Personal Banker

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

In this role, you are the first point of contact for our clients! In addition to welcoming our clients, you will strengthen relationships with our world-class client service model. You will deliver a full conversation with every interaction to identify appropriate financial solutions. Leverage internal partnerships to acquire, expand and retain client base.

In this Role You Will

• 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, enhancing loyalty through various interactions. Offer advice on digital and self-serve banking options to simplify and expedite transactions.
• Risk Management and Operations: Manage risk by adhering to policies and procedures, ensuring efficient and accurate branch operations.
• Other Duties: Perform other duties as needed.

Note: As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.

Qualifications, Competencies and Skills

• High School Diploma or Equivalent
• Previous cash-handling experience preferred
• Minimum of 24 months of sales and/or banking experience preferred
• NMLS registry required
• Good analytical skills
• Developed customer service skills, including written and verbal communication
• Ability to use a PC and alpha/numeric keyboard
• Flexible work week schedule, which may include Saturdays

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$28-$33 an 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.

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

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