Client Experience Banking Specialist | Hybrid Role

First Bank; Irvine, Northern (CA, KY); Hybrid; USD 29,000 - 35,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

First Bank in Irvine, CA is seeking a customer-focused position to deliver a positive client experience while handling financial transactions. The role emphasizes teamwork, active listening, and referral of clients to appropriate bank products or representatives.

It requires adaptability to a changing workplace and strong attention to security and accuracy. The role focuses on client engagement, referrals to branch staff, and representing First Bank through lobby interactions and digital tools

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

• Client Experience: Deliver a unique client experience aimed at improving client financial well-being and creating loyalty while increasing share of wallet.
• 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.
• 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.

Skills

Client experience

Team player

Active listening

Digital awareness

Effective communications

Critical thinking

Managing multiple priorities

Problem solving

Education

High school diploma or GED

Job description

First Bank in Irvine, CA is seeking a customer-focused position to deliver a positive client experience while handling financial transactions. The role emphasizes teamwork, active listening, and referral of clients to appropriate bank products or representatives.

It requires adaptability to a changing workplace and strong attention to security and accuracy. The role focuses on client engagement, referrals to branch staff, and representing First Bank through lobby interactions and digital tools