Personal Banker (30 hours/week)

Tri Counties Bank•Hayfork, CA

1d•$18 - $21

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 purpose, value, and trust; assists customers with transactions; supports their financial wellbeing; identifies relevant bank services; and presents products suited to customers’ needs and goals. The position averages approximately 12 or more customer conversations per day and requires maintaining records of customer interactions in a customer relationship management database. The Personal Banker presents consumer checking and savings accounts, certificates of deposit, online and mobile banking, bill pay, debit cards, and overdraft privilege coverage. The role collaborates with bank professionals in specialized services including home mortgage lending, investment advisory, commercial lending, corporate and purchasing cards, treasury management, merchant card services, and direct banking. The position also handles customer transactions accurately and promptly, maintains knowledge of bank policies and regulatory requirements, contributes to sales goals, and assists with team training as needed. The role 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 Licensing System and Registry (NMLS).

Nice To Haves

Previous sales and 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 and follow through on commitments to meet customers’ financial needs and goals.
Maintain accurate sales records, review results with the Branch Manager, and develop action plans to meet or exceed sales objectives.
Accurately and promptly process transactions such as 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 in training branch team members on product knowledge and skill development when needed.
Assist team members with duties outside the primary assignment when needed and perform other work-related duties as assigned.
Maintain customer interaction records in the customer relationship management database.
Collaborate with bank professionals who provide specialized financial services.