Personal Banker

Columbia Bank; Roseville (CA); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

Competitive Incentive Plan

Professional Development

Career Growth

Job summary

Columbia Bank in Roseville, CA is seeking a customer-focused banking professional to join our team as a Teller/Client Services role. The position focuses on providing exceptional client service, opening consumer and business accounts, and supporting teller duties on site in Roseville.

Qualified candidates have a high school diploma, banking experience, and a passion for growing client relationships. NMLS license is preferred. This role offers competitive pay and comprehensive benefits.

Qualifications

• High School Diploma or GED required.
• 1 year Teller or banking experience preferred.
• Basic knowledge of consumer banking and business products and services offered.
• Ability to develop consumer lending skills.
• Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations.
• Proficient in expanding the client relationship to create new and existing relationships.

Responsibilities

• Provide excellent client service with prompt acknowledgement and appropriate product recommendations.
• Engage clients in client financial reviews to uncover financial needs.
• Open Consumer and Business accounts for existing and new clients.
• Assist Client Service Specialists and support teller functions when needed.
• Refer bank products to internal partners and resolve client issues promptly.

Skills

Cash handling

Customer service

Relationship building

Education

High School Diploma or GED

NMLS license (preferred)

Job description

• 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.

About The Role

• 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.

About You

• 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.

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 $18 to $25.

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).

2998 Douglas Blvd Suite 100 Roseville CA 95661

Our Benefits

We are proud to offer a competitive total rewards package including base wages and comprehensive 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. 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.

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].