Banking Specialist II

First Bank•Los Angeles, CA

1d•$26 - $32•Onsite

About The Position

In this role, you will create and deliver a positive client experience while balancing both teller operations and relationship-building responsibilities. Approximately 50% of your time will be dedicated to processing financial transactions, maintaining operational accuracy, and supporting branch operations. The remaining 50% will focus on building client relationships, identifying financial needs, opening consumer deposit accounts, cross-selling bank products and services, generating referrals, and deepening existing client relationships. You must have a positive attitude, be a team player, actively engage clients in financial conversations, and identify opportunities to help clients achieve their financial goals through First Bank products and services. You will serve as both a trusted banker and an operational resource while maintaining the security of client information and adhering to all bank policies and procedures.

Requirements

At least one plus years of customer service, sales, retail banking, teller, or financial services experience required.
Ability to develop client relationships, identify financial needs, recommend banking solutions, cross-sell products and services, and generate qualified referrals through consultative conversations.
This role will have sales goals assigned.

Nice To Haves

Previous experience opening deposit accounts, cross-selling products, generating referrals, or conducting client financial conversations is strongly preferred.

Responsibilities

Build and maintain client relationships through proactive engagement, financial conversations, and personalized service.
Conduct needs-based discussions to identify client goals and recommend appropriate deposit, lending, and digital banking solutions.
Work to deepen existing relationships and increase share of wallet through ongoing client interaction.
Open and service consumer deposit accounts including checking, savings, money market, and certificate accounts.
Cross-sell banking products and services based on client needs.
Generate referrals to mortgage, business banking, investments, and other internal business partners when appropriate.
Process client transactions accurately and efficiently, including deposits, withdrawals, payments, cashier's checks, and other branch services.
Balance cash drawer, maintain cash limits, and perform teller-related operational responsibilities in accordance with established procedures.
Support daily branch operational needs while ensuring adherence to all security and compliance requirements.
Actively engage clients in the lobby to identify service opportunities, promote First Bank products and services, and educate clients on digital banking solutions.
Assist clients in adopting self-service and digital channels that improve their banking experience.
Consistently identify opportunities through client conversations and branch interactions.
Meet referral, cross-sell, and relationship growth expectations by connecting clients with appropriate banking solutions and business partners.