Floating Bank Teller | Orange County Branches

Floating Bank Teller | Orange County Branches

#3554

Floating Bank Teller | Orange County Branches

About This Role

As a Floating Bank Teller
, you will support multiple First Bank retail banking locations throughout Costa Mesa, Irvine, Laguna Hills, Westminster, Newport Beach, and Huntington Beach
. As one of the first points of contact for our customers, you will play a vital role in delivering exceptional customer service and shaping the overall banking experience.

In this role, you will perform a variety of teller transactions including deposits, withdrawals, check cashing, payments, and account servicing while maintaining cash handling accuracy and compliance with bank procedures.

You will build customer relationships, identify banking opportunities, and refer customers to appropriate products, services, and business partners. This position is ideal for individuals who enjoy working in different branch environments and helping customers achieve their financial goals.

In This Role You Will

Customer Service & Client Experience

• Deliver exceptional customer service and create positive experiences that strengthen customer relationships and loyalty.
• Engage customers in meaningful conversations to better understand their financial needs and goals.
• Educate customers on available banking products, services, digital banking tools, and self-service options.
• Support customers in managing their financial well-being through personalized service and guidance.
• Assist customers with routine banking transactions and account-related inquiries.

Teller Transactions & Cash Handling

• Process a variety of teller transactions, including:
• Deposits
• Withdrawals
• Check cashing
• Loan payments
• Funds transfers
• Account servicing transactions
• Accurately balance and maintain your cash drawer in accordance with bank procedures.
• Maintain high standards of cash handling accuracy and transaction quality.
• Ensure all transactions are completed efficiently while safeguarding customer information.

Sales Referrals & Relationship Building

• Identify opportunities to deepen customer relationships through effective needs-based conversations.
• Make quality referrals to branch staff and business partners for additional banking products and services.
• Promote solutions that help customers meet their financial needs while increasing share of wallet.
• Support branch growth initiatives through referral generation and relationship development.

Lobby Engagement & Digital Banking

• Proactively engage customers in the branch lobby.
• Introduce customers to online banking, mobile banking, and other digital tools and resources.
• Educate customers on convenient alternatives for conducting routine banking transactions.
• Help customers confidently utilize technology to manage their accounts and financial activities.

Operational Excellence & Compliance

• Adhere to all bank policies, procedures, operational controls, and security requirements.
• Demonstrate sound judgment when handling customer transactions and operational issues.
• Identify and help prevent fraudulent activity through adherence to fraud prevention procedures.
• Complete branch operational, balancing, and maintenance activities accurately and timely.
• Support daily retail banking and branch banking operations as needed.

Flexibility & Teamwork

• Travel between assigned branch locations to provide staffing support.
• Quickly adapt to different branch teams, customer bases, and operational environments.
• Collaborate with team members to ensure excellent service and operational effectiveness.
• Perform other duties as assigned.

Qualifications, Competencies and Skills

Education

• High school diploma or GED required.

Experience

• One year of experience in retail banking, financial services, cash handling, teller operations, customer service, or a related field…