Personal Banker

Columbia Banking System; Walnut Creek (CA); On-site; USD 30,000 - 39,000; Full time

Benefits offered by this job

Competitive incentive plan

Professional development

Career growth

Comprehensive benefits

On-site work

Job summary

Columbia Bank in Walnut Creek, CA is hiring a Personal Banker to deliver exceptional client experiences on site. You will acquire new clients, expand relationships, open accounts, and assist with cash transactions.

You will originate consumer loans and explore small business lending, respond to inquiries, and participate in client financial reviews. A HS diploma and 1 year banking experience are required; NMLS within 60 days is expected.

Qualifications

• High School Diploma or GED is 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 and balance drawers.
• Must obtain NMLS within 60 days.

Responsibilities

• Acquire new and expand existing client relationships by identifying needs and offering appropriate products.
• Open Consumer and Business accounts for clients and refer to internal partners as needed.
• Originate Consumer loans independently and assist with small business lending opportunities.
• Provide proactive solutions and respond to inquiries in a timely manner.
• Engage in client financial reviews to uncover additional financial needs.
• Assist Teller by handling cash transactions when required.

Skills

Customer service

Proactive client engagement

Consumer lending knowledge

Cash handling

Relationship building

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 $22 - $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).1333 North California Blvd Suite SL-30 Walnut Creek CA 94596Our 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] .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.