Relationship Banker

About the Role Relationship Bankers build meaningful, long‑term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice, collaborating with internal Bank partners, and actively engaging clients where they prefer to bank. Relationship bankers open new deposit accounts, originate consumer and small business loans, and develop a pipeline of prospects through branch and outbound activities. They provide financial reviews, recommend solutions, follow through on commitments, resolve client issues with digital products, and support community events. Responsibilities Engage clients and prospects in financial reviews to provide solutions and uncover additional needs. Make recommendations and follow through on commitments to clients. Maintain direct contact with external and internal clients, delivering outstanding service in alignment with the bank’s standards. Primary associate in the branch to open new deposit accounts and to originate consumer loans and some small business loans. Educate customers about services from internal partners such as Treasury Management. Perform proactive outbound phone calls to current and prospective consumers and small business customers. Partner with the branch Manager for outbound business development meetings in the community. Develop a pipeline of prospects from in‑branch and outbound activities. Independently support and resolve client issues with digital products and services. Support community events, including those outside business hours, on weekends, and through volunteerism. Qualifications High School Diploma or GED (required). Minimum 2 years of banking and/or demonstrated sales experience. Minimum 2 years of developing current and new client relationships, achieving sales goals, and building referral sources in a banking or retail environment with client service and cash handling experience. Minimum 2 years in a lending function with loan origination and processing functions. In‑depth knowledge of Consumer and Business products and services. Demonstrated proficiency in consumer lending and basic business lending skills. Ability to understand cash flow, financial statements, and market risk. Desire and ability to build upon technology skills across delivery channels (online banking, Bill Pay, E‑Statements, mobile banking, ATM, and business banking applications). May be required to act as a Bank MLO (must register under the SAFE Act); not authorized as a Bank Closed‑End MLO. Pay Competitive incentive plan, base wage range $21.26 – $30.60, eligible for performance‑based incentive compensation. Location Ability to work fully onsite at 4957 Katella Ave Suite B, Cypress, CA 90720. Benefits Comprehensive healthcare coverage (medical, dental, vision). 401(k) retirement savings plan with employer match. Employee assistance program. Life insurance, disability insurance, tuition assistance. Mental health resources, identity theft protection, legal support. Auto and home insurance, pet insurance. Online discount marketplace access. Paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following hire for associates scheduled 30+ hours weekly. EEO Statement 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. #J-18808-Ljbffr Columbia Bank