Personal Banker

Tri Counties Bank•Willows, CA

14d•$18 - $21

About The Position

The Personal Banker provides confidence-inspiring service to community members visiting a branch for teller services and new account openings. The role builds and expands banker-client relationships grounded in purpose, value, and trust by assisting with transactions, showing care for customers’ financial well-being, identifying suitable Tri Counties Bank services, and presenting products that address customers’ needs and goals. The Personal Banker conducts approximately 12 or more customer conversations daily and explains consumer checking and savings accounts, certificates of deposit, online and mobile banking, bill pay, debit cards, and overdraft privilege coverage. The role maintains customer-interaction records in the relationship management database and collaborates with bank professionals who provide specialized financial services. The position also supports accurate and timely transaction processing, sales performance, regulatory compliance, and branch team development. It requires a high school diploma or GED, effective communication and computer skills, the ability to complete bank training and certifications, and eligibility to register as a mortgage loan originator in the NMLS.

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 bank services, products, and partners to help customers save money, earn more, or bank more conveniently.
Recommend appropriate solutions, follow through, and honor commitments to meet customers’ financial needs and goals.
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 records of customer interactions in the customer relationship management database, including in-person, telephone, and other communications.
Maintain collaborative relationships with bank professionals in home mortgage lending, investment advisory, commercial lending, business corporate and purchasing cards, treasury management, merchant card services, and direct banking.
Maintain accurate sales records, review results regularly with the Branch Manager, and prepare 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 other team members with non-primary duties as needed and perform other work-related duties as assigned.