Personal Banker I or II

Tri Counties Bank•Orland, CA

4d•$19 - $25

About The Position

The Personal Banker provides service to community members visiting a branch for teller services and new account openings. The role builds and expands banker-client relationships through purposeful, trustworthy interactions; assists customers with transactions; supports their financial wellbeing; identifies suitable Tri Counties Bank services; and presents products that address customers’ needs and goals. The position performs accurate and efficient teller transactions and account openings, delivers professional customer service, and uses consultative conversations to understand customers’ financial circumstances. Personal Bankers develop knowledge of banking products and services, recommend appropriate solutions, and follow through on commitments. They are expected to understand and follow bank policies, procedures, controls, applicable laws and regulations, and institutional requirements. The role also supports branch and organizational operations by assisting colleagues and other locations and completing related assigned duties. Tri Counties Bank describes itself as a California bank established in 1975 and headquartered in Chico, with corporate offices in Roseville, South San Francisco, and Bakersfield. The bank has more than 75 locations and approximately $10 billion in assets. It emphasizes local banking, community engagement, philanthropy, employee volunteerism, and investment.

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 description cites approximately 0–1 year in retail service, cash handling, or financial services as typical experience.
Cash handling, transaction accuracy, and attention to detail.
Customer service and professional communication skills, including active listening, clear explanations, and de-escalation.
Ability to assess customer needs and match them with appropriate solutions within established 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, documentation, follow-through, and ability to use systems correctly and partner with peers or other locations.
Awareness of frontline banking regulations and policies, including BSA/AML red flags, escalation, privacy, consumer compliance, and bank procedures.
Complete internal bank product and sales training courses.

Responsibilities

Perform customer transactions accurately and efficiently, including check cashing, deposits, loan payments, counting currency and coin, and opening new accounts.
Provide friendly, professional, consistent customer service and ensure customers feel valued and supported.
Use consultative conversations to understand customers’ financial needs and goals, gather relevant information, and identify appropriate banking solutions.
Build knowledge of banking products, services, and partners, including features, benefits, pricing, eligibility, and practical applications.
Recommend appropriate banking solutions and follow through on commitments to fulfill customer needs and goals accurately and responsibly.
Maintain knowledge of bank policies, procedures, and controls, and use sound judgment consistent with guidelines and regulatory expectations.
Comply with applicable banking laws, regulations, and institutional requirements, including requirements related to the Bank Secrecy Act, USA PATRIOT Act, suspicious activity reporting, fair lending, consumer disclosures, funds availability, privacy, community reinvestment, and the SAFE Act.
Assist other team members and branch locations, perform non-primary assigned duties, and complete additional related tasks as assigned.