guide everything we do.

Why work for Columbia Bank?

A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity. A culture of belonging and purpose, where your ideas matter and your work has impact. Competitive benefits and flexibility designed to help you thrive personally and professionally. Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives.

Ready to Do RIGHT for your career, your community, and your future? Explore opportunities and join Columbia Bank today.