Community Banker I - Ojai

Bank of the Sierra•Ojai, CA

About The Position

The Community Banker role is a progressive branch career path with increasing responsibility for customer service, teller transactions, account opening, operational controls, relationship support, and branch leadership. Community Banker I focuses on foundational branch service: creating a welcoming customer experience, accurately processing routine teller transactions, opening basic consumer accounts, and recognizing opportunities to connect customers with appropriate bank solutions. The role operates within defined procedures, protects customer information, demonstrates attention to detail, and escalates exceptions, risk concerns, or complex needs with awareness of policy and customer impact. Responsibilities are cumulative by level. Advancement is based on demonstrated proficiency, policy and compliance adherence, sound judgment, customer service capability, and readiness to assume broader responsibility with greater independence. The position operates in a professional office environment and routinely uses standard office equipment. The work environment is usually moderately noisy. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Requirements

  • High school diploma or equivalent required.
  • Strong customer service, communication, professionalism, and ability to interact tactfully with customers and employees.
  • Accuracy, attention to detail, confidentiality, risk awareness, and adherence to policies, procedures, dual-control requirements, and regulatory expectations.
  • Ability to identify customer needs, explain products and services, make appropriate referrals, and deepen customer relationships.
  • Cash handling, teller operations, account opening, branch systems, quality assurance, and operational reporting knowledge appropriate to the level.
  • Ability to manage priorities, meet deadlines, support branch coverage, and contribute to a positive team environment.
  • Working knowledge of Microsoft Office Suite and ability to navigate multiple computer systems.
  • Related banking, branch operations, customer service, sales, account opening, cash handling, or leadership experience is preferred based on level.
  • Level placement is based on demonstrated proficiency, operational knowledge, customer service capability, risk judgment, coaching ability, and readiness to assume broader responsibility.
  • Physical requirements include frequently standing, handling or feeling with the hands, reaching with hands and arms, and talking or hearing; occasionally walking and sitting; frequently lifting and/or moving up to 10 pounds and occasionally lifting and/or moving up to 25 pounds; and close vision and ability to adjust focus.

Nice To Haves

  • Related banking, branch operations, customer service, sales, account opening, cash handling, or leadership experience, depending on level.

Responsibilities

  • Provides professional customer service, processes teller transactions, resolves routine service requests, and refers customers to appropriate bank products, services, or business partners.
  • Opens and maintains deposit accounts, completes required documentation, explains account features, and supports customer needs through accurate and confidential handling of information.
  • Maintains cash drawer accuracy and supports vault, ATM, wire, callback, balancing, certification, and operational reporting activities as assigned and appropriate to level.
  • Follows bank policies, procedures, security practices, dual-control requirements, compliance expectations, fraud prevention standards, and confidentiality requirements.
  • Identifies customer needs, promotes relationship-building, supports referrals and cross-sell opportunities, and contributes to branch goals and a positive customer experience.
  • Performs other duties and provides support to other branches, the retail network, community, training, or operational initiatives as needed.
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