Relationship Banking & Lending Specialist

Columbia Bank; Antioch (CA); On-site; USD 30,000 - 39,000; Full time

Benefits offered by this job

Competitive benefits

401(k) with employer match

Paid vacation and holidays

Job summary

Columbia Bank is seeking a Personal Banker dedicated to delivering exceptional client experiences and growing relationships with individuals and small businesses. The role involves opening accounts, originating consumer loans, and collaborating with internal partners to meet client needs.

Responsibilities include engaging clients in financial reviews, referring solutions, and maintaining accuracy in cash handling while supporting branch goals.

Qualifications

• High School Diploma or GED required.
• 1 year of Teller or other banking experience required.
• In-depth knowledge of Consumer products and services.
• Demonstrated proficiency in consumer lending.
• Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations.

Responsibilities

• Open Consumer and Business accounts for existing and new clients.
• Originate Consumer loans independently and accurately; assist with small business lending.
• Refer clients to internal business partners to provide appropriate products and services.
• Engage clients in financial reviews to uncover needs and solutions.
• Provide outstanding client service and proactive problem resolution.

Skills

Client relationship building

Consumer lending

Cash handling

Cross-selling

NMLS readiness

Education

High School Diploma or GED

Job description

Columbia Bank is seeking a Personal Banker dedicated to delivering exceptional client experiences and growing relationships with individuals and small businesses. The role involves opening accounts, originating consumer loans, and collaborating with internal partners to meet client needs.

Responsibilities include engaging clients in financial reviews, referring solutions, and maintaining accuracy in cash handling while supporting branch goals.