Personal Banker: Trusted Banking Advisor & Growth

Tri Counties Bank

Weed (CA)

On-site

USD 28,000 - 32,000

Full time

14 days+
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Job summary

Tri Counties Bank is seeking a Personal Banker in California to deliver confident, client-focused service at our branch. You will engage customers in conversations about their financial needs, present solutions, and help them open new accounts and access our online and mobile banking tools.

Responsibilities include daily customer conversations, promoting checking/savings accounts, CDs, online banking, bill pay, and debit cards.

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 be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System (NMLS).
  • Able to successfully complete Bank product and sales training courses and appropriate certifications.

Responsibilities

  • Begin with a personal welcome to everyone who calls or comes into a branch.
  • Use every customer interaction to have quality conversations and understand the financial needs and goals of customers.
  • Share knowledge about Tri Counties Bank services, products, and partners to help customers save money or bank conveniently.
  • Employ appropriate solutions for customers and follow through to fulfill their financial needs and goals.

Skills

Communication skills
Sales experience
Cash handling
Computer skills

Education

High school diploma or GED

Tools

Windows

Job description

Tri Counties Bank is seeking a Personal Banker in California to deliver confident, client-focused service at our branch. You will engage customers in conversations about their financial needs, present solutions, and help them open new accounts and access our online and mobile banking tools.

Responsibilities include daily customer conversations, promoting checking/savings accounts, CDs, online banking, bill pay, and debit cards.

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