Personal Banker II - Bakersfield Main

Tri Counties Bank; Bakersfield, Northern (CA, KY); On-site; USD 2,893,000 - 3,306,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

Tri Counties Bank in Bakersfield, CA is seeking a Personal Banker II to build community relationships and understand customers' financial needs. You will present banking features, maintain CRM records, and collaborate with specialists to offer tailored solutions.

The role involves handling 12+ daily conversations, promoting consumer checking, savings, CDs, online banking, and debit products. A strong focus on trust and service is required.

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 complete bank product and sales training courses and certifications.
• Able to be registered as a mortgage loan originator (MLO) in NMLS.

Responsibilities

• Begin with a personal welcome to every customer who visits or calls.
• Engage customers to understand their financial needs and goals.
• Share knowledge about Tri Counties Bank services, products, and partners.
• Offer appropriate solutions and follow through to meet customer needs.
• Maintain accurate sales records and review results with Branch Manager.
• Ensure transactions are handled accurately and in a timely manner.
• Stay current on Bank policies, procedures, and regulations.
• Assist in training team members on product knowledge and skills.
• Support other duties as needed.

Skills

Sales experience

Customer service

Verbal communication

Written communication

PC skills

Education

High school diploma or GED

Job description

Job Category: Production / Branch Banking

Requisition Number: PERSO007680

• Posted : August 19, 2026
• Full-Time
• On-site

Locations

Showing 1 location

Bakersfield, CA 93309, USA

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 $21.00 to $24.00 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 – Personal Banker II

As a Personal Banker II your primary mission is to build banking relationships with members of our community based on purpose, value, and trust. You devote the time necessary to truly understand your customers’ current financial state and anticipate their future needs. With this mindset and approach, you demonstrate interest and care for their financial well‑being, setting the stage to uncover opportunities to assist them with financial products and solutions suited to their circumstances. Through partnership with other Tri Counties Bank professionals, you help create the full banking experience that distinguishes us in our communities.

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 commitments 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.

AsCalifornia'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 Aff…

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.