Banker #1962111902
Tri Counties Bank
North Bloomfield, CA
Full-time
Accounting
Posted on February 8, 2019
Tri Counties Bank in Grass Valley is hiring a Banker
Tri Counties Bank is looking for a talented, career-focused, experienced sales individual with a passion for helping customers.
Position Summary: 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.
We offer fantastic benefits and a great work culture. Sound like a fit?
Tri Counties Bank is an equal opportunity employer including veterans and individuals with disabilities.