About The Position

Tri Counties Bank is hiring a Personal Banker or Senior Banker to provide customer-focused banking services in a branch. Personal Bankers welcome customers, handle teller services and new account openings, build trusted relationships, identify customers’ financial needs and goals, and recommend appropriate bank products and services. Senior Bankers deepen existing relationships, establish new consumer and business accounts, and use active listening, thoughtful questions, and rapport-building to understand customers’ current and future financial needs. Senior Bankers are also expected to have above-average knowledge of bank products and consumer lending and the ability to lead and direct others. The role includes handling customer transactions, explaining consumer banking products and digital services, recording customer interactions in a customer relationship management database, and collaborating with colleagues who provide specialized financial services. Bankers maintain accurate sales records, review results with the Branch Manager, and take appropriate steps toward sales objectives. They follow bank policies and procedures, comply with applicable regulations, assist with team training when needed, and help with other duties as assigned. The hiring range is $19.50 to $25.00 per hour, with incentive opportunities. A $1,000 sign-on bonus is available and is paid in the first full payroll processed after the start date; full details are available upon request. The range may vary by location and is commensurate with qualifications and experience. Tri Counties Bank is a California community bank established in 1975 and headquartered in Chico. It is a wholly owned subsidiary of TriCo Bancshares, with corporate offices in Roseville, South San Francisco, and Bakersfield. The bank serves individuals and businesses across California through more than 75 locations, mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide. The company describes its commitment to local bankers and decision-making, corporate philanthropy, community engagement, employee volunteerism, and investment in communities.

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 Licensing System and Registry (NMLS).
  • For Senior Banker, all listed Personal Banker requirements, plus an 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 a branch and make them feel valued.
  • Use customer interactions to understand individual financial needs and goals.
  • Explain Tri Counties Bank services, products, and partner offerings, and recommend appropriate solutions.
  • Build and deepen trusted relationships with existing and prospective customers, including establishing consumer and business accounts.
  • Handle teller and other customer transactions accurately and promptly, including check cashing, cash deposits, loan payments, and counting currency and coin.
  • Present features and benefits of 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 interactions in person, by telephone, and through other communication modes.
  • Maintain collaborative relationships with colleagues providing specialized financial services, including mortgage lending, investment advisory, commercial lending, business and purchasing cards, treasury management, merchant card services, and direct banking.
  • Maintain accurate sales records, review sales results with the Branch Manager, and prepare and follow an action plan to meet or exceed sales objectives.
  • 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 when necessary.
  • Assist team members with non-primary duties and perform other work-related duties as assigned.
  • For Senior Banker, lead and direct others.

Benefits

  • Comprehensive benefits are mentioned, but individual benefit offerings are not specified.
  • Incentive opportunities.
  • $1,000 sign-on bonus opportunity, paid in the first full payroll processed after the start date.
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