Personal Banker (30 hours/week)

Tri Counties Bank•Hayfork, CA

About The Position

As a Personal Banker, you provide confidence-inspiring service to community members visiting the branch for teller services and new account openings. You build and expand banker-client relationships based on purpose, value, and trust. Through customer interactions, you handle transactions, show care for customers’ financial wellbeing, identify opportunities to introduce suitable Tri Counties Bank services, and present products that address their needs and goals. The role involves an average of approximately 12 or more customer conversations daily. You present features and benefits of consumer checking and savings accounts, certificates of deposit, online and mobile banking, bill pay, debit cards, and overdraft privilege coverage. You record customer interactions in a relationship management database and collaborate with other bank professionals who provide specialized financial services. You welcome customers, learn about their financial needs and goals, recommend appropriate solutions, and follow through on commitments. You maintain accurate sales records, review results with the Branch Manager, and take steps to meet or exceed sales objectives. You also process customer transactions accurately and promptly, maintain knowledge of policies and regulatory requirements, assist with training when needed, and support other team members as necessary.

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).

Nice To Haves

Previous sales experience.
Previous cash handling experience.

Responsibilities

Welcome customers who call or visit the branch and make them feel valued.
Use customer interactions to understand individual financial needs and goals.
Explain bank services, products, and partner offerings that may help customers save money, earn more, or bank more conveniently.
Recommend appropriate solutions and follow through on commitments to meet customers’ financial needs and goals.
Present consumer checking and savings accounts, certificates of deposit, online banking, bill pay, mobile banking, debit cards, and overdraft privilege coverage.
Maintain records of customer interactions in the customer relationship management database, including interactions in person and by telephone or other means.
Maintain collaborative relationships with bank professionals providing specialized financial services.
Maintain accurate sales records, review sales results regularly with the Branch Manager, and prepare and carry out action plans to meet or exceed sales objectives.
Process customer transactions accurately and promptly, including check cashing, cash deposits, loan payments, and counting currency and coin.
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 duties outside the primary assignment as needed and perform other work-related duties as assigned.