Relationship Banking Specialist - Teller & Client Advisor

First Bank; California; Hybrid; USD 36,000 - 44,000; Full time

Job summary

First Bank is seeking a customer-focused banker to balance teller operations with relationship-building responsibilities. About 50% time on transactions and 50% on client relationships, deposits, cross-selling, and referrals. You will promote digital banking and guide clients to First Bank products while ensuring security and compliance.

A collaborative, positive attitude is essential. The role emphasizes building trust with clients, opening deposit accounts, and contributing to branch

Qualifications

• At least one plus years of customer service, sales, retail banking, teller, or financial services experience required.
• Experience opening deposit accounts, cross-selling products, generating referrals, or conducting client financial conversations is strongly preferred.

Responsibilities

• Client Relationship Development: build and maintain relationships, conduct needs-based discussions, and recommend banking solutions.
• Deposit Growth and Cross-Selling: open/serve consumer deposit accounts and cross-sell products, generate referrals to partners.
• Teller Operations and Transaction Processing: process deposits, withdrawals, payments, cashier's checks, balance cash drawer, and maintain security.
• Lobby Engagement and Client Education: engage clients in the lobby, promote First Bank products, and educate on digital channels.
• Referrals and Business Development: identify opportunities and connect clients with appropriate banking solutions.

Skills

Client relation development

Cross-selling

Teller operations

Cash handling

Customer service

Sales

Job description

First Bank is seeking a customer-focused banker to balance teller operations with relationship-building responsibilities. About 50% time on transactions and 50% on client relationships, deposits, cross-selling, and referrals. You will promote digital banking and guide clients to First Bank products while ensuring security and compliance.

A collaborative, positive attitude is essential. The role emphasizes building trust with clients, opening deposit accounts, and contributing to branch