Entry-Level Banking Records Specialist I

Tri Counties Bank; Chico (CA); On-site; USD 25,000 - 30,000; Full time

Job summary

Tri Counties Bank is seeking a Customer Records Specialist I/II in Chico, CA to maintain CIF and account records within core banking systems. The role offers a competitive hourly wage, benefits, and incentive opportunities based on performance.

The position requires high school completion and 0–2 years (Specialist I) or 2 years (Specialist II) of relevant banking experience, with proficiency in MS Office and Windows-based operations. Strong communication and attention to detail are essential.

Qualifications

• Team environment experience with moderate noise levels.
• Ability to grasp new concepts quickly.
• Understanding of debit/credit postings.
• Clear verbal and written communication with customers and colleagues.
• Follow established policies and procedures.
• Positive, courteous peer communication with a problem-solving mindset.
• Ability to move between tasks efficiently.
• Independent work with moderate supervision.
• Interact with colleagues of varying expertise.
• Ability to convey business processes to technical resources.
• Prioritize job responsibilities with reliability.
• Demonstrates excellent customer service abilities.
• Demonstrates good judgment.

Responsibilities

• Complete lower risk and complexity account maintenance tasks within the Signature system.
• Scan, index, and maintain bank wide documents within the Bank’s imaging system.
• Provide prompt, efficient, and professional service to the branches and departments.
• Assist other team members in non-primary assigned duties whenever necessary.
• Perform other work-related duties as assigned.
• Maintains knowledge of and complies with regulations including BSA, Reg CC, GLBA, and RFPA.

Skills

Team environment

Strong communication

Attention to detail

Problem solving

Education

High School diploma or GED

Tools

MS Office

Windows OS

Job description

Tri Counties Bank is seeking a Customer Records Specialist I/II in Chico, CA to maintain CIF and account records within core banking systems. The role offers a competitive hourly wage, benefits, and incentive opportunities based on performance.

The position requires high school completion and 0–2 years (Specialist I) or 2 years (Specialist II) of relevant banking experience, with proficiency in MS Office and Windows-based operations. Strong communication and attention to detail are essential.