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Personal Banker II

Company: Tri Counties Bank
Location: Willows
Posted on: November 21, 2022

Job Description:


We, at Tri Counties Bank, still believe in the vision of the helpful and caring Community Banker. As a Personal Banker your primary goal is to build a banker-client relationship based on purpose, value, and trust. You will spend the time necessary to truly understand your customers current financial state as well as their future financial needs. It will put you in an excellent position to add value through your financial expertise; a truly transparent, needs-based approach to providing solutions. Working in partnership with other financial professionals to provide a collaborative approach to the customer experience, as One Team.


  • 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.


    • 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/Truth in Lending, Reg DD/Truth 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.


      • High school diploma or GED required, unless age 18.
      • 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).


        • Personal Banker I:- limited banking or solutions experience, cash handling responsibilities
        • Personal Banker II:- solutions experience and proven high performance or related experience.


          • May be required to lift up to 25 pounds.


            Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ:TCBK) headquartered in Chico, California, providing a unique brand of customer Service with Solutions available in traditional stand-alone and in-store bank branches in communities throughout Northern and Central California.

            The Bank provides an extensive and competitive breadth of consumer, small business and commercial banking financial services, along with convenient around-the-clock ATM, online and mobile banking access.

            Tri Counties Bank has remained strong and profitable through a top-down commitment to its core values, sound business principles and responsible lending practices.

            Our success is also based on our involvement in the communities we serve. The personal touch comes naturally to Tri Counties Bankers. You may recognize us at business, school and non-profit events, baseball games and local eateries, skiing in the mountains, boating on the lakes, and fishing the local streams or attending an event in The City or on the peninsula.

            Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California, with assets of over $8 billion and more than 45 years of financial stability. Tri Counties Bank provides a unique brand of Service With Solutions - for communities throughout California with a breadth of personal, small business and commercial banking services, plus an extensive branch network, more than 37,000 surcharge-free ATMs nationwide, and advanced online and mobile banking.

            Tri Counties Bank remains strong and profitable through our top-down commitment to our core values, sound business principles and responsible lending practices.

            Our success is also based on our community engagement. We still believe in the vision of the helpful and caring community banker. As we grow and serve more communities, we become more involved, providing substantial financial and volunteer support to local economies and community organizations. We applaud our employees who roll up their sleeves to work and volunteer for a greater good in our communities.

            Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Disability/Veteran.

Keywords: Tri Counties Bank, Chico , Personal Banker II, Other , Willows, California

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