Personal Banker

Columbia Bank • Antioch, CA • 4h ago

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.

Makes recommendations and follows 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 $20.25 to $26.

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).

3700 Lone Tree Way Antioch CA 94509

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://careers@columbia.com

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.

Similar Jobs

Senior CRE Underwriter

Columbia Bank • Walnut Creek, CA • 4h ago

Finance, Accounting & Banking

About the Role: Underwrites and prepares credit presentations for complex Commercial Real Estate (CRE) loans. Assists Relationship Managers (RMs) in the monitoring of a large loan portfolio consisting of complex CRE prod...

4h ago

Go to Apply

Teller - Part Time 20 Hours

Columbia Bank • Concord, CA • 4h ago

Finance, Accounting & Banking

About the Role: As the first point of contact for most clients, the Teller plays a key role in delivering on the bank's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Ma...

4h ago

Go to Apply

Teller - 30 Hours

Columbia Bank • Walnut Creek, CA • 4h ago

Finance, Accounting & Banking

4h ago

Go to Apply

Senior Accountant

Vagaro • Pleasanton, CA • 15h ago

Finance, Accounting & Banking

Why Vagaro? At Vagaro, we believe in fostering a collaborative and inclusive work environment where every team member can thrive. Our culture is built on innovation, continuous learning, and a passion for making a positi...

15h ago

Go to Apply

Senior Finance Accountant - Leading Bank Institution

Robert Half • Dublin, CA • 20h ago

Finance, Accounting & Banking

Description Senior Accountant About the Role We're seeking a talented Senior Accountant to support core operational accounting, general ledger reconciliations, and financial control activities. In this role, you'll apply...

20h ago

Go to Apply

CPQ Consultant - Financial Services

Accenture • Walnut Creek, CA • 1d ago

Finance, Accounting & Banking

We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience plat...

1d ago

Go to Apply

CPQ Manager - Financial Services

Accenture • Walnut Creek, CA • 1d ago

Finance, Accounting & Banking

We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance.? Our capabilities span ideation to execution: growth, product and experience design; technology and experience pla...

1d ago

Go to Apply

Bookkeeper

Robert Half • Walnut Creek, CA • 2d ago

Finance, Accounting & Banking

Description We're seeking a detail-oriented Bookkeeper for immediate placement in Walnut Creek. The Bookkeeper will manage day-to-day financial transactions, maintain ledgers, and help ensure regulatory compliance. This...

2d ago

Go to Apply

Senior Accountant at Financial Institution

Robert Half • Pleasanton, CA • 2d ago

Finance, Accounting & Banking

Description Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Accountant | Financial Institution | Pleasanton | Hybrid Join a well-established financial institution known...

2d ago

Go to Apply

Accounts Receivable

Robert Half • San Ramon, CA • 2d ago

Finance, Accounting & Banking

Description Accounts Receivable Specialist - San Ramon Join a dynamic team with a leading firm in the East Bay! The Accounts Receivable Specialist will be responsible for managing invoicing, collections, and payment proc...

2d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.