Personal Banker I or II

Orland • Orland, CA

3d

About The Position

As a Personal Banker, you provide service to community members visiting the branch for teller transactions and new account openings. You build customer relationships based on purpose, value, and trust by understanding customers’ financial circumstances, identifying appropriate banking solutions, and presenting products that address their needs and goals.

The role performs teller and account-opening transactions, provides high-quality customer service, and uses consultative conversations to identify financial needs. Personal Bankers develop knowledge of the Bank’s products, services, policies, procedures, and controls; recommend appropriate solutions; and follow through on customer commitments. The role also supports branch operations and must comply with applicable banking laws, regulations, and institutional requirements.

The position requires a high school diploma or GED and the ability to be registered as an MLO on NMLS. Role-specific procedures and systems are commonly learned through on-the-job training and internal product and sales training courses. The stated hiring range is $19.10 to $25.00 per hour, with incentive opportunities. Compensation may vary by location and is commensurate with qualifications and experience.

Requirements

• High school diploma or GED.
• Ability to be registered as an MLO on NMLS.
• Typically requires some previous customer-facing and cash-handling experience; the posting describes this as often approximately 0–1 year in retail service, cash handling, or a financial services setting.
• Cash handling, transaction accuracy, and attention to detail, including balancing a cash drawer and accurately processing deposits, withdrawals, payments, and account servicing.
• Customer service and professional communication skills, including active listening, clear explanations, de-escalation, and providing a consistent service experience.
• Ability to assess customer needs, ask effective questions, identify goals, and recommend appropriate products or services within guidelines.
• Working knowledge of consumer banking products and features, including deposit accounts, basic lending and payments, digital banking tools, fees, eligibility, and disclosures.
• Operational discipline and follow-through, including documenting actions, meeting commitments, using systems correctly, and partnering with peers or other locations.
• Awareness of frontline banking regulatory and policy requirements, including BSA/AML red flags, escalation, privacy expectations, and applicable consumer compliance requirements.

Responsibilities

• Perform customer transactions accurately and efficiently, including check cashing, deposits, loan payments, counting currency and coin, and opening new accounts.
• Deliver consistent, high-quality customer service using a friendly and professional communication style.
• Use consultative conversations to understand customers’ financial needs and goals and identify appropriate banking solutions.
• Develop knowledge of banking products, services, and partners through training, self-study, and mentorship, including product features, benefits, pricing, and eligibility.
• Recommend appropriate banking solutions and follow through on customer commitments.
• Maintain current knowledge of Bank policies, procedures, and controls and use sound judgment in customer activities and recommendations.
• Comply with applicable banking laws, regulations, and institutional requirements, including the laws and regulations listed in the posting.
• Assist other team members and branch locations as needed, perform non-primary assigned duties, and complete related tasks as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED