Retail Service and Sales Specialist - Santa Barbara

First Bank • Santa Barbara, CA

2d

About The Position

In this role, you are the first point of contact for our clients! In addition
to welcoming our clients, you will strengthen relationships with our world-class
client service model. You will deliver a full conversation with every
interaction to identify appropriate financial solutions. Leverage internal
partnerships to acquire, expand and retain client base.

Requirements

• High School Diploma or Equivalent
• NMLS registry required
• Proven sales skills
• Good analytical skills
• Developed customer service skills, including written and verbal communication
• Ability to use a PC and alpha/numeric keyboard
• Flexible work week schedule, which may include Saturdays

Nice To Haves

• Previous cash-handling experience preferred
• Minimum of 24 months of sales and/or banking experience preferred
• Life License (LB) preferred

Responsibilities

• Client Acquisition and Engagement: Acquire and deepen the branch client base through proactive service and sales activities, including needs assessments and tailored financial solutions.
• Advice and Guidance: Drive solutions-based conversations to meet clients' financial needs, enhancing loyalty through various interactions. Offer advice on digital and self-serve banking options to simplify and expedite transactions.
• Risk Management and Operations: Manage risk by adhering to policies and procedures, ensuring efficient and accurate branch operations.
• Other Duties: Perform other duties as needed.

What This Job Offers

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