Personal Banker II or Senior Banker

Tri Counties Bank•Shasta Lake, CA

8d•$20 - $26•Onsite

About The Position

The Personal Banker II's primary mission is to build banking relationships with members of the community based on purpose, value, and trust. This role involves understanding customers' current financial state and anticipating their future needs to assist them with suitable financial products and solutions. Partnership with other Tri Counties Bank professionals is key to creating a distinguished banking experience. The Senior Banker role brings to life Tri Counties Bank’s vision of a community-focused financial institution by maintaining and deepening relationships with existing customers and establishing new consumer and business accounts. This role requires strong interpersonal skills to understand customer needs and anticipate future requirements, positioning the banker as an expert in financial services and an advocate for customer financial well-being.

Requirements

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).
Above average working knowledge of Bank products and consumer lending.
Previous experience with bank sales as a Personal Banker.
Ability to lead and direct others.

Nice To Haves

Previous sales and cash handling experience.

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 knowledge about Tri Counties Bank services, products, and partners to help customers save money, make more money, or make their banking more convenient.
Employ appropriate solutions for customers. Follow through and honor commitments to ensure their financial needs and goals are fulfilled.
Be a leader by living the One Team concept which includes personal joint calling efforts by collaborating with business partners to acquire, expand, and retain customer relationships.
Coach and develop branch team members on product knowledge, relationship building, partner collaboration, and skill development.
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, Reh 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.