Tri Counties Bank Customer Services Representative/Personal Banker in Willows, California

POSITION SUMMARYThe 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 RESPONSIBILITIESUses 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.OTHER RESPONSIBILITIESMaintains 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 other branch team members in non-primary assigned duties whenever necessary.Maintains a current understanding of Bank policies and procedures.Performs other work-related duties as assigned.EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIREDHigh school diploma or GED required, unless age 18.Effective verbal and written communication skills.Ability to utilize personal computers and Windows driven programs.Effective selling and cross-selling skills.Able to successfully complete Bank product and sales training courses and appropriate certifications.Ability to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS).POSITION SUMMARY The Personal Banker promotes and sells all retail Bank products and services to new and existing customers. MAJOR RESPONSIBILITIESUses 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 RESPONSIBILITIESMaintains 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.EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIREDHigh school diploma or GED required, unless age 18.Previous experience with bank sales, preferred.Effective verbal and written communication skills.Ability to utilize personal compute