Personal Banker I or II at Tri Counties Bank

, California, United States -

Full Time

Start Date

Immediate

Expiry Date

31 Jul, 26

Salary

23.0

Posted On

02 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer service, Sales, Cash handling, Relationship management, Financial product knowledge, Communication skills, Database management, Regulatory compliance, Banking procedures, Problem solving, Attention to detail, Team collaboration

Industry

Banking

Description

Come to work for a company you can be proud to work for...and enjoy fantastic, comprehensive benefits. The hiring range for this opportunity is $20.00 to $23.00 along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience. POSITION SUMMARY & MISSION – Personal Banker We, at Tri Counties Bank, still believe in the vision of the helpful and caring Community Banker. As a Personal Banker you will establish and grow relationships of trust with Tri Counties Bank’s customers by listening to them with attention and care, learning about their financial circumstances, assisting them with transactions, and expertly introducing them to products and services that address their needs and goals. SCOPE & COMPLEXITY Conduct an average of approximately 12 or more customer conversations daily. Present to customers the features and benefits of: * Consumer Checking Accounts * Consumer Savings Accounts * Certificates Of Deposit * Online Banking * Bill Pay * Mobile Banking * Debit Cards * Overdraft Privilege Coverage Continuously update a customer relationship management database with records of all customer interactions, whether in person, by telephone, or other modes of communication. Maintain collaborative relationships with other Tri Counties Bank financial services professionals providing specialized services in: * Home mortgage lending * Investment Advisory * Commercial Lending * Business Corporate & Purchasing Cards * Treasury Management * Merchant Card Services * Direct Banking MAJOR RESPONSIBILITIES * Begin with a personal welcome to everyone who calls or comes into a branch. Show the customer they are valued. * Use every customer interaction as an opportunity to have quality conversations and individually understand the financial needs and goals of our customers. * Share your knowledge about Tri Counties Bank services, products, and partners to help your customers’ save money, make more money or make their banking more convenient. * Employ appropriate solutions for your customers. Follow through and honor commitments to ensure their financial needs and goals are fulfilled OTHER RESPONSIBILITIES * Maintain accurate sales records and regularly reviews sales results with Branch Manager and prepares an action plan taking appropriate steps to meet/exceed sales objectives. * Ensure that all customer transactions, ranging from check cashing to cash depositing to loan payments to counting currency and coin, are handled accurately and timely according to guidelines. * Maintain a current understanding of Bank policies and procedures. * Maintain a current understanding of and ensure compliance with regulations that include but are not limited to: Bank Secrecy Act, USA PATRIOT Act, suspicious activity reporting, Reg B/fair Lending, Reg Z/Trust in Lending, Reg DD/Trush in Savings, Expedited Funds Availability Act, Gramm-Leach-Bliley Act, Community Reinvestment Act and the SAFE Act. * Assist in training branch team members, on product knowledge and skill development when necessary. * Assist other team members in non-primary assigned duties whenever necessary and perform other work-related duties as assigned. EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED * High school diploma or GED required. * Previous sales and cash handling experience, preferred. * Effective verbal and written communication skills. * Ability to utilize personal computers and Windows based programs. * Able to successfully complete Bank product and sales training courses and appropriate certifications. * Able to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS). PHYSICAL REQUIREMENTS * May be required to lift up to 25 pounds. Company Profile Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide. As California's Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members. Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Age/Disability/Veteran. Careers-TCB-Notice-of-Collection.pdf [https://www.tcbk.com/application/files/6216/7285/6509/Careers-TCB-Notice-of-Collection.pdf]

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

The Personal Banker is responsible for building customer relationships by understanding their financial needs and introducing appropriate banking products and services. They must also ensure accurate processing of daily transactions and maintain compliance with all banking regulations.