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Personal Banker I or II

Company: Tri Counties Bank
Location: Anderson
Posted on: November 18, 2021

Job Description:

Come to work for a company you can be proud to represent.

Position Summary

We, at Tri Counties Bank, still believe in the vision of the helpful and caring Community Banker. As a Tri Counties Bank Personal or Senior Banker your primary goal is to build a banker-client relationship based on purpose, value, and trust. You will spend the time necessary to truly understand your customers' current financial state as well as their future financial needs. It will put you in an excellent position to add value through your financial expertise; a truly transparent, needs-based approach to providing solutions. Working in partnership with other financial professionals to provide a collaborative approach to the customer experience, as One Team. You will provide customers and your team additional value through your high level of banking expertise and experience.

MAJOR RESPONSIBILITIES of our Personal Banker and Personal Banker II

  • 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 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.
  • 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.
  • 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.
    Education, Experience And Other Skills Required
    • High school diploma or GED required, unless age 18.
    • Previous sales and cash handling experience, preferred.
    • Effective verbal and written communication skills.
    • Above average working knowledge of Bank products and consumer lending.
    • Previous experience with bank sales as a Personal Banker
    • 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 assets of over $8 billion and more than 45 years of financial stability. Tri Counties Bank provides a unique brand of Service With Solutions-- for communities throughout California with a breadth of personal, small business and commercial banking services, plus an extensive branch network, more than 37,000 surcharge-free ATMs nationwide, and advanced online and mobile banking.

        Tri Counties Bank remains strong and profitable through our top-down commitment to our core values, sound business principles and responsible lending practices.

        Our success is also based on our community engagement. We still believe in the vision of the helpful and caring community banker. As we grow and serve more communities, we become more involved, providing substantial financial and volunteer support to local economies and community organizations. We applaud our employees who roll up their sleeves to work and volunteer for a greater good in our communities.

Keywords: Tri Counties Bank, Redding , Personal Banker I or II, Other , Anderson, California

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