Senior Banker

Tri Counties Bank•Patterson, CA

16d•$24 - $28•Onsite

About The Position

As a Senior Banker, you bring to life Tri Counties Bank’s vision of a community-focused financial institution. You maintain and deepen banking relationships with our existing customers and establish new consumer and business accounts anchored in purpose, value, and trust. Your interpersonal skills – active listening, insightful questioning, building rapport – enable you to understand customers’ current financial state and anticipate their future needs. You are known by customers, co-workers, and the local community at large as an expert in financial services and an effective advocate for their financial well-being.

Requirements

High school diploma or GED required.
Effective verbal and written communication skills.
Above average working knowledge of Bank products and consumer lending.
Ability to lead and direct others.
Ability to utilize personal computers and Windows based programs.
Able to successfully complete Bank product and sales training courses and appropriate certifications.
Able to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS).

Nice To Haves

Previous sales and cash handling experience, preferred.
Previous experience with bank sales as a Personal Banker

Responsibilities

Begin with a personal welcome to everyone who calls or comes into a branch. Show the customer they are valued.
Use every customer interaction as an opportunity to have quality conversations and individually understand the financial needs and goals of our customers.
Share your knowledge about Tri Counties Bank services, products, and partners to help your customers’ save money, make more money or make their banking more convenient.
Employ appropriate solutions for your customers. Follow through and honor commitments to ensure their financial needs and goals are fulfilled.
Be a leader by living the One Team concept which includes personal joint calling efforts by collaborating with business partners to acquire, expand, and retain customer relationships.
Coach and develop branch team members on product knowledge, relationship building, partner collaboration, and skill development.
Maintain accurate sales records and regularly reviews sales results with Branch Manager and prepares an action plan taking appropriate steps to meet/exceed sales objectives.
Maintain a current understanding of Bank policies and procedures.
Maintain a current understanding of and ensure compliance with regulations that include but are not limited to: Bank Secrecy Act, USA PATRIOT Act, suspicious activity reporting, Reg B/Fair Lending, Reg Z/Truth in Lending, Reg DD/Truth in Savings, Expedited Funds Availability Act, Gramm-Leach-Bliley Act, Community Reinvestment Act and the SAFE Act.
Assist other team members in non-primary assigned duties whenever necessary and perform other work-related duties as assigned.