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Senior Business Banker

Company: Tri Counties Bank
Location: Modesto
Posted on: June 9, 2021

Job Description:

Check us out...doing so could be the best career move you ever make.

We, at Tri Counties Bank, still believe in the vision of the helpful and caring Community Banker. As a Senior Business Banker your primary goal is to build a banker-client relationship based on purpose, value, and trust with small businesses and the community. You will spend the time necessary to truly understand the business 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. By providing savvy business solutions you will position the business, the community, and their employees for continued growth and financial success.


  • Reach out and engage the local business community and proactively develop business and community relationships. Represent the bank at civic/government, industry and community functions.
  • Proactively engage in quality conversations with new and existing customers to discover their business and personal goals in order to individually understand their current and future needs.
  • Share knowledge of ways that small business customers can save money, make more money or make their banking more convenient by utilizing Tri Counties Bank services and products.
  • Employ appropriate solutions for small business customers and their employees. Follow through and honor commitments to ensure their financial needs and goals are fulfilled.
  • Prepare a calling plan for each new business prospect in conjunction with the strategic business development program.
  • Partner with Branch Manager to develop and implement promotional sales campaigns, cross-sell plans and tele-consulting activities.
  • Be a leader by living the One Team concept which includes personal joint calling efforts by collaborating with business partners to acquire, expand, and retain business customer relationships.
  • Coach and develop branch team members on product knowledge, relationship building, partner collaboration, and skill development.


  • Maintain accurate sales records and regularly reviews sales results with Branch Manager and prepare an action plan taking appropriate steps to meet/exceed sales objectives.
  • Maintain an awareness of competitive products, practices, rates and changes in market area.
  • Maintain a current understanding of Bank policies and procedures.
  • Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties.
  • 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.
  • Demonstrated sales and marketing experience with a track record of exceptional customer service and proven high performance.
  • Business to business sales or financial services sales experience.
  • Business financial analysis experience preferred
  • Exceptional organizational, verbal and written communication skills.
  • Able to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS).


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.

Tri Counties Bank is an equal opportunity employer including veterans and individuals with disabilities.

Keywords: Tri Counties Bank, Modesto , Senior Business Banker, Other , Modesto, California

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