Personal Banker

About The Role

The Person al Banker is responsible for delivering an exceptional client experience by adhering to our Breakthrough Client Experience Standards. They 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. They also uncover and originate 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.
• Maintain direct contact with external and internal clients and consistently provide proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.
• Open consumer and business accounts for existing and new clients.
• Act 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.
• Support the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners.
• Stay current on products and procedures.
• Resolve client issues and requests, exhibiting strong follow-through.
• Build familiarity with business, consumer, and trust entities.
• Other responsibilities as assigned.

• 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.

• 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 $19.07 - $26.00.

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

201 Western Avenue Petaluma CA 94952

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.

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:

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.

Entry level

Full-time

• Finance and Sales
• Banking