Banking Relationship & Accounts Specialist

Business First Bank; Pasadena (CA); On-site; USD 42,000 - 60,000; Full time

Job summary

Business First Bank in Pasadena, CA seeks a Universal Banker to deliver high‑quality customer service by handling transactions and needs assessments while building relationships to meet sales goals.

You will serve as the first point of contact, process a broad range of banking activities, and support campaigns through cross‑selling. Strong communication and teamwork are essential to success in this role.

Qualifications

• Minimum 2 years of personal banking or teller experience with emphasis on customer service.
• Knowledge of bank deposits, lending products, and credit products for opening accounts or referrals.
• Excellent verbal and written communication, relationship-building, collaboration and problem solving.

Responsibilities

• Serve as the first point of contact to meet customers' financial service needs and cross-sell Bank products.
• Handle a broad range of banking center activities including transaction processing and new account sales.
• Assist management with day-to-day transactions, reporting, issue resolution, and customer inquiries.
• Ensure compliance with Bank policy and regulatory requirements; maintain client confidentiality.

Skills

Customer service

Relationship building

Communication

Teamwork

Problem solving

Education

High School Diploma or GED

Job description

Business First Bank in Pasadena, CA seeks a Universal Banker to deliver high‑quality customer service by handling transactions and needs assessments while building relationships to meet sales goals.

You will serve as the first point of contact, process a broad range of banking activities, and support campaigns through cross‑selling. Strong communication and teamwork are essential to success in this role.