Jobs · Sales · California

Personal Banker or Senior Banker $1000 sign on bonus!

Tri Counties Bank · Shasta Lake, CA · 1 wk ago
On-siteSales$19.5–$26/hrFull-time

$1000 sign-on bonus paid in the first full payroll following your start date.

About the role

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 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 products that address their needs and goals.

As a Senior Banker you bring to life Tri Counties Bank’s vision of a community-focused financial institution. You maintain and deepen banking relationships with existing customers and establish new consumer and business accounts anchored in purpose, value, and trust. Your interpersonal skills—active listening, insightful questioning, building rapport—enable you to understand customers’ current financial state and anticipate their future needs. You are known by customers, co-workers, and the local community as an expert in financial services and an effective advocate for their financial well-being.

Responsibilities

  • 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 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.
  • Follow through and honor commitments to ensure customers’ financial needs and goals are fulfilled.
  • Conduct an average of approximately 12 or more customer conversations daily.
  • Present to customers the features and benefits of:
    • Consumer checking accounts
    • Consumer savings accounts
    • Certificates of deposit
    • Online banking
    • Bill pay
    • Mobile banking
    • Debit cards
    • Overdraft privilege coverage
  • Continuously update a customer relationship management database with records of all customer interactions, whether in person, by telephone, or other modes of communication.
  • Maintain collaborative relationships with other Tri Counties Bank financial services professionals providing specialized services in:
    • Home mortgage lending
    • Investment advisory
    • Commercial lending
    • Business corporate & purchasing cards
    • Treasury management
    • Merchant card services
    • Direct banking
  • Maintain accurate sales records and regularly review sales results with the Branch Manager, preparing an action plan to meet or exceed sales objectives.
  • Ensure 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.
  • Ensure compliance with regulations including but not limited to: Bank Secrecy Act, USA PATRIOT Act, suspicious activity reporting, Reg B/fair lending, Reg Z/truth in lending, Reg DD/truth in savings, Expedited Funds Availability Act, Gramm-Leach-Bliley Act, Community Reinvestment Act, and the SAFE Act.
  • 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.

Senior Banker Additional Responsibilities

  • Be a leader by living the One Team concept, including personal joint calling efforts by collaborating with business partners to acquire, expand, and retain customer relationships.
  • Coach and develop branch team members on product knowledge, relationship building, partner collaboration, and skill development.

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).

Senior Banker Additional Requirements

  • Above average working knowledge of Bank products and consumer lending.
  • Previous experience with bank sales as a Personal Banker.
  • Ability to lead and direct others.

Skills

  • Active listening and insightful questioning to build rapport.
  • Interpersonal skills to understand and anticipate customers’ financial needs.
  • Expertise in financial services and advocacy for customers’ financial well-being.

Physical Requirements

  • May be required to lift up to 25 pounds.

Pay

The hiring range for this opportunity is $19.50 to $26.00 per hour, along with incentive opportunities, creating a competitive total compensation package based on our pay scale. Pay may be modified by location and is commensurate with qualifications and experience.

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. The bank has assets of nearly $10 billion and over 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.

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