Banking Specialist II

First Bank•Los Angeles, CA

13d•$26 - $32•Hybrid

About The Position

As a Float Universal Banker II, you will be based in our Encino branch and provide in-person coverage at First Bank locations in Encino, Malibu, Woodland Hills, Westlake Village, and Ventura based on staffing and business needs. This is a multi-branch role requiring regular travel between assigned locations and flexibility regarding your daily work location. In this role, you will 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, balancing a cash drawer, and supporting daily branch operations. The remaining 50% will focus on building client relationships, identifying financial needs, opening and servicing consumer deposit accounts, cross-selling bank products and services, generating qualified referrals, and deepening existing client relationships. This position is well suited for someone with experience as a Universal Banker, Personal Banker, Relationship Banker, Teller, Financial Services Representative, Member Services Representative, or similar retail banking professional. You must have a positive attitude, work effectively as part of a team, 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 protecting client information and following all bank policies, procedures, security requirements, and compliance standards.

Requirements

High school diploma or equivalent.
At least one year of customer service, sales, retail banking, teller, or financial services experience.
Experience working directly with clients or customers in a service or sales environment.
Ability to process financial transactions accurately and handle cash responsibly.
Ability to build client relationships, conduct needs-based conversations, and recommend appropriate products and services.
Ability to meet assigned sales, service, referral, and relationship-growth goals.
Strong verbal communication, listening, and client-service skills.
Ability to learn and apply banking products, operational procedures, security requirements, and compliance standards.
Strong attention to detail and the ability to maintain accuracy in a fast-paced environment.
Ability to work effectively with different managers and branch teams.
Ability to adapt to changing work locations, staffing needs, and operating priorities.
Reliable transportation and the ability to travel regularly among First Bank locations in Encino, Malibu, Woodland Hills, Westlake Village, and Ventura.
Ability to work a flexible schedule based on business and branch coverage needs, which may include Saturdays.

Nice To Haves

Previous experience as a Universal Banker, Personal Banker, Relationship Banker, Teller, Financial Services Representative, Member Services Representative, Branch Banker, Consumer Banker, or similar retail banking professional.
Previous experience opening and servicing consumer deposit accounts.
Experience balancing a cash drawer and performing teller transactions.
Experience cross-selling banking or financial products and services.
Experience generating referrals to mortgage, business banking, investments, lending, or other financial-service partners.
Experience conducting financial needs conversations or using a consultative sales approach.
Experience meeting individual sales, service, referral, or relationship-growth goals.
Experience working at multiple branch locations or providing float coverage.
Working knowledge of consumer deposit products, digital banking services, branch operations, and client account servicing.

Responsibilities

Provide teller, client service, and relationship-banking coverage at First Bank locations in Encino, Malibu, Woodland Hills, Westlake Village, and Ventura
Travel regularly among assigned branch locations based on staffing levels, employee absences, vacations, open positions, training needs, and other business demands
Adapt quickly to different branch environments, client needs, transaction volumes, and operating priorities.
Maintain consistent service, transaction accuracy, security, and compliance standards at every assigned location
Develop effective working relationships with branch managers and team members throughout the assigned market
Remain flexible regarding daily work location and branch coverage assignments
Maintain reliable transportation and the ability to travel between assigned branch locations
Build and maintain strong client relationships through proactive engagement, financial conversations, and personalized service.
Conduct needs-based discussions to understand client goals and recommend appropriate deposit, lending, and digital banking solutions.
Deepen existing client relationships by helping clients make fuller use of appropriate First Bank products and services.
Provide a welcoming, professional, and consistent experience to clients at every assigned branch.
Follow up on client needs and service requests to support client satisfaction and retention.
Recognize opportunities to introduce clients to additional products, services, and internal business partners.
Open and service consumer deposit accounts, including checking, savings, money market, and certificate accounts.
Explain account features, benefits, fees, and service options clearly and accurately.
Complete account documentation and required client identification procedures in accordance with bank policies and applicable requirements.
Assist clients with account maintenance, product questions, service requests, and issue resolution.
Maintain accurate client and account information.
Protect confidential client information throughout all account-opening and servicing activities.
Identify client needs and recommend appropriate First Bank products and services through consultative, needs-based conversations.
Cross-sell consumer banking products and services based on the client’s financial goals and circumstances.
Support deposit growth by developing new client relationships and deepening existing relationships.
Educate clients on checking, savings, money market, certificate, debit card, and digital banking solutions.
Meet assigned sales, service, referral, and relationship-growth expectations.
Maintain current knowledge of First Bank products, services, promotions, and client eligibility requirements.
Use follow-up and relationship-management activities to support long-term client retention and product usage.
Process client transactions accurately and efficiently, including deposits, withdrawals, loan payments, transfers, cashier’s checks, and other branch services.
Handle cash responsibly and follow established cash-control, transaction-verification, and security procedures.
Balance the cash drawer accurately and maintain established cash limits.
Identify and appropriately escalate transaction discrepancies, suspicious activity, client concerns, and operational issues.
Support daily opening, closing, balancing, and other teller-related operational responsibilities.
Follow all procedures related to transaction processing, client identification, funds availability, account security, and loss prevention.
Maintain an organized and secure work area.
Support branch operational needs while delivering prompt and professional client service.
Proactively engage clients in the lobby and other branch areas to determine how First Bank can assist them.
Identify service, product, and relationship-building opportunities through client conversations.
Help clients understand and use online banking, mobile banking, electronic statements, alerts, debit card tools, and other digital banking services.
Assist clients in adopting self-service and digital options that make banking more convenient.
Direct clients to the appropriate banker, branch resource, or internal business partner when additional assistance is needed.
Balance digital education with personalized service based on each client’s preferences and needs.
Consistently identify referral and business-development opportunities through client conversations and branch interactions.
Generate qualified referrals to mortgage, consumer lending, business banking, investments, and other internal business partners when appropriate.
Connect clients with the appropriate First Bank resource and provide a professional introduction whenever possible.
Follow up on referral opportunities in accordance with established branch practices.
Contribute to individual and branch sales, referral, deposit-growth, and client-retention goals.
Participate in branch sales activities, client outreach efforts, and relationship-development initiatives.
Represent First Bank professionally in each assigned market.
Follow all First Bank policies, procedures, operational controls, and security requirements.
Maintain the confidentiality and security of client, employee, and bank information.
Complete all required documentation accurately and on time.
Observe transaction activity and client behavior for potential fraud, suspicious activity, security concerns, or financial exploitation.
Promptly escalate concerns through the appropriate internal channels.
Complete required training and maintain working knowledge of procedures applicable to the role.
Support audits, operational reviews, and loss-prevention efforts as assigned.
Work collaboratively with branch managers, bankers, tellers, and business partners across the assigned market.
Provide dependable coverage and contribute wherever needed to maintain effective branch service and operations.
Communicate promptly with leadership regarding branch assignments, scheduling issues, operational concerns, and client-service needs.
Share product, service, and operational knowledge with other team members.
Maintain a positive, professional, and adaptable approach when moving among branches.
Perform other duties and responsibilities as assigned.