Relationship Banking Advisor: Loans & Financial Solutions

Columbia Banking System; Rocklin (CA); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Competitive incentive plan

Professional development

Career growth

Comprehensive benefits

Job summary

Columbia Bank in Rocklin, CA is seeking a Relationship Banker to build lasting client relationships and provide tailored financial solutions. You will open accounts, originate consumer loans, and educate customers on digital and traditional banking tools while actively engaging with the community.

The role requires at least 2 years in banking or sales, strong relationship skills, and lending proficiency, with onsite work at the Rocklin location.

Qualifications

• 2 years banking and/or sales experience required.
• 2 years developing client relationships and achieving sales goals.
• Experience with lending, loan origination or processing preferred.
• Ability to read cash flow and financial statements.

Responsibilities

• Open new deposit accounts and originate consumer loans.
• Build and maintain a loan and deposit portfolio.
• Educate customers on digital and traditional banking solutions.
• Conduct outbound calls and community outreach for business development.
• Provide proactive support for digital banking services.

Skills

Customer service

Sales experience

Lending knowledge

Banking products

Education

High School Diploma or GED

Job description

Columbia Bank in Rocklin, CA is seeking a Relationship Banker to build lasting client relationships and provide tailored financial solutions. You will open accounts, originate consumer loans, and educate customers on digital and traditional banking tools while actively engaging with the community.

The role requires at least 2 years in banking or sales, strong relationship skills, and lending proficiency, with onsite work at the Rocklin location.