Relationship Banker: Grow Client Relationships & Cross-Sell

First Bank; Westminster (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

First Bank in Westminster, California seeks a Banking Specialist III focused on sales to expand client relationships and introduce bank products. You will work to meet branch sales and referral goals, assist in opening new accounts, and support loan applications when needed.

Key duties include cross-selling products, guiding clients through online and mobile banking options, and coordinating with branch leadership to drive growth while providing excellent service. NMLS registration is required.

Qualifications

• High School Diploma or Equivalent.
• Minimum 24 months of sales and/or banking experience preferred.
• NMLS registration required; Life License LB preferred.

Responsibilities

• Expand existing client relationships and build new ones by understanding needs and offering suitable products.
• Cross-sell across bank product lines and promote digital banking tools.
• Meet branch and individual sales and referral goals.
• Open new accounts and provide ongoing account maintenance.
• Assist with loan applications and closings when needed.
• Provide excellent client service and support to commercial and small business clients.

Skills

Sales skills

Customer service

Communication

Education

High School Diploma or Equivalent

NMLS Registry

Job description

First Bank in Westminster, California seeks a Banking Specialist III focused on sales to expand client relationships and introduce bank products. You will work to meet branch sales and referral goals, assist in opening new accounts, and support loan applications when needed.

Key duties include cross-selling products, guiding clients through online and mobile banking options, and coordinating with branch leadership to drive growth while providing excellent service. NMLS registration is required.