Floating Banking Specialist II

First Bank • Costa Mesa, CA

3d • Hybrid

About The Position

As a Floating Teller, you are often the first point of contact for our customers and play a vital role in shaping their banking experience. This position supports our Costa Mesa, Irvine, Laguna Hills, Westminster, Newport Beach and Huntington Beach. You will conduct financial transactions, listen closely to customers’ financial needs, and refer them to appropriate products or partners, all while maintaining a positive attitude, safeguarding sensitive information, and adapting seamlessly to different branch environments.

Requirements

• High school diploma or GED is required.
• At least one year of relevant work experience preferred; prior banking experience is strongly preferred.
• Ability to process information and transactions with high levels of accuracy.
• Knowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers.
• Shares, shows, and supports clients on a variety of technological digital and online tools and resources, allowing them to explore solutions to achieve their financial goals and well-being.
• Understanding of effective communication concepts, tools, and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
• Knowledge of and ability to utilize processes, tools, and techniques for detecting, addressing, and preventing fraudulent situations.
• Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
• Knowledge of approaches, tools, and techniques for recognizing, anticipating, and resolving organizational, operational, or process problems; ability to apply this knowledge appropriately to diverse situations.

Responsibilities

• Deliver a unique client experience aimed at improving client financial well-being and creating loyalty while increasing share of wallet.
• Process a variety of client interactions, educate clients on alternatives available for their financial interactions, and identify banking opportunities during client interactions, referring as appropriate.
• Identify opportunities through meaningful conversations with clients and make appropriate referrals to branch staff or other partners.
• Perform lobby engagement activities to connect with clients and position First Bank products to meet their needs.
• Educate clients on options for managing financial transactions by leveraging technology, tools, and resources.
• Apply product and procedural knowledge to address client requests.
• Adhere to all policies and procedures, demonstrate sound judgment within established limits, and ensure teller and branch daily operations and maintenance transactions are completed efficiently and accurately.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED