Relationship Banking & Lending Specialist

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

Benefits offered by this job

Competitive Incentive Plan

Professional Development

Career Growth

Job summary

Columbia Bank in Sacramento is seeking a Relationship Banker who builds lasting client relationships by delivering Breakthrough Client Service Standards and offering tailored financial solutions. You will guide clients to digital and traditional banking options while collaborating with internal partners.

Responsibilities include opening deposit accounts, originating consumer and some small business loans, educating clients about Treasury Management, making outbound calls, and cultivating a

Qualifications

• High School Diploma or GED required.
• 2 years of banking or demonstrated sales experience required.
• 2 years developing current and new client relationships, achieving sales goals, and building referral sources in banking or retail environment with client service and cash handling experience required.
• 2 years in a lending function with loan origination and processing functions required.
• In-depth knowledge of Consumer and Business products and services; ability to understand cash flow and financial statements.

Responsibilities

• Open new deposit accounts and originate consumer loans in the branch.
• Originate consumer loans and some small business loans and build a loan/deposit portfolio.
• Educate customers about Treasury Management and other partner services.
• Perform proactive outbound calls and develop a pipeline of prospects.
• Support clients with digital products and services and engage in community activities.

Skills

Banking experience

Sales experience

Client relationship management

Lending knowledge

Financial analysis

Education

High School Diploma

Job description

Columbia Bank in Sacramento is seeking a Relationship Banker who builds lasting client relationships by delivering Breakthrough Client Service Standards and offering tailored financial solutions. You will guide clients to digital and traditional banking options while collaborating with internal partners.

Responsibilities include opening deposit accounts, originating consumer and some small business loans, educating clients about Treasury Management, making outbound calls, and cultivating a