Floating Relationship Banker – Sales | San Diego Area

First Bank; Chula Vista (CA); Hybrid; USD 35,000 - 44,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

First Bank is seeking a Floating Relationship Banker – Sales to support Chula Vista, Eastlake, and Del Mar branches. The role emphasizes relationship development, consultative sales, and community engagement while achieving individual sales and production goals.

You will build a regional pipeline, conduct outbound prospecting, and represent the bank at local events. This hybrid role offers growth toward future branch leadership.

Qualifications

• High school diploma or equivalent.
• Minimum 24 months of successful retail banking, financial services, relationship management, consultative sales, or business-development experience.
• Bi-lingual with preference for Spanish.
• Ability to travel regularly among the Chula Vista, Eastlake, and Del Mar branches.

Responsibilities

• Meet or exceed assigned individual sales, referral, and production goals while contributing to the goals of the branch being supported.
• Proactively acquire new consumer and small business relationships through outbound calling, lead follow-up, appointment setting, referrals, networking, and community engagement.
• Conduct financial needs assessments and use consultative sales techniques to recommend appropriate banking products and services.
• Deepen existing client relationships by identifying additional deposit, lending, digital banking, and financial-service needs.
• Open new consumer and business deposit accounts and support growth in deposits, loans, product usage, and household relationships.

Skills

Retail banking

Relationship management

Sales / business development

Outbound calling

Bilingual Spanish

Tools

CRM system

Job description

Floating Relationship Banker – Sales | San Diego Area

#3566

About This Role

The Floating Relationship Banker – Sales is an experienced retail banking sales professional responsible for supporting the Chula Vista, Eastlake, and Del Mar branches while helping drive client acquisition, relationship growth, deposits, loans, and qualified referrals across all three locations.

This is not a traditional float teller or branch-coverage-only position. While providing staffing and operational support based on business needs remains an important responsibility, the role is primarily focused on relationship development, business development, consultative sales, and community engagement.

The Floating Relationship Banker will have individual sales and production goals and will proactively develop new client relationships, deepen existing relationships, generate referrals, conduct outbound calling and follow-up, and represent First Bank at local business and community events. The position will work closely with branch managers and internal business partners to build sales pipelines and create new business opportunities throughout the San Diego market.

Because this banker will work across three offices, the position requires someone who can work independently, quickly adapt to different branch environments, establish credibility with clients and employees, and influence results without direct authority.

This role also provides developmental experience for an individual interested in a future Branch Manager opportunity. The employee will gain exposure to different teams, client bases, branch operations, sales strategies, and business-development opportunities while demonstrating the ability to contribute across multiple locations.

Core Responsibilities

Sales, Business Development and Relationship Growth

• Meet or exceed assigned individual sales, referral, and production goals while contributing to the goals of the branch being supported.
• Proactively acquire new consumer and small business relationships through outbound calling, lead follow-up, appointment setting, referrals, networking, and community engagement.
• Conduct financial needs assessments and use consultative sales techniques to recommend appropriate banking products and services.
• Deepen existing client relationships by identifying additional deposit, lending, digital banking, and financial-service needs.
• Open new consumer and business deposit accounts and support growth in deposits, loans, product usage, and household relationships.
• Develop and maintain an active pipeline of prospects, clients, referrals, and business-development opportunities across the three assigned branches.
• Generate qualified referrals to mortgage, consumer lending, business banking, treasury management, investments, insurance, and other internal business partners.
• Consistently follow up on leads, referrals, appointments, and client opportunities.
• Document client conversations, opportunities, referrals, follow-up activities, and sales results in designated banking systems.

Community Engagement and Market Development

• Represent First Bank at Chamber of Commerce events, networking functions, community activities, and other business-development events.
• Build relationships with local businesses, prospective clients, community organizations, strategic partners, and centers of influence.
• Identify opportunities to increase First Bank’s visibility throughout the communities served by the three assigned branches.
• Develop referral sources and community relationships that generate new client and business opportunities.
• Coordinate community and business-development activities with branch managers and appropriate internal partners.
• Serve as a visible and professional representative of First Bank outside the branch.

