Personal Banker or Senior Banker at Tri Counties Bank | CA, US | Rezi

Personal Banker or Senior Banker at Tri Counties Bank

Personal Banker or Senior Banker

Tri Counties Bank · CA, US

1 months ago

Personal Banker or Senior Banker

Tri Counties Bank · CA, US

a month ago
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About the Role

As a Personal Banker, you will provide confidence-inspiring service to community members for teller services and new account openings. You will create and expand banker-client relationships based on purpose, value, and trust, assist customers with transactions, and introduce them to relevant bank services and products. As a Senior Banker, you will maintain and deepen existing customer relationships and establish new accounts, understanding customer needs and anticipating future requirements. You are recognized as an expert in financial services and an advocate for customer financial well-being.

Responsibilities

  • Conduct an average of approximately 12 or more customer conversations daily.
  • Present the features and benefits of consumer checking accounts, consumer savings accounts, certificates of deposit, online banking, bill pay, mobile banking, debit cards, and overdraft privilege coverage.
  • Continuously update a customer relationship management database with records of all customer interactions.
  • Maintain collaborative relationships with other Tri Counties Bank financial services professionals.
  • Provide a personal welcome to everyone who calls or comes into a branch, showing the customer they are valued.
  • Use every customer interaction as an opportunity to have quality conversations and understand customers' financial needs and goals.
  • 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 review sales results with the Branch Manager, preparing an action plan to meet sales objectives.
  • Ensure all customer transactions are handled accurately and timely according to guidelines.
  • Maintain a current understanding of Bank policies, procedures, and relevant regulations.
  • Assist in training branch team members on product knowledge and skill development.
  • Assist other team members in non-primary assigned duties and perform other work-related duties as assigned.

Requirements

  • High school diploma or GED required.
  • Previous sales and cash handling experience preferred.
  • Effective verbal and written communication skills.
  • 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).
  • Above average working knowledge of Bank products and consumer lending (for Senior Banker).
  • Previous experience with bank sales as a Personal Banker (for Senior Banker).
  • Ability to lead and direct others (for Senior Banker).
  • May be required to lift up to 25 pounds.

Skills

  • Sales
  • Cash handling
  • Verbal communication
  • Written communication
  • Personal computer utilization
  • Windows based programs
  • Bank product knowledge
  • Sales training
  • Mortgage loan origination
  • Consumer lending
  • Leadership
  • Active listening
  • Insightful questioning
  • Building rapport

Experience Level

  • Personal Banker I
  • Personal Banker II
  • Senior Banker

Education Level

  • High school diploma or GED

Salary/Compensations

  • $22.00 to $31.00 per hour

Benefits

  • Fantastic, comprehensive benefits
  • Incentive opportunities

About the Company

  • Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.
  • Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.
  • As California's Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments.
  • Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members.

Equal Opportunity

  • Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Age/Disability/Veteran.