Client-Focused Personal Banker

Tri Counties Bank

California

On-site

USD 26,000 - 30,000

Full time

14 days+

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Job summary

Tri Counties Bank is seeking a Personal Banker in California to provide confident, service-oriented support to customers opening accounts and handling teller transactions. You will build relationships by identifying needs and presenting suitable Tri Counties Bank products, with a focus on personalized service and accurate processing.

The role involves daily customer interactions, teamwork with mortgage, investment and lending partners, and ongoing training to stay current on policies and

Qualifications

High school diploma or GED is required.
Sales and cash handling experience preferred.
Excellent verbal and written communication.
Ability to use personal computers and Windows-based programs.
Eligible to become a registered mortgage loan originator (MLO) in NMLS.

Responsibilities

Begin with a personal welcome to customers entering the branch.
Engage customers to understand financial needs and goals.
Explain Tri Counties Bank services and products to help customers save or grow money.
Provide appropriate solutions and follow through to meet customer goals.
Maintain accurate sales records and review results with Branch Manager to plan actions.

Skills

Customer service

Sales experience

Cash handling

Verbal communication

Written communication

Education

High school diploma or GED

Able to be registered as an mortgage loan originator (MLO) in NMLS

Tools

Windows-based programs

Job description

The role involves daily customer interactions, teamwork with mortgage, investment and lending partners, and ongoing training to stay current on policies and

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