Personal Banker
POSITION SUMMARY & MISSION
The hiring range for this opportunity is $18.50 to $21.00 per hour along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.
SCOPE & COMPLEXITY
Conduct an average of approximately 12 or more customer conversations daily.
MAJOR RESPONSIBILITIES OF OUR PERSONAL BANKER
- 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.
OTHER RESPONSIBILITIES
- 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.
- Avoid errors in handling customer transactions, ranging from check cashing to cash depositing to loan payments to counting currency and coin.
- 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/Trust in Lending, Reg DD/Trush in Savings, Expedited Funds Availability Act, Gramm-Leach-Bliley Act, Community Reinvestment Act and the SAFE Act.
- Aid in training branch team members, on product knowledge and skill development when necessary.
- Aid other team members in non-primary assigned duties whenever necessary and perform other work-related duties as assigned.
EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED
- A high school diploma or GED is required.
- Previous sales and cash handling experience is 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).
PHYSICAL REQUIREMENTS
May be required to lift up to 25 pounds.
Company Profile
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. Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Age/Disability/Veteran.