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Jobs · Sales · California

Personal Banker I $1000 sign-on bonus opportunity!

Tri Counties Bank · Palo Cedro, CA · 1 wk ago
On-siteSales$18.5–$21.5/hrFull-time

POSITION SUMMARY & MISSION

As a Personal Banker, you provide confidence-inspiring service to members of our community who visit the branch for teller services and new account openings. In your personal interactions with customers, you create and expand banker-client relationships based on purpose, value, and trust. You assist our customers with a variety of transactions, demonstrate interest and care for their financial wellbeing, detect opportunities to introduce them to Tri Counties Bank services that suit their financial circumstances, and expertly present to them products that address their needs and goals.

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, by following guidelines.
  • 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 are essential.
  • The ability to utilize personal computers and Windows based programs is required.
  • The ability to successfully complete Bank product and sales training courses and appropriate certifications is required.
  • The ability to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS) is required.

Physical Requirements

May be required to lift up to 25 pounds.

Benefits

The hiring range for this opportunity is $18.50 to $21.50 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. A full sign-on bonus of $1000 will be paid in the first payroll processed following your start date. Full details on the sign-on bonus are available upon request.

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