Part Time Upwork Com Data Entry Jobs in Santa Rosa, CA

Get your foot in the door for an opportunity that could lead to fantastic career possibilities...this part-time Teller position includes our benefit plan of 401K, ESOP, holiday, vacation and sick time...plus a whole lot more!

The hiring range for this opportunity is $18.00 to $19.00 per hour along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.

POSITION SUMMARY & MISSION – Teller

Tellers sustain and elevate trust and satisfaction of Tri Counties Bank customers by expertly executing account transactions, making referrals to banking partners, and proactively initiating telephone contact with account holders.

SCOPE & COMPLEXITY

• Safeguard a cash fund of up to $25,000, maintaining an accurate record of deposits and disbursements.
• Execute an average of 25-50 account transactions per day for customers visiting the branch.
• Regularly operate nine desktop computer applications for:
  • Customer deposit, withdrawal, check cashing, and cashier’s check transactions (“Desktop Teller”)
  • Customer account balance inquiries and account maintenance (“Signature”)
  • Federal compliance (“Verafin”)
  • Customer account report and document access (“Nautilus”)
  • Customer relationship management (“Salesforce”)
  • Transaction source capture (“BackCounter”)
  • Foreign currency transactions (“CurrencyTeller”)
  • Internal communications (“Outlook”)
  • Personal timekeeping (UltiPro)

MAJOR RESPONSIBILITIES

• 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.
• Probes for customer financial needs and recommends bank products and services.
• Refers retail loan and deposit products.
• Meets referral goals as assigned.
• Provides prompt, efficient and friendly service to Bank customers ensuring that all customer transactions are handled timely and accurately according to guidelines.
• Ensures that cash and security procedures are followed accounting for assigned cash. 
• Balances cash drawer and maintains drawer within limits.
• Completes necessary documentation and data entry.
• Processes all deposit and loan transactions.
• Makes outbound calls to new and existing customers to maintain contact and satisfy servicing needs. 
• 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.
• Performs other duties as assigned.

EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED

• High school diploma or GED required.
• Effective selling and cross-selling skills.
• Excellent written and verbal communication skills.
• Ability to utilize personal computers and Windows based programs.
• Able to successfully complete Bank’s product and sales training courses.  

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 with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.

Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.

As California's Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members.

Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Age/Disability/Veteran.

Careers-TCB-Notice-of-Collection.pdf