POSITION SUMMARY
We, at Tri Counties Bank, still believe in the vision of the helpful and caring Community Banker. As a 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
- 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.
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.
- 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, Reg B / Fair Lending, Reg Z / Truth in Lending, Reg DD / Truth in Savings, Expedited Funds Availability Act, Gramm-Leach-Bliley Act, Community Reinvestment Act and the SAFE Act.
- 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.
- 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.
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