Community Banking Advisor II

Tri Counties Bank; Redwood City (CA); On-site; USD 32,000 - 37,000; Full time

Job summary

Tri Counties Bank is hiring a Personal Banker II in Redwood City, CA. You will build relationships with customers, understand their financial needs, and offer banking products and solutions to help them save or manage money more effectively.

The role involves daily customer conversations, presenting checking, savings, CDs, online banking, and debit card features, and maintaining CRM records. On-site position with competitive compensation and incentive opportunities.

Qualifications

• 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).

Responsibilities

• Begin with a personal welcome to everyone who calls or comes into a branch.
• Use every customer interaction to understand the financial needs and goals of our customers.
• Share knowledge about Tri Counties Bank services, products, and partners.
• Employ appropriate solutions for customers and follow through to fulfill their needs.
• Maintain accurate sales records and review results with Branch Manager to meet/exceed objectives.

Skills

Verbal communication

Written communication

Cash handling

Sales experience

PC skills

Education

High school diploma or GED

Job description

Tri Counties Bank is hiring a Personal Banker II in Redwood City, CA. You will build relationships with customers, understand their financial needs, and offer banking products and solutions to help them save or manage money more effectively.

The role involves daily customer conversations, presenting checking, savings, CDs, online banking, and debit card features, and maintaining CRM records. On-site position with competitive compensation and incentive opportunities.