Float Teller - Traveling Banking Specialist

#3549

Teller & Relationship Banker | Encino Area

About This Role

As a Float Universal Banker II
, you will be based in our Encino branch and provide in-person coverage at First Bank locations in Encino, Malibu, Woodland Hills, Westlake Village, and Ventura based on staffing and business needs. This is a multi-branch role requiring regular travel between assigned locations and flexibility regarding your daily work location.

In this role, you will deliver a positive client experience while balancing both teller operations and relationship-building responsibilities. Approximately 50% of your time will be dedicated to processing financial transactions, maintaining operational accuracy, balancing a cash drawer, and supporting daily branch operations. The remaining 50% will focus on building client relationships, identifying financial needs, opening and servicing consumer deposit accounts, cross-selling bank products and services, generating qualified referrals, and deepening existing client relationships.

This position is well suited for someone with experience as a Universal Banker, Personal Banker, Relationship Banker, Teller, Financial Services Representative, Member Services Representative, or similar retail banking professional.

You must have a positive attitude, work effectively as part of a team, actively engage clients in financial conversations, and identify opportunities to help clients achieve their financial goals through First Bank products and services. You will serve as both a trusted banker and an operational resource while protecting client information and following all bank policies, procedures, security requirements, and compliance standards.

In This Role You Will

• Multi-Branch Coverage and Travel
• Provide teller, client service, and relationship-banking coverage at First Bank locations in Encino, Malibu, Woodland Hills, Westlake Village, and Ventura
• Travel regularly among assigned branch locations based on staffing levels, employee absences, vacations, open positions, training needs, and other business demands
• Adapt quickly to different branch environments, client needs, transaction volumes, and operating priorities.
• Maintain consistent service, transaction accuracy, security, and compliance standards at every assigned location
• Develop effective working relationships with branch managers and team members throughout the assigned market
• Remain flexible regarding daily work location and branch coverage assignments
• Maintain reliable transportation and the ability to travel between assigned branch locations
• Client Relationship Development
• Build and maintain strong client relationships through proactive engagement, financial conversations, and personalized service.
• Conduct needs-based discussions to understand client goals and recommend appropriate deposit, lending, and digital banking solutions.
• Deepen existing client relationships by helping clients make fuller use of appropriate First Bank products and services.
• Provide a welcoming, professional, and consistent experience to clients at every assigned branch.
• Follow up on client needs and service requests to support client satisfaction and retention.
• Recognize opportunities to introduce clients to additional products, services, and internal business partners.
• Deposit Account Opening and Servicing
• Open and service consumer deposit accounts, including checking, savings, money market, and certificate accounts.
• Explain account features, benefits, fees, and service options clearly and accurately.
• Complete account documentation and required client identification procedures in accordance with bank policies and applicable requirements.
• Assist clients with account maintenance, product questions, service requests, and issue resolution.
• Maintain accurate client…