Senior Banker

Tri Counties Bank•Woodland, CA

4d•$24 - $28

About The Position

As a Senior Banker, you bring Tri Counties Bank’s vision of a community-focused financial institution to life. You maintain and deepen relationships with existing customers and establish new consumer and business accounts anchored in purpose, value, and trust. Through active listening, insightful questions, and rapport-building, you understand customers’ financial situations and anticipate their future needs. You serve as a financial-services expert and advocate for customers’ financial well-being. The role includes welcoming customers, learning about their financial goals, recommending appropriate bank products and services, and following through on commitments. You collaborate with business partners to acquire, expand, and retain relationships, and coach branch team members on product knowledge, relationship building, collaboration, and skill development. The position also involves maintaining sales records, reviewing results with the Branch Manager, complying with bank policies and regulations, and assisting with other duties as needed. The 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.

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 License System and Registry (NMLS).

Nice To Haves

Previous sales experience.
Previous 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 customers’ financial needs and goals.
Explain Tri Counties Bank services, products, and partners to help customers save money, make more money, or bank more conveniently.
Recommend appropriate solutions, follow through, and honor commitments to fulfill customers’ financial needs and goals.
Collaborate with business partners through personal 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 regularly with the Branch Manager, and prepare and act on plans to meet or exceed sales objectives.
Maintain a current understanding of bank policies and procedures.
Maintain understanding of and ensure compliance with applicable regulations, 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, Gramm-Leach-Bliley Act, Community Reinvestment Act, and SAFE Act.
Assist other team members with non-primary assigned duties when necessary and perform other work-related duties as assigned.