Client-Driven 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

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.