Personal Banker I or II

Tri Counties Bank•McKinleyville, CA

About The Position

As a Personal Banker, you provide 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 by handling transactions, showing care for customers’ financial well-being, identifying suitable Tri Counties Bank services, and presenting products that address their needs and goals. The role involves approximately 12 or more customer conversations daily. You explain consumer checking and savings accounts, certificates of deposit, online and mobile banking, bill pay, debit cards, and overdraft privilege coverage. You keep the customer relationship management database current with records of interactions and collaborate with bank professionals who provide specialized financial services. You welcome customers, learn their financial needs and goals, recommend appropriate solutions, and follow through on commitments. You also maintain accurate sales records, review results with the Branch Manager, handle customer transactions accurately and promptly, follow bank policies and regulatory requirements, and support 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 bank services, products, and partner offerings, and recommend appropriate solutions.
Follow through on commitments to help fulfill 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 current records of customer interactions in the customer relationship management database.
Maintain collaborative relationships with bank professionals providing specialized financial services.
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 transactions, including check cashing, cash 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 duties as needed and perform other work-related duties as assigned.