Teller, Personal Banker I, or a Personal Banker II - Redding Cypress

Tri Counties Bank•Redding, CA

1h•$18 - $23•Onsite

About The Position

Tri Counties Bank is seeking to hire for the roles of Teller, Personal Banker I, or Personal Banker II. These positions are crucial for maintaining and elevating customer trust and satisfaction. Tellers expertly execute account transactions, make referrals, and initiate contact with account holders. Personal Bankers establish and grow relationships by understanding customer financial circumstances, assisting with transactions, and introducing products and services that address their needs and goals. The bank emphasizes a vision of the helpful and caring Community Banker.

Requirements

High school diploma or GED required.
Effective selling and cross-selling skills.
Excellent written and verbal communication skills.
Ability to utilize personal computers and Windows based programs.
Able to successfully complete Bank’s product and sales training courses.
Previous sales and cash handling experience, preferred.
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

Responsibilities

Safeguard a cash fund of up to $25,000, maintaining an accurate record of deposits and disbursements.
Execute an average of 25-50 account transactions per day for customers visiting the branch.
Regularly operate nine desktop computer applications for various banking functions.
Handles customer service transactions, such as receiving and disbursing funds, posting deposits and withdrawing funds.
Provides information and assistance in researching customer problems, balances a cash drawer daily and answers customer inquiries.
Probes for customer financial needs and recommends bank products and services.
Refers retail loan and deposit products.
Meets referral goals as assigned.
Provides prompt, efficient and friendly service to Bank customers ensuring that all customer transactions are handled timely and accurately according to guidelines.
Ensures that cash and security procedures are followed accounting for assigned cash.
Balances cash drawer and maintains drawer within limits.
Completes necessary documentation and data entry.
Processes all deposit and loan transactions.
Makes outbound calls to new and existing customers to maintain contact and satisfy servicing needs.
Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws.
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 knowledge about Tri Counties Bank services, products, and partners to help customers save money, make more money or make their banking more convenient.
Employ appropriate solutions for customers and follow through to ensure their financial needs and goals are fulfilled.
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.
Ensure that all customer transactions, ranging from check cashing to cash depositing to loan payments to counting currency and coin, are handled accurately and timely according to guidelines.
Maintain a current understanding of Bank policies and procedures.
Maintain a current understanding of and ensure compliance with regulations.
Assist in training branch team members, on product knowledge and skill development when necessary.
Assist other team members in non-primary assigned duties whenever necessary and perform other work-related duties as assigned.