Personal Banker $500 sign-on bonus opportunity!

Tri Counties Bank•Auburn, CA
•$20 - $23

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 a variety of transactions, show care for customers’ financial wellbeing, identify relevant Tri Counties Bank services, and present products that address their needs and goals. The role involves approximately 12 or more customer conversations daily, presenting consumer banking products and services, and keeping the customer relationship management database current with records of interactions. Personal Bankers also maintain collaborative relationships with colleagues in specialized financial services, including mortgage lending, investment advisory, commercial lending, business cards, treasury management, merchant card services, and direct banking. The hiring range is $20.00 to $23.00 per hour, with incentive opportunities. A $500 sign-on bonus is offered; it will be paid with the first full payroll processed after the start date. Full details are available upon request. Tri Counties Bank is a wholly owned subsidiary of TriCo Bancshares, headquartered in Chico, California. Established in 1975, the bank has nearly $10 billion in assets and more than 75 locations. It serves individuals and businesses throughout California and emphasizes local banking, community engagement, philanthropy, and employee volunteerism.

Requirements

  • High school diploma or GED.
  • Effective verbal and written communication skills.
  • Ability to use personal computers and Windows-based programs.
  • Ability to complete bank product and sales training courses and appropriate certifications.
  • Ability to be registered as a mortgage loan originator in the Nationwide Mortgage Licensing System and Registry.

Nice To Haves

  • Previous sales and cash handling experience.

Responsibilities

  • Welcome everyone who calls or visits a branch and make customers feel valued.
  • Use customer interactions to have quality conversations and understand individual financial needs and goals.
  • Share knowledge of Tri Counties Bank services, products, and partners to help customers save money, make more money, or bank more conveniently.
  • Recommend appropriate solutions and follow through on commitments to meet customers’ financial needs and goals.
  • 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.
  • Record all customer interactions in the customer relationship management database, whether they occur in person, by telephone, or through other communication modes.
  • Maintain collaborative relationships with financial services 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 sales results with the Branch Manager, and prepare and follow an action plan to meet or exceed sales objectives.
  • Accurately and promptly handle customer transactions, including check cashing, cash deposits, loan payments, and counting currency and coin, according to guidelines.
  • Maintain current knowledge of bank policies and procedures and comply with applicable regulations.
  • Assist in training branch team members on product knowledge and skill development when necessary.
  • Assist other team members with non-primary assigned duties as needed and perform other work-related duties as assigned.

Benefits

  • Comprehensive benefits.
  • $500 sign-on bonus opportunity, paid with the first full payroll processed after the start date.
  • Incentive opportunities.
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