Banker III

Banner Bank; Temecula (CA); On-site; USD 28,034 - 37,925; Full time

Benefits offered by this job

Medical, dental, vision

401k with up to 4% match

Paid vacation and holidays

Tuition reimbursement

Annual incentive potential

Job summary

Banner Bank in Temecula, CA is seeking a Banker to be the welcoming face of the branch and a key partner in helping clients reach their financial goals. The role emphasizes accuracy, friendliness, and exceptional service in a growth‑oriented environment.

You will process transactions, support sales goals, mentor teller colleagues, and ensure compliance with policies and regulatory standards while delivering a superior client experience.

Qualifications

• High School Diploma or GED (Required).
• Two or more years of teller experience that includes sales experience with established goals (Required).
• An equivalent combination of education and experience can be considered in lieu of a degree.

Responsibilities

• Process client transactions accurately and efficiently while following established policies and procedures.
• Provide an excellent client experience and represent the Bank with professionalism and care.
• Help clients achieve financial goals by referring products, services, and Bank specialists when appropriate.
• Serve as a leader in sales, operations, and client service within the branch.
• Support branch operations, including mentoring, training, and coaching members of the teller team.
• Work collaboratively to complete assignments with quality and timeliness, with or without direct supervision.
• Maintain strong personal reliability and punctuality.
• Engage in in-person and phone conversations to identify and sell Bank products and services, meeting minimum referral standards.
• Open new accounts using the Banner Way sales process, when assigned.
• Ensure full compliance with policies, procedures, security requirements, and regulatory standards.

Skills

Sales experience

Customer service

Communication skills

Education

High School Diploma or GED

Job description

As a Banker, you’ll be the welcoming face of the branch and a key partner in helping clients reach their financial goals. Your work ensures that every interaction is accurate, friendly, and aligned with our commitment to exceptional service. This role is a great fit for someone who enjoys connection, teamwork, and being part of a supportive, growth‑oriented environment.

In this role you'll

• Process client transactions accurately and efficiently while following established policies and procedures.
• Provide an excellent client experience and represent the Bank with professionalism and care.
• Help clients achieve financial goals by referring products, services, and Bank specialists when appropriate.
• Serve as a leader in sales, operations, and client service within the branch.
• Support branch operations, including mentoring, training, and coaching members of the teller team.
• Work collaboratively to complete assignments with quality and timeliness, with or without direct supervision.
• Maintain strong personal reliability and punctuality.
• Engage in in‑person and phone conversations to identify and sell Bank products and services, meeting minimum referral standards.
• Open new accounts using the Banner Way sales process, when assigned.
• Ensure full compliance with policies, procedures, security requirements, and regulatory standards.

What we're looking for

• You have a High School Diploma or GED (Required).
• You have two or more years of teller experience that includes sales experience with established goals (Required).
• An equivalent combination of education and experience can be considered in lieu of a degree.

What helps you shine

• You bring strong organizational skills and enjoy focusing on details.
• You’re comfortable with Windows‑based applications, calculators, and basic PC tasks.
• You have solid math, negotiation, and problem‑solving abilities.
• You communicate clearly in both verbal and written formats, and use polished phone and email etiquette.
• You build relationships easily and bring excellent customer service to every interaction.
• You’re able to work branch hours as scheduled.
• You’re able to lift and move up to 25 pounds as part of essential job functions.

Compensation & benefits

• Targeted starting salary range (based on experience): $20.35-$27.53/hr
• Annual incentive potential
• Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
• Paid vacation time, sick time and 11 company paid holidays
• 401k (with up to 4% match)
• Tuition reimbursement

Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.

Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.