Floating Branch Support

• Provide staffing, client-service, sales, and operational support to the Chula Vista, Eastlake, and Del Mar branches based on business needs.
• Quickly learn the priorities, client base, sales opportunities, and staffing needs of each assigned branch.
• Assist with account openings, client service requests, digital-banking education, and routine branch activities when necessary.
• Provide limited transactional or ITM assistance based on client and branch needs.
• Maintain sales and relationship-development activity while providing branch coverage.
• Adapt to changing assignments, branch schedules, and business priorities across the assigned market.
• Serve as an experienced resource who can enter different branch environments and contribute immediately.

Sales Partnership and Branch Growth

• Partner with the manager of each assigned branch to understand current priorities, sales goals, client opportunities, and follow-up needs.
• Support branch sales campaigns, client outreach initiatives, calling activities, and appointment strategies.
• Work with branch managers and internal partners to support deposit, loan, referral, and relationship growth.
• Share relevant client opportunities and follow-up information with the appropriate branch manager and business partner.
• Help maintain continuity of sales activity when a branch has a staffing shortage or other coverage need.
• Model strong consultative sales, relationship management, client follow-up, and referral practices.

Leadership Development

• Demonstrate leadership through initiative, sound judgment, collaboration, accountability, and consistent follow-through.
• Influence branch results and support team priorities without having direct supervisory authority.
• Build credibility across multiple branch teams and develop productive working relationships with branch managers and business partners.
• Develop a broad understanding of branch sales, service, operations, risk management, staffing, and community-development activities.
• Participate in developmental opportunities that support potential advancement into a future Branch Manager position.
• Share effective sales and relationship-management practices across the assigned offices.

Risk Management and Compliance

• Follow all bank policies, procedures, regulatory requirements, operational controls, and risk-management expectations.
• Complete account openings, referrals, client documentation, and required follow-up accurately.
• Protect confidential client information and identify potential fraud, suspicious activity, or other risks.
• Ensure that product recommendations are appropriate and based on the client’s identified financial needs.
• Maintain all required registrations and licensing applicable to the position.

Required Qualifications

• High school diploma or equivalent.
• Minimum of 24 months of successful retail banking, financial services, relationship management, consultative sales, or business-development experience.
• Bi-lingual with preference for Spanish
• Demonstrated ability to meet or exceed individual sales, referral, production, or business-development goals.
• Experience acquiring new clients and deepening existing client relationships.
• Experience with outbound calling, prospecting, lead follow-up, appointment setting, referral generation, or pipeline development.
• Ability to conduct financial needs assessments and recommend appropriate banking products and services.
• Strong relationship-building, communication, networking, and presentation skills.
• Ability to work independently and remain productive while supporting multiple locations.
• Ability to influence results and build productive relationships without direct authority.
• Ability and willingness to travel regularly among the Chula Vista, Eastlake, and Del Mar branches.
• Ability to attend occasional business-development or community events outside normal branch hours.
• Ability to obtain and maintain required NMLS registration.
• Valid driver’s license and reliable transportation, subject to First Bank’s applicable requirements.

Preferred Qualifications

• Previous experience as a Relationship Banker, Personal Banker, Universal Banker, Senior Banker, Branch Banker, Financial Services Representative, or similar banking sales professional.
• Experience developing relationships with local businesses, community organizations, centers of influence, and referral partners.
• Experience attending Chamber of Commerce, networking, or community-development events.
• Experience with consumer and small business deposit accounts, consumer lending, home equity, and internal partner referrals.
• Experience using a customer relationship management system to manage leads, client opportunities, referrals, and follow-up activities.
• Interest in developing toward a future Branch Manager opportunity.
• Previous experience working across multiple branches, offices, territories, or client locations.

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$25.50 - $32.00 per hour

About Us

Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.

Diversity

At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.

First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.

Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.

At First Bank, we embrace a hybrid work environment which allows employees to work at an alternative location depending upon the needs of their job and team. The in-office days are designed to inspire increased collaboration, development, productivity, and quick decision making.

Hybrid schedules should include at least two full days in the office with more or all in-office days expected of our client facing teams and the groups that support them in the business.