First Bank

Banking Specialist II

First Bank  •  $25.50/hr  •  Irvine, CA (Onsite)  •  1 month ago
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Job Description

About this Role

In this role, you will create and deliver a positive customer experience while conducting financial transactions. You must have a positive attitude, be a team player, and actively listen to clients' financial needs to refer them to the appropriate bank product or representative. Additionally, you must adapt well to the changing workplace environment, handle customer service complaints, maintain the security of customer information, prioritize items of significance, and manage your assigned cash drawer responsibly.

In this Role You Will

  • Client Experience 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.
  • Referrals Identify opportunities through meaningful conversations with clients and make appropriate referrals to branch staff or other partners.
  • Lobby Engagement 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.
  • Product and Procedural Knowledge Apply product and procedural knowledge to address client requests.
  • Operational Compliance 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.
  • Other Duties Perform other duties as assigned.

Qualifications, Competencies and Skills

  • Education: High school diploma or GED is required.
  • Experience: At least one year of relevant work experience preferred; prior banking experience is strongly preferred.
  • Accuracy and Attention to Detail Ability to process information and transactions with high levels of accuracy.
  • Addressing Client Needs Knowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers.
  • Digital Awareness 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.
  • Effective Communications 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.
  • Critical Thinking Knowledge of and ability to utilize processes, tools, and techniques for detecting, addressing, and preventing fraudulent situations.
  • Managing Multiple Priorities Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
  • Problem Solving 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.

Compensation Disclosure

The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the stated range. The range is driven by the geographic location of the anticipated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance.

A reasonable estimate of the current pay range is $20.75 - $25.50 hourly.

First Bank

About First Bank

Founded in 1910, First Bank has been dedicated to serving our clients and local communities since day one. We’ve been around for over 100 years and know the value of providing superior products, delivering quality service, and ensuring our clients have a consistent, personalized experience with us.

Our history is full of successes, commitment, and first-hand experience that have helped shape what we stand for and who we are as a partner, financial services provider, and an employer. Every day we make decisions guided by our vision of successfully helping family-owned businesses, their families, and employees thrive through the generations.

Our people are our biggest asset. They make us who we are, and we value the diverse, unique perspective of each of our employees. We welcome those who share our values of people, teamwork, courage, integrity, passion, purpose, and responsibility. First Bank is a community of people who value partnerships, meaningful connections, who genuinely care, and will welcome you to the First Bank family.

We put our people first because when our people are at their best, our clients get the best.

Member FDIC. Equal Housing Lender.

First Bank does not use LinkedIn as a client service tool and users should refrain from posting personal information. Please contact the First Bank Service Center for client service needs.

Privacy policy: https://www.first.bank/About/Disclosures/Privacy-Statement

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Unknown
Year Founded
1910
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