Personal Banker - Redding Lake Blvd

Tri Counties Bank • Redding, CA

420d • $37,440 - $43,680

About The Position

The Personal Banker at Tri Counties Bank is responsible for establishing and nurturing customer relationships by understanding their financial needs and providing tailored banking solutions. This role emphasizes customer service, sales, and compliance with banking regulations, while also contributing to the overall success of the branch through effective communication and teamwork.

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).

Responsibilities

• Conduct an average of approximately 12 or more customer conversations daily.
• Present to customers the features and benefits of various banking products including checking and savings accounts, certificates of deposit, online banking, and mobile banking.
• Continuously update a customer relationship management database with records of all customer interactions.
• Maintain collaborative relationships with other financial services professionals within the bank.
• Begin with a personal welcome to every customer who calls or visits the branch.
• Use customer interactions to understand their financial needs and goals.
• Share knowledge about bank services and products to help customers save money and make banking more convenient.
• Employ appropriate solutions for customers and follow through on commitments to meet their financial needs.
• Maintain accurate sales records and review results with the Branch Manager.
• Ensure all customer transactions are handled accurately and timely according to guidelines.
• Maintain a current understanding of bank policies, procedures, and compliance regulations.
• Assist in training branch team members on product knowledge and skill development.

Benefits

• Comprehensive benefits package including competitive pay and incentive opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees