First Bank

Banking Specialist III-Sales

First Bank  •  $58k/yr  •  Westlake Village, CA (Onsite)  •  3 days ago
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Job Description

About this Role

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.

In this Role You Will

  • 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.

Note: As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.

Qualifications, Competencies and Skills

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

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 $23.75 - $29.00, 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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