Virtual Banker - California

First-Bank; Los Angeles (CA); On-site; USD 33,000 - 40,000; Full time

Job summary

First Bank is seeking a Bilingual (Spanish/English) Virtual Banker in Los Angeles to handle ITM transactions and client inquiries via multiple channels. The role emphasizes interactions on camera and online onboarding support, with a friendly, professional demeanor.

You will process deposits and transfers, guide clients through ITM steps, monitor machines, and cross-sell bank products while meeting referral goals in a hybrid work setting.

Qualifications

• High School diploma or equivalent.
• Minimum of three years experience in banking, customer service or other related area required.
• Bi-lingual Spanish/English speaking, reading and writing required
• Ability to communicate, verbally, through video
• Experience communicating via virtual technology (Skype, Face Time, Video Conf.)
• Comfortable on camera, maintaining a friendly and professional appearance

Responsibilities

• Process a variety of transactions through ITMs including deposits and withdrawals, transfers and balance inquiries; detect fraud when possible.
• Facilitate the ITM process for clients by guiding through the ITM steps and making the video interaction personable.
• Monitor ITM machines and assist in resolving ITM/software issues with support teams.
• Manage incoming and outgoing calls, representing the bank professionally.
• Assess clients' needs and cross-sell or refer bank products and services.
• Assist in online account opening fulfillments and onboarding of new clients.
• Process and perform check back of remote banking duties with accuracy and compliance; detect potential fraud when possible.
• Meet or exceed established referral goals.
• Maintain knowledge of cyber threats and best practices to minimize risks.
• Provide regular feedback to identify opportunities to improve Banker Center processes and training materials

Skills

Bilingual Spanish/English

Customer service

Banking experience

Video conferencing

Education

High School diploma

Tools

Skype

FaceTime

Video Conferencing

Job description

About this Role

Our Bilingual (Spanish/English) Virtual Bankers are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from Interactive Teller Machines (ITMs) as well as via phone or other channels.

Work schedule will be Monday through Friday, between 9:45am and 6:15pm PST and may include a rotating Saturday shift from 7:00 AM - 10:00 AM. This position requires excellent attendance and punctuality.

In this Role You Will

• Process a variety of transactions through ITMs including, but not limited to, checking and savings deposits and withdrawals, transfers and account balance inquiries; detecting fraud when possible.
• Facilitate the ITM process for clients by providing step-by-step guidance through the ITM process. Connect to clients in a way that makes the video interactive solution a personable experience.
• Monitor ITM machines to ensure they are working properly. Assist systems support associates and vendors to resolve any issues pertaining to the physical ITM and associated software, as needed.
• Manage incoming and outgoing calls, representing the bank in a positive, courteous and professional manner.
• Assess clients' needs and cross-sell or make sales referrals of bank products and services.
• Assist in online account opening fulfillments and onboarding of new bank clients
• Process and perform check back of various remote banking duties to ensure accuracy and compliance with standard and procedures; detect potential fraud when possible.
• Meet or exceed established referral goals.
• Maintain knowledge of cyber threats and best practices to minimize risks to the organization.
• Provide regular feedback to identify opportunities to improve Banker Center process, procedures and training materials

Qualifications, Competencies and Skills

• High School diploma or equivalent.
• Minimum of three years experience in banking, customer service or other related area required. Bank teller or new accounts experience preferred.
• Bi-lingual Spanish/English speaking, reading and writing required
• Ability to maintain a friendly, helpful and courteous attitude when working with clients or co-workers under diverse conditions.
• Ability to communicate, verbally, through video
• Experience communicating via virtual technology (Skype, Face Time, Video Conf.)
• Comfortable on camera, maintaining a friendly and professional appearance

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 $23.75 - $29.00

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.

Hybrid

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