Personal Banker - Bakersfield Riverlakes

POSITION SUMMARY

MISSION Personal Banker

We, at Tri Counties Bank, still believe in the vision of the helpful and caring Community Banker. As a Personal Banker you will establish and grow relationships of trust with Tri Counties Bank’s customers by listening to them with attention and care, learning about their financial circumstances, assisting them with transactions, and expertly introducing them to products and services that address their needs and goals.

SCOPE & COMPLEXITY

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

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

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.
• Ensure that 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.
• 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, Reh 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.
• 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.
• 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.

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 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 hires individuals who are qualified for the role and who represent the communities in which we serve. We look to place people in positions where they can best utilize their abilities and strengths, and where they are able to grow with the Bank.

Tri Counties Bank is an Affirmative Action and