Senior Banker

Tri Counties Bank•Woodland, CA

About The Position

As a Senior Banker at Tri Counties Bank, you represent the bank’s community-focused vision by maintaining and deepening existing customer relationships and establishing new consumer and business accounts. You use active listening, thoughtful questions, and rapport-building to understand customers’ current financial situations and anticipate future needs. You serve as a knowledgeable financial-services resource and advocate for customers’ financial well-being. The role includes welcoming customers, identifying their financial needs and goals, recommending appropriate bank services and products, and following through on commitments. You collaborate with business partners to acquire, expand, and retain relationships, and coach branch team members in product knowledge, relationship building, collaboration, and skill development. You also maintain sales records, review results with the Branch Manager, develop action plans to meet sales objectives, and follow bank policies and regulatory requirements. The stated hiring range is $24.04 to $28.00 per hour, with incentive opportunities. Compensation may vary by location and is commensurate with qualifications and experience. The role may require lifting up to 25 pounds.

Requirements

High school diploma or GED.
Effective verbal and written communication skills.
Above-average working knowledge of bank products and consumer lending.
Previous experience with bank sales as a Personal Banker.
Ability to lead and direct others.
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 experience.
Previous cash-handling experience.

Responsibilities

Personally welcome everyone who calls or visits a branch and make customers feel valued.
Use customer interactions to understand customers’ financial needs and goals.
Share knowledge of the bank’s 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 fulfill customers’ financial needs and goals.
Collaborate with business partners through joint calling efforts to acquire, expand, and retain customer relationships.
Coach and develop branch team members in product knowledge, relationship building, partner collaboration, and skill development.
Maintain accurate sales records, review sales results with the Branch Manager, and prepare action plans to meet or exceed sales objectives.
Maintain current knowledge of bank policies and procedures.
Maintain knowledge of applicable regulations and ensure compliance, including the Bank Secrecy Act, USA PATRIOT Act, suspicious activity reporting, Reg B/Fair Lending, Reg Z/Truth in Lending, Reg DD/Truth in Savings, the Expedited Funds Availability Act, the Gramm-Leach-Bliley Act, the Community Reinvestment Act, and the SAFE Act.
Assist team members with non-primary assigned duties when necessary and perform other work-related duties as assigned.