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Title: Personal/ Senior Banker
Code: 1409111904
Type: Personal/ Senior Banker
Status: Full Time
Location: Chico - Chico
Description:

POSITION SUMMARY - Personal Banker

The Personal Banker promotes and sells all retail Bank products and services to new and existing customers. 

 

MAJOR RESPONSIBILITIES

 

  • Uses every customer interaction as an opportunity to build a relationship with each customer through effective profiling, tele-consulting and where appropriate refer customers to business partners.
  • Meets sales goals as assigned.
  • Maintains accurate sales records and regularly reviews sales results with Branch Manager and prepares an action plan taking appropriate steps to meet/exceed sales objectives.
  • Prepares for and participates actively in branch sales meetings.
  • Ensures that all customer transactions are handled timely and accurately according to guidelines and that cash and security procedures are followed.
  • Accurately prepares necessary documentation from the sale of products and services and inputs data.

 

OTHER RESPONSIBILITIES

 

  • Maintains a current understanding of Bank policies and procedures.
  • Assists other branch team members in non-primary assigned duties whenever necessary.
  • Maintains a current understanding of and complies with regulations that include but are not limited to Bank Secrecy Act, USA Patriot Act, suspicious activity reporting, Reg B/Fair Lending, Reg Z/Truth in Lending, Reg DD/Truth in Savings, Expedited Funds Availability Act, Gramm-Leach-Bliley Act, Community Reinvestment Act and the SAFE Act.
  • Assists in training branch team members, on product knowledge and skill development when necessary.
  • Performs other work-related duties as assigned.

 

POSITION SUMMARY - Senior Banker

The Senior Banker supports the Branch Manager in attaining branch goals and maintaining a customer-driven sales and service environment.  The Senior Banker promotes and sells all Bank products and services to new and existing customers.

 

MAJOR RESPONSIBILITIES

 

  • Uses every customer interaction as an opportunity to build a relationship with each customer through effective profiling, tele-consulting and where appropriate refer customers to business partners.
  • Meets sales goals as assigned.
  • Proactively partners with Branch Manager to develop and implement promotional sales campaigns, cross-sell plans and tele-consulting activities.
  • In-store Senior Banker performs daily aisle time and PAs as directed by the Branch Manager.
  • Prepares for and participates actively in branch sales meetings.
  • Proactively partners and assists the Assistant Manager in referral coaching and mentoring of referral team members.
  • Assists Branch Manager regarding coaching of best practice by modeling behavior towards effective profiling and tele-consulting activities.
  • Ensures that all customer transactions are handled timely and accurately according to guidelines and that cash and security procedures are followed.
  • Prepares necessary documentation from the sale of products and services and inputs data.

 

OTHER RESPONSIBILITIES

 

  • Maintains a current understanding of Bank policies and procedures.
  • Maintains a current understanding of and complies with regulations that include but are not limited to Bank Secrecy Act, USA Patriot Act, suspicious activity reporting, Reg B/Fair Lending, Reg Z/Truth in Lending, Reg DD/Truth in Savings, Expedited Funds Availability Act, Gramm-Leach-Bliley Act, Community Reinvestment Act and the SAFE Act.
  • Acts as lead to branch personnel in the absence of Branch Manager and Assistant Manager.
  • Performs other work-related duties as assigned.

 

TriCo Bancshares and Tri Counties Bank are headquartered in Chico, California. From a single bank on a tree-lined street in Chico 38 years ago, Tri Counties Bank has grown to 61 branches serving communities from Bakersfield to the Oregon border, from the Sierra Nevada to the wild north coast, with assets over $2.5 billion.

 

Tri Counties Bank offers financial services and provides a diversified line of products and services to consumers and businesses, which include demand, savings and time deposits, consumer finance, online banking, mortgage lending, and commercial banking throughout its market area. It operates a network of 67 ATMs and provides a 24-hour, seven days automated Customer Service Department. Brokerage services are provided at the Bank’s office by the Bank’s association with Raymond James Financial, Inc.

 

How has Tri Counties remained strong and profitable? A top-down commitment to responsible lending and sound business practices. Plus a dedication to service, convenience, and technology, including online and mobile banking, supermarket branches open seven days a week, and a 24-hour automated Customer Service Department.

 

But we know that our success is really based on our presence in the towns and cities we serve. We’ve always treated customers the way we want to be treated. Which makes sense, because we live here too. You may recognize us at baseball games and local eateries, skiing in the mountains, boating on the lakes, and fishing the local streams. The personal touch comes naturally to us.

 

Tri Counties Bank is an equal opportunity employer of women, minorities, protected veterans, and individuals with disabilities.

 

Prerequisites:

EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED

 

  • High school diploma or GED required, unless age 18. 
  • Excellent verbal and written communication skills.
  • Above average working knowledge of Bank products and consumer lending.
  • Previous experience with bank sales, preferred.
  • Ability to lead and direct others.
  • Ability to utilize personal computers and Windows driven programs.
  • Able to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS).
Benefits:

Medical, dental and vision, Prescription Drug, Group Term Life/AD&D, Dependent Life and Supplemental Life Plans, Flex 125 Plans, Long Term Disability, Employee Assistance Plan, 401k Retirement Plan, Employee Stock Ownership Plan, Time Off Plans