Personal Banker II or Senior Banker

Tri Counties Bank•Shasta Lake, CA

About The Position

Tri Counties Bank is hiring a Personal Banker II or Senior Banker to build and maintain consumer and business banking relationships founded on purpose, value, and trust. The role involves understanding customers’ financial circumstances and goals, anticipating future needs, and connecting customers with suitable bank products, services, and specialists. The Senior Banker also leads collaborative relationship-building efforts and coaches branch team members. The position includes frequent customer conversations, explaining and presenting bank products and services, recording customer interactions in a relationship management database, and partnering with professionals in areas such as mortgage lending, investments, commercial lending, treasury management, and merchant services. The role also handles customer transactions, maintains knowledge of bank policies and regulations, and contributes to branch sales and service goals. The hiring range is $20.00 to $26.00 per hour, with incentive opportunities. Total compensation may vary by location and is commensurate with qualifications and experience. The job description introduces comprehensive benefits and career growth opportunities but does not specify individual benefits.

Requirements

High school diploma or GED.
Effective verbal and written communication skills.
Ability to use personal computers and Windows-based programs.
Ability to successfully complete Bank product and sales training courses and appropriate certifications.
Ability to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS).
For Senior Banker: Above-average working knowledge of bank products and consumer lending.
For Senior Banker: Previous experience with bank sales as a Personal Banker.
For Senior Banker: Ability to lead and direct others.

Nice To Haves

Previous sales experience.
Previous cash-handling experience.

Responsibilities

Welcome customers who call or visit the branch and make them feel valued.
Use customer interactions to understand individual financial needs and goals.
Explain Tri Counties Bank services, products, and partners, and recommend appropriate solutions.
Follow through on commitments to help fulfill customers’ financial needs and goals.
Conduct approximately 12 or more customer conversations daily.
Present consumer checking and savings accounts, certificates of deposit, online banking, bill pay, mobile banking, debit cards, and overdraft privilege coverage.
Record customer interactions in the customer relationship management database, including in-person, telephone, and other communications.
Collaborate with financial services professionals in mortgage lending, investment advisory, commercial lending, business corporate and purchasing cards, treasury management, merchant card services, and direct banking.
Maintain accurate sales records, review sales results with the Branch Manager, and prepare action plans to meet or exceed sales objectives.
Accurately and promptly handle customer transactions, including check cashing, cash deposits, loan payments, and counting currency and coin.
Maintain current knowledge of bank policies, procedures, and applicable regulations, and ensure compliance.
Assist with training branch team members on product knowledge and skill development as needed.
Assist team members with duties outside primary assignments and perform other work-related duties as assigned.
For Senior Banker: Collaborate with business partners through personal joint-calling efforts to acquire, expand, and retain customer relationships.
For Senior Banker: Coach and develop branch team members in product knowledge, relationship building, partner collaboration, and skills.