Bilingual Virtual Banker (Spanish/English) - California
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First Bank
Los Angeles, CA, US
Summary
The Virtual Banker facilitates client transactions and service inquiries through Interactive Teller Machines (ITMs) and phone channels. They are responsible for cross-selling bank products, ensuring transaction accuracy, and maintaining high standards of client experience.
Job Description
About this Role
Our Bilingual (Spanish/English) Virtual Bankers are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from Interactive Teller Machines (ITMs) as well as via phone or other channels.
Work schedule will be Monday through Friday, between 9:45am and 6:15pm PST and may include a rotating Saturday shift from 7:00 AM - 10:00 AM. This position requires excellent attendance and punctuality.
In this Role You Will
- Process a variety of transactions through ITMs including, but not limited to, checking and savings deposits and withdrawals, transfers and account balance inquiries; detecting fraud when possible.
- Facilitate the ITM process for clients by providing step-by-step guidance through the ITM process. Connect to clients in a way that makes the video interactive solution a personable experience.
- Monitor ITM machines to ensure they are working properly. Assist systems support associates and vendors to resolve any issues pertaining to the physical ITM and associated software, as needed.
- Manage incoming and outgoing calls, representing the bank in a positive, courteous and professional manner.
- Assess clients' needs and cross-sell or make sales referrals of bank products and services.
- Assist in online account opening fulfillments and onboarding of new bank clients
- Process and perform check back of various remote banking duties to ensure accuracy and compliance with standards and procedures; detect potential fraud when possible.
- Meet or exceed established referral goals.
- Maintain knowledge of cyber threats and best practices to minimize risks to the organization.
- Provide regular feedback to identify opportunities to improve Banker Center process, procedures and training materials
Qualifications, Competencies and Skills
- High School diploma or equivalent.
- Minimum of three years experience in banking, customer service or other related area required. Bank teller or new accounts experience preferred.
- Associate-s degree preferred.
- Bi-lingual Spanish/English speaking, reading and writing required
- Strong customer service orientation.
- Ability to maintain a friendly, helpful and courteous attitude when working with clients or co-workers under diverse conditions.
- Ability to communicate, verbally, through video
- Experience communicating via virtual technology (Skype, Face Time, Video Conf.)
- Comfortable on camera, maintaining a friendly and professional appearance
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 $23.75 - $29.00
First Bank is a privately held, family-owned bank built for clients who think beyond the next transaction and focus on what comes next across years, decades, and generations.
For more than a century, First Bank has been guided by multi-generational ownership and leadership. That perspective shapes how we serve family-owned and privately held businesses: with patience, continuity, and a long-term view of capital, growth, and transition. We understand that for these businesses, financial decisions are rarely isolated. They’re connected to family legacy, leadership succession, and the future of the enterprise itself.
Our relationship-driven approach is grounded in stewardship. We invest in lasting partnerships, deep industry expertise, and thoughtful growth so our clients can make confident decisions today while preparing for the realities of tomorrow. Through dedicated teams and specialized resources, including our Center for Family Owned Businesses, we support founders, current leaders, and next generation decision makers as their needs evolve.
With a strong presence across the Midwest, California, and Texas, First Bank combines the stability of family ownership with the scale, technology, and capabilities required to serve complex businesses in dynamic markets. We are intentionally built to adapt, grow, and remain relevant so our clients can do the same, generation after generation.
Member FDIC. Equal Housing Lender.
First Bank does not use LinkedIn as a client service tool and users should refrain from posting personal information. Please contact the First Bank Service Center for client service needs.
Privacy policy: https://www.first.bank/About/Disclosures/Privacy-Statement
Founded
1910
Company size
1,001-5,000 employees
Industry
Banking
Org type
Privately Held
Headquarters
Nashville, Tennessee
First Bank is a privately held, family-owned bank built for clients who think beyond the next transaction and focus on what comes next across years, decades, and generations.
For more than a century, First Bank has been guided by multi-generational ownership and leadership. That perspective shapes how we serve family-owned and privately held businesses: with patience, continuity, and a long-term view of capital, growth, and transition. We understand that for these businesses, financial decisions are rarely isolated. They’re connected to family legacy, leadership succession, and the future of the enterprise itself.
Our relationship-driven approach is grounded in stewardship. We invest in lasting partnerships, deep industry expertise, and thoughtful growth so our clients can make confident decisions today while preparing for the realities of tomorrow. Through dedicated teams and specialized resources, including our Center for Family Owned Businesses, we support founders, current leaders, and next generation decision makers as their needs evolve.
With a strong presence across the Midwest, California, and Texas, First Bank combines the stability of family ownership with the scale, technology, and capabilities required to serve complex businesses in dynamic markets. We are intentionally built to adapt, grow, and remain relevant so our clients can do the same, generation after generation.
Member FDIC. Equal Housing Lender.
First Bank does not use LinkedIn as a client service tool and users should refrain from posting personal information. Please contact the First Bank Service Center for client service needs.
Privacy policy: https://www.first.bank/About/Disclosures/Privacy-Statement
Founded
1910
Company size
1,001-5,000 employees
Industry
Banking
Org type
Privately Held
Headquarters
Nashville, Tennessee
