Relationship Banker / Client Relationship Specialist

Belay Bank; Newport Beach (CA); On-site; USD 33,000 - 40,000; Full time

Job summary

First Bank in Newport Beach, CA, seeks a Relationship Banker to be the first point of contact for clients, delivering consultative financial guidance and building lasting relationships in the branch.

You will acquire new clients, deepen existing relationships, and coordinate with teammates to offer tailored solutions while adhering to regulatory requirements. This in-office role emphasizes service, risk control, and community engagement.

Qualifications

• High School Diploma or Equivalent.
• Client relationship management skills with proven sales experience.
• 2 years sales/client relationship building and/or banking experience preferred.
• NMLS registry and continuously active, required.
• Developed customer service skills, including written and verbal communication.

Responsibilities

• Acquire and deepen the branch client base through relationship banking and business development.
• Build and manage client relationships through proactive outreach and follow-up.
• Lead consultative conversations to deliver personalized financial advice and solutions.
• Manage risk by following policies and ensure accurate branch operations.
• Perform other duties as needed.

Skills

Client relationship management

Sales/relationship development

NMLS registry

Customer service

Education

High School Diploma or Equivalent

Job description

Relationship Banker / Client Relationship Specialist

#3485

Newport Beach, California, United States

About this Role

In this role, you are the first point of contact for our clients, serving as a trusted advisor and Relationship Banker. You will build and manage client relationships through a consultative, solutions-based approach, delivering a high-quality client experience and driving customer engagement, retention, and growth within the branch.

In this Role You Will

• Client Acquisition and Engagement: Acquire and deepen the branch client base through proactive relationship banking, business development activities, and client engagement strategies, including needs assessments, cross-selling, and tailored financial solutions.
• Client Relationship Management: Build, manage, and deepen client relationships through proactive outreach, relationship development, and consistent follow-up, positioning yourself as a trusted advisor for clients’ financial needs.
• Advice and Guidance: Leadconsultative, needs-based conversations to deliver personalized financial advice and solution-based recommendations, strengthening client relationships, driving customer retention, and enhancing overall client experience.
• Risk Management and Operations: Manage risk by adhering to policies and procedures, ensuring efficient and accurate branch operations.
• Other Duties: Perform other duties as needed.

Note: As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.

Qualifications, Competencies and Skills

• High School Diploma or Equivalent
• Client relationship management skills that demonstrate a proven sales and relationship management skills Experience in consultative sales, client relationship development, or retail banking
• 2 years sales/client relationship building and/or banking experience preferred
• NMLS registry and continuously active, required
• Developed customer service skills, including written and verbal communication

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 hourly

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.

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