What are the responsibilities and job description for the Personal Banker or Senior Banker position at Tri Counties Bank?
Why a career with Tri Counties Bank?
Fantastic benefits including:
-Eligibility for comprehensive medical/dental/vision coverage
-Paid time off your first year of up to 20 days (Vacation and many Holidays)
-Employee Stock Ownership Program where you may earn bank stock, year after year after year
-401K program with matching dollars from the bank
-Paid time-off to volunteer in your community (coming very soon)
As well as an opportunity to build a career with a company you can be proud to work for!
Personal Banker or Senior Banker
We, at Tri Counties Bank, still believe in the vision of the helpful and caring Community Banker. As a Personal 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.
MAJOR RESPONSIBILITIES of our Personal Banker
• 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.
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.
• 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.
POSITION SUMMARY for our Senior Banker
MAJOR 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 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.
• Be a leader by living the One Team concept which includes 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.
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 lead and direct others.
• 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.
Both positions:
• 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.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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.
Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Disability/Veteran.
