Personal Banking & Lending Specialist

Columbia Bank; Morro Bay (CA); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Competitive Incentive Plan

Professional Development

Career Growth

Job summary

Columbia Bank is hiring a Personal Banker to deliver an exceptional client experience at our Morro Bay branch. You will identify client needs, offer appropriate consumer and small business products, and refer to partners as needed.

You will acquire new relationships, originate consumer loans, and handle teller duties when required, with a focus on expanding existing client relationships and delivering proactive service.

Qualifications

• Minimum 1 year Teller or banking experience.
• Strong knowledge of Consumer products and services.
• Demonstrated proficiency in consumer lending.
• Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) within 60 days.

Responsibilities

• Acquire new clients and expand relationships by identifying needs and offering suitable products.
• Originates consumer loans independently and with minimal assistance.
• Originates business loans independently or with minimal help.
• Open consumer and business accounts for existing and new clients.
• Refer clients to internal partners and provide proactive client service.

Skills

Banking experience

Consumer lending

Cash handling

Relationship building

Education

High School Diploma or GED

Job description

Columbia Bank is hiring a Personal Banker to deliver an exceptional client experience at our Morro Bay branch. You will identify client needs, offer appropriate consumer and small business products, and refer to partners as needed.

You will acquire new relationships, originate consumer loans, and handle teller duties when required, with a focus on expanding existing client relationships and delivering proactive service.