Personal Banker I or II

Tri Counties Bank

Nevada (IA)

On-site

USD 26,000 - 30,000

Full time

7 days ago
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Job summary

Tri Counties Bank is seeking a Personal Banker to provide confident, service-oriented banking at our branch locations. You will handle teller transactions, open new accounts, and build banker-client relationships by understanding needs and offering suitable Tri Counties Bank services.

Expect to conduct about a dozen customer conversations daily, promote checking/savings accounts, CDs, online banking, and debit services, while maintaining CRM records and collaborating with other specialists to

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 financial needs and goals of customers.
  • Share knowledge about Tri Counties Bank services, products, and partners to help customers save money and access convenient banking.
  • Employ appropriate solutions for customers and follow through to fulfill financial needs and goals.
  • Maintain accurate sales records and regularly review sales results with Branch Manager and prepare action plans to meet/exceed sales objectives.
  • Ensure customer transactions are handled accurately and timely according to guidelines.

Skills

Communication skills

Education

Diploma/GED

Job description

Job Category: Production / Branch Banking

Requisition Number: PERSO007703

  • Posted : September 2, 2026
  • Full-Time
  • On-site
Locations

Showing 1 location

Description

Come to work for a company you can be proud to work for...and enjoy fantastic, comprehensive benefits.

The hiring range for this opportunity is $19.50 to $22.00 per hour along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.

POSITION SUMMARY & MISSION

As a Personal Banker you provide confidence-inspiring service to members of our community who visit the branch for teller services and new account openings. In your personal interactions with customers you create and expand banker-client relationships based on purpose, value, and trust. You assist our customers with a variety of transactions, demonstrate interest and care for their financial wellbeing, detect opportunities to introduce them to Tri Counties Bank services that suit their financial circumstances, and expertly present to them products that address their needs and goals.

SCOPE & COMPLEXITY

Conduct an average of approximately 12 or more customer conversations daily.

Present to customers the features and benefits of:

  • Consumer Checking Accounts
  • Consumer Savings Accounts
  • Certificates Of Deposit
  • Online Banking
  • Bill Pay
  • Debit Cards

Continuously update a customer relationship management database with records of all customer interactions, whether in person, by telephone, or other modes of communication.

Maintain collaborative relationships with other Tri Counties Bank financial services professionals providing specialized services in:

  • Business Corporate & Purchasing Cards
  • Treasury Management
  • Direct Banking
MAJOR RESPONSIBILITIES of our Personal Banker
  • 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 commits to ensure their financial needs and goals are fulfilled.
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.
  • Ensure that all customer transactions, ranging from check cashing to cash depositing to loan payments to counting currency and coin, are handled accurately and timely according to guidelines.
  • 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/Trust in Lending, Reg DD/Trush in Savings, Expedited Funds Availability Act, Gramm-Leach-Bliley Act, Community Reinvestment Act and the SAFE Act.
  • Assist in training branch team members, on product knowledge and skill development when necessary.
  • 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.
  • 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.
Company Profile

Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.

Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.

As California's Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members.

Tri Counties Bank is an affirmative action and equal opportunity employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Age/Disability/Veteran.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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