Personal Banker

Introduction

We welcome you to join our Chino Commercial Bank team!

We are currently seeking an experienced Personal Banker who is passionate, driven, collaborative, and solutions‑minded individual to join our team.

We are dedicated in creating a championing environment where you can grow and thrive.

Our mission is to provide exceptional customer service to make a difference in the lives of our customers and communities.

The position of Personal Banker requires full knowledge and skill across a complete range of banking services for individual customers and small businesses, including new accounts, assigned accounts, loan products, and branch operations. The Person al Banker will meet with customers to discuss their financial needs, answer questions, provide recommendations, and support designated accounts while responding to client requests. The role will develop new business relationships through marketing, calling, and active business functions, promoting the bank by maintaining good customer relations, cross‑selling bank products, and referring customers to appropriate staff.

The position processes all new account transactions, assists customers with various accounts and financial services, and may also perform routine and intermediate branch and customer services and clerical duties. The Person al Banker must maintain compliance within audit, internal controls, security, BSA, and CTR standards.

• Works with the Manager to define sales strategies necessary to meet sales and referral goals for individual, branch, and bank growth.
• Open new accounts, both business and personal, by assigning account numbers; complete forms requiring customer signature(s); check Chex System history; accept initial deposits; prepare all documents and items for processing.
• Work to retain existing client relationships and obtain new relationships by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
• Expand current client relationships and build new client relationships by understanding their needs and providing solutions via the use of all appropriate product features available across all bank product lines.
• Cross‑sell appropriate banking products and services to prospective customers, promoting business for the bank.
• Respond timely to customers’ requests regarding small business banking products.
• Follow up on any leads, letters and mailers provided by Branch Manager or Business Development Officer.
• May perform routine and intermediate branch and customer service duties.
• Receive retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form and issuing receipts.
• Confirm all necessary documents are properly authorized and within authorized limits; when uncertain, seek assistance from immediate supervisor.
• May assist in opening and closing the vault daily; assist in balancing vault currency and coin.
• Operate computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority.
• May issue official checks, money orders, traveler’s checks and savings bond applications.
• Cross‑sell the bank’s other products and services, referring customers to appropriate staff as indicated.
• Assist with safe deposit duties by opening accounts, controlling access, assisting customers and processing affiliated reports.
• May receive and process stop payment and hold orders.
• May accept loan, installment and collection payments.
• Provide effective customer service and assist in resolving problems within given authority.
• Record, file, update information and sort mail or reports as required.
• Assist in answering telephones and direct callers to proper bank personnel.
• May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks).
• Process address changes, check and deposit slip orders, endorsement stamp orders; assist with other operational duties as assigned.
• May type routine letters, reports and forms.
• Maintain files, copies and faxes documents, and may assist in ordering and distributing supplies.

The…