Job Details

Customer Services Rep./Personal Banker

  2020-01-07     Tri Counties Bank     780 Mangrove Ave, Chico     DOE year  
Description:

Great benefits that include paid time off, comprehensive medical/dental/vision coverage, an Employee Stock Ownership Program,  and the opportunity for Career growth and mobility...that is just some of what we offer. If that intrigues you and you can deliver best in class customer service and  would like being a part of a company that gives back...we may want to talk to you! Take a look at the basics of the job responsibilities and if it could be a fit, apply.

Position Title:  Customer Services Representative

Position Summary:  The Customer Services Representative promotes and sells all retail Bank products and services to new and existing customers. Handles customer service transactions, such as receiving and disbursing funds, posting deposits and withdrawing funds.  Provides information and assistance in researching customer problems, balances a cash drawer daily and answers customer inquiries.

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.
  • Prepares for and participates actively and constructively in branch sales meetings.
  • Prepares necessary documentation from the sale of products and services and inputs data.
  • Ensures that all customer transactions are handled timely and accurately according to guidelines and that cash and security procedures are followed.
  • Accounts for all assigned cash, balances cash drawer and maintains drawer within limits.
  • Assists in all activities related to branch operations and teller functions.

Position Title:  Personal Banker

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.

Education, Experience, And Other Skills Required:

  • High school diploma or GED required, unless age 18.
  • Previous experience with bank sales, 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)..

Physical Requirements:

  • May be required to lift up to 25 pounds.

Company Profile

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.

Not a full job description...complete job description is available upon request.


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities


Do not contact this company in solicitation of any product or service.

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