Relationship Banker: Client Accounts & Loans Specialist

First Bank; Westlake Village (CA); On-site; USD 52,000 - 76,000; Full time

Job summary

First Bank is seeking a Banking Specialist II to join our branch team in California. This role focuses on opening new accounts, handling transactions, and providing exceptional client service while building relationships with clients and cross-selling products.

A strong emphasis on accuracy, compliance, and customer care is essential. You will support daily branch operations, assist with loan applications and disclosures, and work to grow client satisfaction.

Qualifications

• High School Diploma or Equivalent.
• Minimum of 12 months client service experience preferred.
• Previous cash-handling experience required.
• Previous banking experience strongly preferred.
• NMLS registration preferred.
• 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.

Responsibilities

• Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank.
• Providing maintenance on accounts and products when requested and authorized by the client.
• Expanding the use of alternative delivery systems by explaining Online Banking, Online Bill Pay, ATM network, Debit Card, and Client Contact Center.
• Identifying the need for borrowing and originating consumer loan applications; assisting in processing loan applications and closing.
• Increasing sales and cross-sell opportunities by participating in sales events and promotional activities.
• Greeting clients with a courteous and friendly demeanor and maintaining relationships by processing transactions such as deposits, withdrawals, payments, and check cashing.

Skills

Customer service

Cash handling

Banking experience

NMLS registration

Communication skills

Education

High School Diploma or equivalent

Job description

First Bank is seeking a Banking Specialist II to join our branch team in California. This role focuses on opening new accounts, handling transactions, and providing exceptional client service while building relationships with clients and cross-selling products.

A strong emphasis on accuracy, compliance, and customer care is essential. You will support daily branch operations, assist with loan applications and disclosures, and work to grow client satisfaction.