Relationship Banker: Grow Client Portfolios & Serve Communities

Columbia Bank; Paso Robles (CA); Sur place; USD 30 000 - 36 000; Plein temps

Avantages offerts par ce poste

Comprehensive healthcare coverage (med

401(k) with employer match

Tuition assistance

Life insurance

Disability insurance

Mental health resources

paid vacation

Volunteer days

Holidays

Résumé du poste

Columbia Bank in Paso Robles, CA is hiring a Relationship Banker who builds long-term client relationships by delivering Breakthrough Client Service Standards and offering customized financial solutions. You will open new deposit accounts, originate consumer loans, and educate clients about digital and traditional banking options.

You will also conduct client reviews, perform outbound calls, and participate in community involvement, with a focus on growing a loan and deposit portfolio.

Qualifications

• 2 years of banking and/or demonstrated sales experience required.
• 2 years developing current and new client relationships, achieving sales goals in banking or retail with client service and cash handling experience.
• 2 years in a lending function with loan origination and processing functions required.
• In-depth knowledge of Consumer and Business products and services.
• Demonstrated proficiency in consumer lending and basic business lending skills.
• Ability to understand cash flow, financial statements, and market risk.

Responsabilités

• Open new deposit accounts and originate consumer loans.
• Originate consumer loans and some small business loans and manage a loan and deposit portfolio.
• Educate customers about services originated by internal partners such as Treasury Management.
• Perform proactive outbound calls to current and prospective consumer and small business customers.
• May partner with branch Manager to do outbound business development meetings in the community.
• Develops a pipeline of prospects from in-branch and outbound activities.
• Independently support and resolve client issues with digital products and services.

Connaissances

Client relationship building

Sales experience

Banking knowledge

Lending knowledge

Cash handling

Digital banking literacy

Formation

High School Diploma or GED

Description du poste

Columbia Bank in Paso Robles, CA is hiring a Relationship Banker who builds long-term client relationships by delivering Breakthrough Client Service Standards and offering customized financial solutions. You will open new deposit accounts, originate consumer loans, and educate clients about digital and traditional banking options.

You will also conduct client reviews, perform outbound calls, and participate in community involvement, with a focus on growing a loan and deposit portfolio.