POSITION SUMMARY
MISSION Teller
Tellers sustain and elevate trust and satisfaction of Tri Counties Bank customers by expertly executing account transactions, making referrals to banking partners, and proactively initiating telephone contact with account holders.
SCOPE & COMPLEXITY
- Safeguard a cash fund of up to $25,000, maintaining an accurate record of deposits and disbursements.
- Execute an average of 25-50 account transactions per day for customers visiting the branch.
- Regularly operate nine desktop computer applications for : Customer deposit, withdrawal, check cashing, and cashier’s check transactions ( Desktop Teller )Customer account balance inquiries and account maintenance ( Signature )Federal compliance ( Verafin )Customer account report and document access ( Nautilus )Customer relationship management ( Salesforce )Transaction source capture ( BackCounter )Foreign currency transactions ( CurrencyTeller )Internal communications ( Outlook )Personal timekeeping (UltiPro)
MAJOR RESPONSIBILITIES
- Handles customer service transactions, such as receiving and disbursing funds, posting deposits and withdrawing funds.
- Provides information and assistance in researching customer problems, balances a cash drawer daily and answers customer inquiries.
- Probes for customer financial needs and recommends bank products and services.
- Refers retail loan and deposit products.
- Meets referral goals as assigned.
- Provides prompt, efficient and friendly service to Bank customers ensuring that all customer transactions are handled timely and accurately according to guidelines.
- Ensures that cash and security procedures are followed accounting for assigned cash.
- Balances cash drawer and maintains drawer within limits.
- Completes necessary documentation and data entry.
- Processes all deposit and loan transactions.
- 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.
- Performs other duties as assigned.
EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED
- High school diploma or GED required.
- Effective selling and cross-selling skills.
- Excellent written and verbal communication skills.
- Ability to utilize personal computers and Windows based programs.
- Able to successfully complete Bank’s product and sales training courses.
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