Universal Banker: Client Relationships & Teller Expert

First-Bank; Los Angeles (CA); On-site; USD 30,000 - 37,000; Full time

Job summary

First Bank seeks a Universal Banker (Teller & Client Relationship Banker) in Los Angeles. You will balance teller duties with building client relationships, handling deposits, and cross-selling bank services to meet client needs.

In this role you will process transactions accurately, open consumer accounts, promote digital banking, and generate referrals to other bank partners. You will actively engage clients in conversations to help them achieve financial goals while upholding security and

Qualifications

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

Responsibilities

• Build and maintain client relationships through proactive engagement, financial conversations, and personalized service.
• Conduct needs-based discussions to identify client goals and recommend appropriate deposit, lending, and digital banking solutions.
• Open and service consumer deposit accounts including checking, savings, money market, and certificate accounts; cross-sell products and services.
• Generate referrals to mortgage, business banking, investments, and other internal partners when appropriate.
• Balance cash drawer, process client transactions, and ensure security and compliance in teller operations.

Skills

Customer service

Sales

Teller experience

Financial services

Job description

First Bank seeks a Universal Banker (Teller & Client Relationship Banker) in Los Angeles. You will balance teller duties with building client relationships, handling deposits, and cross-selling bank services to meet client needs.

In this role you will process transactions accurately, open consumer accounts, promote digital banking, and generate referrals to other bank partners. You will actively engage clients in conversations to help them achieve financial goals while upholding security and