Tri Counties Bank · 22 hours ago
Customer Support Agent
Chico, CA
Full-time
Onsite
Entry Level
$18/hr - $19.20/hr
1+ years expTri Counties Bank is a community-focused financial institution dedicated to exceptional service. The Customer Support Agent role involves delivering superior customer experiences, problem-solving, and recommending bank products while collaborating with team members to address customer concerns.
BankingFinanceFinancial Services
Responsibilities
Delivers a measurably superior customer experience. This is done by listening, empathizing, taking ownership of issues, collaborating as needed, and effectively relaying solutions in a fast-paced environment
Communicates effectively. Communicate verbally and through messages clearly and accurately. Have a friendly and helpful demeanor and seek to make every interaction enjoyable
Problem solving. Proactively troubleshoot, diagnose, and repair issues with products, services, and technology. When they don’t know the answer, they commit to finding and understanding it
Customer growth and acquisition. Recommend the bank’s products and services by recognizing opportunities, asking questions, and sharing their knowledge. Ensure the customer is then connected to the right person to deliver those solutions
Maintains and grows an extensive knowledge base. Learns the bank’s products, services, policies, procedures, and systems. As well as learns about relevant industry regulations and adapts rapidly to changes and new offerings
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
Upholds security and confidentiality. Strictly follows policies and procedures to protect private information and finances. Should also be able to identify potential exception situations and collaborate with leadership on creative solutions
Uses technology to enhance our humanity. Help our customer’s leverage tech solutions to save them time and money. Consistently use systems like our Salesforce customer relationship platform to grow relationships and communicate more effectively
Helping as needed. Help keep the business running by assisting with other duties as assigned, including customer messaging, data entry, reports, and other tasks
Qualification
Required
One or more year's customer service or professional business experience required
High school diploma or GED required
Previous customer service experience required
Strong professional verbal/written and reading comprehension communication skills required
High level proficiency in personal computers, email, chat, Salesforce CRM, and other Windows based programs required as well as the ability to learn new systems
Ability to work in a fast-paced team environment and remain focused for extended periods of time
Ability to communicate verbally and in writing with both customers and colleagues in a professional and clear manner
Ability to follow established procedures and maintain a positive attitude while handling difficult and/or repetitive interactions
Preferred
Financial services or call center experience preferred
Spanish language skills are a plus but not required
Benefits
Up to 20 days paid vacation/holidays your first year
Medical/dental/vision coverage
Employee Stock Ownership Program
401k
Company
Tri Counties Bank
Tri Counties Bank provides financial services and mobile banking access.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-04-19IPO
Leadership Team
Angela Rudd
SVP Chief Risk Officer
Bret Funderburgh
SVP, Deputy Chief Credit Officer
Recent News
MarketScreener
2025-10-24
2025-10-23
Company data provided by crunchbase