Personal Banker I

Columbia Bank; Napa (CA); On-site; USD 26,000 - 39,000; Full time

Benefits offered by this job

Competitive Incentive Plan

Professional Development

Career Growth

Job summary

Columbia Bank in Napa, CA is seeking a Personal Banker to deliver exceptional client experience by following Breakthrough Client Experience Standards. You will acquire new clients and expand existing relationships by asking questions, offering products, and referring to partners as needed.

You will also identify consumer lending opportunities, handle cash accurately, open accounts, and support teller functions while building familiarity with business, consumer, and trust banking.

Qualifications

• High School Diploma or GED required.
• 1 year Teller or banking experience preferred.
• Basic knowledge of consumer banking and business products/services.
• Ability and desire to develop consumer lending skills.
• Ability to handle cash, balance accounts/drawers, and perform calculations.
• Proficient in expanding client relationships and partnerships.
• NMLS licensing preferred.

Responsibilities

• Provide excellent client service by acknowledging and offering appropriate products/services and responding to inquiries.
• Engage clients in client financial reviews to uncover needs and provide solutions.
• Make recommendations and follow through on commitments to clients.
• Maintain contact with clients and provide proactive solutions and problem resolutions.
• Open Consumer and Business accounts for existing and new clients.
• Assist Client Service Specialists and fill in on teller functions when needed.
• Support the branch in identifying and referring bank products to internal partners.
• Resolve client issues with strong follow-through.
• Build familiarity with business, consumer, and trust entities.

Skills

High School Diploma

Teller experience

Banking product knowledge

Consumer lending interest

Cash handling accuracy

Relationship expansion

NMLS preferred

Education

High School Diploma or GED

Job description

About the Role

The Personal Banker is responsible for delivering exceptional client experience by adhering to our 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 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.
• 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 $19 - $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).

3626 Bel Aire Plaza Napa CA 94558

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].