Hybrid Banking Advisor: Client Solutions & Engagement

First Bank; Walnut Creek (CA); Hybrid; USD 39,000 - 45,000; Full time

Job summary

First Bank is seeking a client-centric professional to be the first point of contact for our clients. You will welcome clients and strengthen relationships through our world-class client service model, delivering full conversations to identify suitable financial solutions and leveraging internal partnerships to grow the client base.

In this role you will acquire and deepen the branch client base, provide guidance on digital/self-serve options, manage branch operations, and perform other duties

Qualifications

• High School Diploma or equivalent required.
• Prior cash handling experience preferred.
• Minimum 24 months of sales and/or banking experience preferred.
• NMLS registry required.

Responsibilities

• Client Acquisition and Engagement: Acquire and deepen the branch client base through proactive service and sales activities, including needs assessments and tailored financial solutions.
• Advice and Guidance: Drive solutions-based conversations to meet clients' financial needs, including digital and self-serve options.
• Risk Management and Operations: Manage risk by adhering to policies and procedures and ensure efficient branch operations.
• Other Duties: Perform other duties as needed.

Skills

Customer service

Sales experience

Cash handling

Attention to detail

Communication skills

Education

High School Diploma or Equivalent

Job description

First Bank is seeking a client-centric professional to be the first point of contact for our clients. You will welcome clients and strengthen relationships through our world-class client service model, delivering full conversations to identify suitable financial solutions and leveraging internal partnerships to grow the client base.

In this role you will acquire and deepen the branch client base, provide guidance on digital/self-serve options, manage branch operations, and perform other duties