Personal Banker

First Bank of Alaska - Lakewood, CA

Full-time

Remote - Lakewood, CA

About the position

The Banking Specialist III position at First Bank is a full-time role focused on both sales and operational functions within a retail branch. This position is designed for individuals who excel in building and maintaining client relationships, understanding their needs, and providing tailored banking solutions. The role emphasizes achieving sales goals, expanding client relationships, and contributing to the bank's community service efforts.

Responsibilities

• Expanding current client relationships and building new client relationships by understanding their needs and providing solutions via the use of all appropriate product features available across all bank product lines.
• 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, Mobile Banking, and Client Contact Center.
• Working towards achievement of branch and individual sales and referral goals.
• Working to retain existing client relationships and obtain new relationships by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
• Going on business calls with Branch manager, merchant representatives, and/or business development officers. Assists in initiating sales and business calls on their own.
• Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client.
• Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales, internal/external events, outbound calls, and promotional activities.
• Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities.
• Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank.
• Identifying borrowing needs and originating consumer loan applications. Assists in the processing of loan applications and closing.
• Helping commercial and small business clients/prospects with product questions, account support and various other tasks.
• Assisting with wire transfers and other operational duties, as needed.
• Helping coach Banking Specialist I and II on products, services, policies and procedures.

Requirements

• 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.