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Personal Banker
full-timeEureka$0k - $0k

Summary

Location

Eureka

Salary

$0k - $0k

Type

full-time

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About this role

About the Role:

 

The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending opportunities.

 

  • Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner.

  • Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.

  • Make recommendations and follow through on commitments to clients.

  • Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.

  • Opens Consumer and Business accounts for existing and new clients.

  • Acts as a resource to the Client Service Specialists by contributing to the team environment and filling in on teller functions (including cash transactions) when needed.

  • Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners.

  • Stays current on products and procedures.

  • Resolves client issues and requests, exhibiting strong follow-through.

  • Building familiarity with business, consumer, and trust entities.

  • Other responsibilities as assigned.

 

About You:

 

  • High School Diploma or GED, required.

  • 1 year of Client Service Specialist (Teller) or other banking experience preferred.

  • Basic knowledge of consumer banking and business products and services offered.

  • Ability and desire to actively develop consumer lending skills.

  • Ability to follow Standard Operating Procedures.

  • Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations.

  • Ability to complete multiple and varying client requests in a timely manner.

  • Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.

  • Familiar with state laws and regulations related to products and services.

  • Requires reading, writing and basic math skills.

  • Ability to lift up to 25 pounds.

  • Ability to stand for extended periods of time.

  • Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) preferred.

 

Be a part of a bank that invests in you!

 

  • Competitive Incentive Plan: Earn rewards that match your efforts.

  • Professional Development: Grow your skills with our tailored premier banker programs.

  • Career Growth: Clear paths to achieve your professional goals.

The pay range for this role is $18 to $23.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Primary Location: Ability to work fully onsite at posted location(s).

701 Fifth Street 1st Floor Eureka CA 95501

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

 

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: http://[email protected]

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Other facts

Tech stack
Client Service,Consumer Lending,Problem Resolution,Cash Handling,Account Balancing,Financial Review,Relationship Building,Product Knowledge,Standard Operating Procedures,Communication Skills,Time Management,Sales Skills,Regulatory Knowledge,Team Collaboration,Customer Engagement,Follow-Through

About Columbia Bank

Umpqua Bank has officially changed to Columbia Bank, follow us on LinkedIn to stay updated.

Team size: 5,001-10,000 employees
LinkedIn: Visit
Industry: Banking

What you'll do

  • The Personal Banker is responsible for delivering exceptional client experiences and expanding client relationships by identifying needs and offering appropriate products and services. They also engage clients in financial reviews and support the branch's goals by referring clients to internal business partners.

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Frequently Asked Questions

What does Columbia Bank pay for a Personal Banker?

Columbia Bank offers a competitive compensation package for the Personal Banker role. The salary range is USD 0k - 0k per year. Apply through Clera to learn more about the full compensation details.

What does a Personal Banker do at Columbia Bank?

As a Personal Banker at Columbia Bank, you will: the Personal Banker is responsible for delivering exceptional client experiences and expanding client relationships by identifying needs and offering appropriate products and services. They also engage clients in financial reviews and support the branch's goals by referring clients to internal business partners..

Why join Columbia Bank as a Personal Banker?

Columbia Bank is a leading Banking company. The Personal Banker role offers competitive compensation.

Is the Personal Banker position at Columbia Bank remote?

The Personal Banker position at Columbia Bank is based in Eureka, California, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Personal Banker position at Columbia Bank?

You can apply for the Personal Banker position at Columbia Bank directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Columbia Bank on their website.