Banking Specialist II

Belay Bank; California; Hybrid; USD 35,000 - 43,000; Full time

Job summary

First Bank is seeking a personable Banker to balance teller operations with relationship-building responsibilities in a busy branch. You will process transactions, open consumer deposit accounts, cross-sell First Bank products, and build enduring client relationships.

The role emphasizes active client engagement, understanding financial needs, and guiding customers toward digital banking solutions while upholding bank policies and security standards.

Qualifications

• At least one year of customer service, sales, retail banking, teller, or financial services experience required. Experience opening deposit accounts and cross-selling products is preferred.

Responsibilities

• Develop and maintain client relationships through proactive engagement and needs-based discussions.
• Open and service consumer deposit accounts (checking, savings, money market, CDs) and cross-sell banking products.
• Process client transactions accurately (deposits, withdrawals, payments, cashier's checks) and balance cash drawer.
• Engage clients in the lobby, promote First Bank products, and educate on digital banking solutions.
• Identify referrals and connect clients with appropriate banking solutions and business partners.

Skills

Client Relationship Development

Deposit Growth

Teller Operations

Lobby Engagement

Referrals and Business Development

Job description

In this role, you will create and deliver a positive client experience while balancing both teller operations and relationship-building responsibilities. Approximately 50% of your time will be dedicated to processing financial transactions, maintaining operational accuracy, and supporting branch operations. The remaining 50% will focus on building client relationships, identifying financial needs, opening consumer deposit accounts, cross-selling bank products and services, generating referrals, and deepening existing client relationships.

You must have a positive attitude, be a team player, actively engage clients in financial conversations, and identify opportunities to help clients achieve their financial goals through First Bank products and services. You will serve as both a trusted banker and an operational resource while maintaining the security of client information and adhering to all bank policies and procedures.

In This Role You Will

• Client Relationship Development

Build and maintain client relationships through proactive engagement, financial conversations, and personalized service. Conduct needs-based discussions to identify client goals and recommend appropriate deposit, lending, and digital banking solutions. Work to deepen existing relationships and increase share of wallet through ongoing client interaction.

• Deposit Growth and Cross-Selling

Open and service consumer deposit accounts including checking, savings, money market, and certificate accounts. Cross-sell banking products and services based on client needs. Generate referrals to mortgage, business banking, investments, and other internal business partners when appropriate.

• Teller Operations and Transaction Processing

Process client transactions accurately and efficiently, including deposits, withdrawals, payments, cashier's checks, and other branch services. Balance cash drawer, maintain cash limits, and perform teller-related operational responsibilities in accordance with established procedures. Support daily branch operational needs while ensuring adherence to all security and compliance requirements.

• Lobby Engagement and Client Education

Actively engage clients in the lobby to identify service opportunities, promote First Bank products and services, and educate clients on digital banking solutions. Assist clients in adopting self-service and digital channels that improve their banking experience.

• Referrals and Business Development

Consistently identify opportunities through client conversations and branch interactions. Meet referral, cross-sell, and relationship growth expectations by connecting clients with appropriate banking solutions and business partners.

Qualifications

At least one plus years of customer service, sales, retail banking, teller, or financial services experience required. Previous experience opening deposit accounts, cross-selling products, generating referrals, or conducting client financial conversations is strongly preferred.

Additional Competency

Relationship Building and Sales: Ability to develop client relationships, identify financial needs, recommend banking solutions, cross-sell products and services, and generate qualified referrals through consultative conversations. This role will have sales goals assigned.

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$25.75 - $31.50 per hour

About Us

Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.

Diversity

At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.

First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.

Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.

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