Personal Banker

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

Benefits offered by this job

Competitive Incentive Plan

Professional Development

Career Growth

Healthcare coverage

401(k) with employer match

Paid vacation and sick days

Job summary

Columbia Bank is looking for a Personal Banker in Templeton, California. The role involves delivering exceptional client service, acquiring new clients, and expanding existing relationships. You'll engage clients in financial reviews and handle consumer lending.

Qualifications include a High School Diploma or GED and one year of relevant banking experience. The position offers a competitive salary between $18.00 and $23.00 based on experience, along with various benefits and incentives to support your professional growth.

Qualifications

• 1 year of Teller or other banking experience required.
• In-depth knowledge of Consumer products and services.
• Proficient in expanding client relationships and creating new ones.

Responsibilities

• Provide excellent client service and respond to inquiries promptly.
• Open Consumer and Business accounts for clients.
• Originate Consumer loans independently.
• Engage clients in financial reviews to uncover needs.

Skills

Client service

Cash handling

Relationship management

Consumer lending

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.
• Maintain direct contact with external and internal clients and consistently provide proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.
• Open Consumer and Business accounts for existing and new clients.
• Originate Consumer loans independently and accurately.
• Originate business loans independently or with minimal assistance.
• Act as a resource to the Teller by contributing to the team environment and filling in on teller functions (including cash transactions) when needed.
• Support 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.

Pay and Incentives

The pay range for this role is $18.00 - $23.00. 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

• 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.
• Competitive total rewards package including base wages and comprehensive benefits:
• Eligible associates comprehensive healthcare coverage (medical, dental, and vision plans)
• 401(k)–retirement savings plan with employer match for qualifying associate contributions
• Employee assistance program, life insurance, disability insurance
• Tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, online discount marketplace
• 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.

Primary Location

624 S. Main Street Suite 101‑B Templeton CA 93465

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].