Personal Banker: Grow Relationships & Lending

Columbia Banking System

Union (CA)

On-site

USD 26,000 - 39,000

Full time

7 days ago
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Benefits offered by this job

Competitive incentive plan
Professional development
Career growth
Healthcare coverage
401(k) plan and employer match
Paid vacation, sick days, holidays

Job summary

Columbia Bank is seeking a Personal Banker in Napa, CA to deliver exceptional client experience and expand relationships. You will open accounts, respond to inquiries, and refer clients to the right partners, while supporting teller duties when needed.

The role emphasizes proactive problem solving, ongoing client engagement, and building relationships with individuals and businesses in the local market.

Qualifications

  • High School Diploma or GED required.
  • 1 year of Teller or banking experience preferred.
  • Willingness to develop consumer lending skills.
  • Accurate cash handling, balance and calculations.
  • NMLS licensing preferred when possible.

Responsibilities

  • Open Consumer and Business accounts for clients.
  • Provide excellent client service and timely responses.
  • Identify needs and refer to appropriate bank partners.
  • Support teller functions when needed.
  • Proactively resolve client issues and follow standards.
  • Engage clients in financial reviews to uncover needs.

Skills

Teller experience
Customer service
Cash handling
Relationship building
NMLS licensing

Education

High School Diploma or GED

Job description

Columbia Bank is seeking a Personal Banker in Napa, CA to deliver exceptional client experience and expand relationships. You will open accounts, respond to inquiries, and refer clients to the right partners, while supporting teller duties when needed.

The role emphasizes proactive problem solving, ongoing client engagement, and building relationships with individuals and businesses in the local market.

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