Banking Specialist II

Belay Bank; Irvine, Northern (CA, KY); Hybrid; USD 29,000 - 36,000; Full time

Job summary

First Bank is seeking a friendly Teller to create a positive customer experience while processing 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.

Adaptability to a changing workplace and safeguarding customer information are essential. You will handle cash drawer responsibilities, maintain accuracy, and support lobby engagement and referrals.

Qualifications

• 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.
• 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.

Responsibilities

• Deliver a positive client experience while processing financial transactions.
• Refer clients to appropriate bank products or representatives.
• Engage with clients in the lobby and educate on digital tools for managing finances.
• Apply product and procedural knowledge to address client requests.
• Adhere to policies and ensure accurate teller and branch operations.
• Perform other duties as assigned.

Skills

Positive attitude

Team player

Active listening

Accuracy and attention to detail

Cash drawer management

Digital awareness

Effective communication

Critical thinking

Managing multiple priorities

Problem solving

Education

High school diploma or GED

Job description

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.

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.

At First Bank, we embrace a hybrid work environment which allows employees to work at an alternative location depending upon the needs of their job and team. The in-office days are designed to inspire increased collaboration, development, productivity, and quick decision making.

Hybrid schedules should include at least two full days in the office with more or all in-office days expected of our client facing teams and the groups that support them in the business.

Fully in Office