Relationship Banker & Client Specialist

First Bank

Chesterfield (MO)

On-site

USD 42,000 - 54,000

Full time

3 days ago
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Job summary

First Bank is seeking a Banking Specialist II to deliver outstanding client service, open new accounts, and support daily banking operations in a customer-centric environment.

You will engage clients with product knowledge, assist in loan processes, and help drive branch sales while maintaining compliance and accurate cash handling. The role offers growth through varied responsibilities in a dynamic team.

Qualifications

  • Minimum of 12 months previous client service experience preferred.
  • Previous cash-handling experience required.
  • Previous banking experience strongly preferred.
  • NLMS registration preferred.

Responsibilities

  • Provide excellent client service by opening new accounts and maintaining them for current and new clients.
  • Explain rates, terms and fees on products and services and provide required disclosures.
  • Promote online banking, online bill pay, ATM network and debit card services.
  • Assist in processing loan applications and closings.
  • Increase sales and cross-sell opportunities through events and referrals.
  • Balance cash drawers and ensure accurate, expeditious transactions.
  • Support branch compliance with audits, security, and regulatory tasks.
  • Coach Banking Specialist I on products, policies and procedures.
  • Proactively refer clients to appropriate bank areas to reach sales goals.

Skills

Client service
Cash handling
Banking experience

Education

High School Diploma or Equivalent

Job description

First Bank is seeking a Banking Specialist II to deliver outstanding client service, open new accounts, and support daily banking operations in a customer-centric environment.

You will engage clients with product knowledge, assist in loan processes, and help drive branch sales while maintaining compliance and accurate cash handling. The role offers growth through varied responsibilities in a dynamic team.

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