Personal Banker

Tri Counties Bank•Willows, CA

13d•Onsite

About The Position

As a Personal Banker, provide confidence-inspiring service to community members visiting a branch for teller services and new account openings. Build and expand banker-client relationships based on purpose, value, and trust by handling transactions, showing care for customers’ financial wellbeing, identifying relevant banking services, and presenting products that address their needs and goals. Conduct approximately 12 or more customer conversations daily and explain 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 and collaborate with bank professionals who provide specialized financial services. Maintain accurate sales records, review results with the Branch Manager, and take appropriate steps to meet or exceed sales objectives. Handle customer transactions accurately and promptly, maintain knowledge of bank policies and procedures, and comply with applicable banking regulations. Assist with team training and other branch duties as needed. The position may require lifting up to 25 pounds.

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 License 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 Tri Counties Bank services, products, and partners, and recommend appropriate solutions.
Follow through on commitments to help fulfill customers’ financial needs and goals.
Conduct approximately 12 or more customer conversations daily.
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.
Maintain customer relationship management records of interactions in person, by telephone, or through other communication modes.
Maintain collaborative relationships with professionals in home mortgage lending, investment advisory, commercial lending, business and purchasing cards, treasury management, merchant card services, and direct banking.
Maintain accurate sales records, review results with the Branch Manager, and prepare and carry out action plans to meet or exceed sales objectives.
Handle customer transactions accurately and promptly, including check cashing, deposits, loan payments, and counting currency and coin.
Maintain current knowledge of bank policies and procedures and ensure compliance with applicable regulations.
Assist in training branch team members on product knowledge and skill development when necessary.
Assist team members with non-primary assigned duties and perform other work-related duties as assigned.