Jobs · Finance · California

Personal Banker I

Columbia Bank · Murrieta, CA · 1 mo ago
Finance$18–$23/hrFull-time

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.

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

Building familiarity with business, consumer, and trust entities.

About You

  • High School Diploma or GED, required.
  • 1 year of 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.
  • Able to accurately handle cash, balance accounts and drawers, and perform accurate calculations.
  • 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.
  • Able to obtain a Nationwide Multistate Licensing and Registry (NMLS) preferred.

Pay & Benefits

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.

Our Benefits:

  • Comprehensive healthcare coverage (medical, dental, and vision plans)
  • 401(k)-retirement savings plan with employer match for qualifying associate contributions
  • 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
  • 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.

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