Jobs · Finance · California

Teller (20 hours per week)

Tri Counties Bank · Santa Rosa, CA · 1 wk ago
Finance$18–$19/hrPart-time

POSITION SUMMARY & MISSION

The Teller position at Tri Counties Bank is designed to sustain and elevate trust and satisfaction among customers through expert execution of account transactions, referrals to banking partners, and proactive customer contact.

Major Responsibilities

  • Handles customer service transactions, including receiving and disbursing funds, posting deposits, and withdrawing funds.
  • Provides information and assistance in researching customer problems, balancing a cash drawer daily, and answering customer inquiries.
  • Probes for customer financial needs and recommends bank products and services.
  • Refers retail loan and deposit products and meets referral goals as assigned.
  • Provides prompt, efficient, and friendly service to Bank customers, ensuring all customer transactions are handled timely and accurately according to guidelines.
  • Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations.
  • Completes necessary documentation and data entry, processes all deposit and loan transactions, and makes outbound calls to new and existing customers to maintain contact and satisfy servicing needs.
  • Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties.

Education, Experience And Other Skills Required

  • A high school diploma or GED is required.
  • Effective selling and cross-selling skills are essential.
  • Excellent written and verbal communication skills are necessary.
  • The ability to utilize personal computers and Windows based programs is required.
  • Able to successfully complete Bank’s product and sales training courses is expected.

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 assets of nearly $10 billion and 50 years of financial stability, Tri Counties Bank provides exceptional service for individuals and businesses throughout California. The company operates more than 75 locations, offers advanced mobile and online banking, and has 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.

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