Personal Banker

Tri Counties BankCottonwood, CA
92d$18 - $21

About The Position

We, at Tri Counties Bank, still believe in the vision of the helpful and caring Community Banker. As a Personal Banker you will establish and grow relationships of trust with Tri Counties Bank's customers by listening to them with attention and care, learning about their financial circumstances, assisting them with transactions, and expertly introducing them to products and services that address their needs and goals.

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 Consumer Checking Accounts, Consumer Savings Accounts, Certificates Of Deposit, Online Banking, Bill Pay, Mobile Banking, Debit Cards, and Overdraft Privilege Coverage.
  • Continuously update a customer relationship management database with records of all customer interactions.
  • Maintain collaborative relationships with other Tri Counties Bank financial services professionals.
  • Begin with a personal welcome to everyone who calls or comes into a branch.
  • 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 financial needs and goals are fulfilled.
  • Maintain accurate sales records and regularly review sales results with Branch Manager.
  • Ensure that all customer transactions are handled accurately and timely according to guidelines.
  • Maintain a current understanding of Bank policies and procedures.
  • Ensure compliance with regulations including Bank Secrecy Act, USA PATRIOT Act, and others.
  • Assist in training branch team members on product knowledge and skill development.
  • Assist other team members in non-primary assigned duties whenever necessary.

Benefits

  • Competitive total compensation package based on pay scale.
  • Incentive opportunities.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Credit Intermediation and Related Activities

Education Level

High school or GED

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