Personal Banker I or II
Orland, CA, United States2h ago
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Key details
- Salary
- $40K–$52K/yr
- Location
- Orland, CA, United States
- Work style
- Onsite
- Level
- Mid level
- Job type
- Full-time
- Experience
- 0–1 yrs
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 2h ago
Skills
About the role
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 $19.10 to $25.00 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.
Purpose of Job
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.
Essential Duties
- Perform all customer transactions accurately and efficiently in accordance with established guidelines, including check cashing, deposits, loan payments, counting currency and coin, and new account opening.
- Deliver consistent, high‑quality customer service using a friendly and professional communication style, ensuring customers feel valued and supported throughout each interaction.
- Use consultative conversations to understand each customer’s financial needs and goals, leveraging every interaction to gather relevant information and identify appropriate banking solutions that support both immediate needs and long‑term financial objectives.
- Develop and apply in‑depth knowledge of banking products, services, and partners through formal training, self‑study, and manager or peer mentorship, with a focus on features, benefits, pricing, eligibility, and real‑world application to help customers save money, grow finances, and bank more conveniently.
- Recommend and employ appropriate banking solutions and honor customer commitments, following through on agreed‑upon actions to ensure customer financial needs and goals are fulfilled accurately and responsibly.
- Maintain a current working understanding of bank policies, procedures, and controls and exercise sound judgment to ensure all customer activities, recommendations, and follow‑through align with established guidelines and regulatory expectations.
- Ensure full compliance with applicable banking laws, regulations, and institutional requirements by maintaining current knowledge of Bank Secrecy Act, USA PATRIOT Act, suspicious activity reporting, Reg B/Fair Lending, Reg Z, Reg DD, Expedited Funds Availability Act, Gramm‑Leach‑Bliley Act, Community Reinvestment Act, and SAFE Act, and applying these standards consistently in daily work.
- Support branch and organizational operations by assisting other team members and branch locations as needed, performing non‑primary assigned duties, and completing additional related tasks as assigned.
Regulatory Compliance Statement
Tri Counties Bank is committed to complying with all federal, state and banking (including consumer protection) laws and regulations and to maintain a strong corporate-wide culture of regulatory compliance. It is the individual responsibility of every employee to maintain a current awareness and understanding of appropriate banking laws, regulations, internal policies and procedures and to comply fully with those laws, regulations, policies and procedures. Additionally, managers and supervisors are responsible for creating an environment in which they hold their employees accountable for the above.
Education
- Required: High School Diploma or GED
- Ability to be registered MLO on NMLS
- Internal Bank product & sales training courses
Skills and Knowledge
- Typically requires some previous customer facing and cash handling experience (often ~0–1 year in retail service, cash handling, or a financial services setting) to support accurate transaction execution, relationship building, outbound outreach/referrals, and adherence to bank policies and basic regulatory expectations; role-specific procedures and systems are commonly learned through on the job training.
- Cash handling, transaction accuracy, and attention to detail (e.g., balancing cash drawer; processing deposits, withdrawals, payments, and account servicing accurately).
- Customer service and professional communication skills (active listening, clear explanations, de escalation, and a consistent service experience).
- Consultative needs assessment and solution matching (asking effective questions, identifying customer goals, and recommending appropriate products/services within guidelines).
- Working knowledge of consumer banking products and features (deposit accounts, basic lending/payments, digital banking tools, fees, eligibility, and disclosures).
- Operational discipline and follow through (documenting actions, meeting commitments, using systems correctly, and partnering with peers/other locations to complete customer requests).
- Regulatory and policy awareness for frontline banking (BSA/AML red flags and escalation, privacy expectations, and adherence to applicable consumer compliance requirements and bank procedures).
Disclaimer
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
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.
Careers-TCB-Notice-of-Collection.pdf