Personal Banker at First Bank Santa Barbara, CA

Personal Banker job at First Bank. Santa Barbara, CA. The Personal Banking Specialist may be called by many other names: New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a “specialist” because that is what you are! You have mastered the art of handling transactions at the teller window and are working to gain more training and skills to help clients with new accounts as well as other non-monetary transactions. What You Will Be Doing Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Providing maintenance on accounts and products when requested and authorized by the client. For those quoting rates, terms and fees on all products and services and providing necessary disclosures as required (NMLS registration will be required). Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center. Identifying the need for borrowing and originating consumer loan applications. Assisting in the processing of loan applications and closing. Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, outbound calls, and promotional activities. Supporting our Bank’s culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible. Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc., courteously, accurately, and as expeditiously as possible. Assuring Branch compliance by performing tasks including cash audits, alarm tests, loss prevention training, safe deposit delinquencies, ATM balancing, branch audits, regulation training, security reports, balancing travelers checks, official checks, and money orders. Protecting the interests of the Bank and clients by following all security, regulatory, and audit procedures, including daily balancing of cash drawers, ATM, and vault. Maintaining proper dual control and appropriate holds. Reporting out-of-balance conditions immediately. Helping coach Banking Specialist I on products, services, policies, and procedures. Contributing to the Bank’s success by identifying sales opportunities and referring clients to appropriate areas. Working towards achieving branch and individual sales and referral goals. Retaining existing client relationships and acquiring new ones by conducting calls on maturing accounts, following up on leads, referrals, and prospecting opportunities. Driving branch profitability and client satisfaction by understanding clients and encouraging consideration of other Bank products. Cultivating relationships with retail store associates where applicable. Participating in community service activities to support the Bank’s Community Reinvestment Act goals. What you will need: High School Diploma or Equivalent At least 12 months of previous client service experience preferred Previous cash-handling experience required Previous banking experience strongly preferred NLMS registration preferred Strong customer service skills, including written and verbal communication Ability to operate a PC and alpha/numeric keyboard Flexible work schedule

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