Personal Banker

POSITION SUMMARY & MISSION

The hiring range for this opportunity is $20.00 to $23.00 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.

Presentation to Customers

• Present the features and benefits of consumer checking accounts
• Present the features and benefits of savings accounts
• Present the features and benefits of certificates of deposit
• Present the features and benefits of online banking
• Present the features and benefits of bill pay
• Present the features and benefits of mobile banking
• Present the features and benefits of debit cards
• Present the features and benefits of overdraft privilege coverage

Major Responsibilities

• Show the customer they are valued
• Create and expand banker-client relationships based on purpose, value, and trust
• Share knowledge about Tri Counties Bank services, products, and partners to help customers save money, make more money, or make banking more convenient
• Employ appropriate solutions for customers
• Honor commitments to ensure customers' financial needs and goals are fulfilled

Other Responsibilities

• Maintain accurate sales records
• Regularly review sales results with Branch Manager and prepare an action plan
• Handle customer transactions 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 including 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
• Absorb and train branch team members on product knowledge and skill development when necessary
• Assist other team members in non-primary assigned duties as needed

Education, Experience And Other Skills Required

• 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)

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.