Personal Banker
About This Role
In this role, you are the first point of contact for our clients! In addition to welcoming our clients, you will strengthen relationships with our world-class client service model. You will deliver a full conversation with every interaction to identify appropriate financial solutions. Leverage internal partnerships to acquire, expand and retain client base.
Client Acquisition and Engagement
- Acquire and deepen the branch client base through proactive service and sales activities, including needs assessments and tailored financial solutions.
- Drive solutions-based conversations to meet clients' financial needs, enhancing loyalty through various interactions.
- Offer advice on digital and self-serve banking options to simplify and expedite transactions.
Advice and Guidance
- Drive solutions-based conversations to meet clients' financial needs, enhancing loyalty through various interactions.
- Offer advice on digital and self-serve banking options to simplify and expedite transactions.
Risk Management and Operations
- Manage risk by adhering to policies and procedures, ensuring efficient and accurate branch operations.
Other Duties
Perform other duties as needed.
Note
Note: As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
Qualifications, Competencies And Skills
- High School Diploma or Equivalent
- Previous cash-handling experience preferred
- Minimum of 24 months of sales and/or banking experience preferred
- Life License (LB) preferred
- NMLS registry required
- Proven sales skills
- Good analytical skills
- 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
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 $25-$32, hourly
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
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.
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.