Relationship Banker: Grow Client Relationships & Sales

Belay Bank; Westminster (CA); On-site; USD 35,000 - 43,000; Full time

Job summary

First Bank is seeking a Relationship Banker in a sales-driven role focused on acquiring new clients and deepening existing relationships. The position emphasizes proactive outreach, needs-based recommendations, opening deposits, and cross-selling a broad range of banking products.

You will build referrals, manage a client pipeline, and contribute to branch growth while supporting digital banking education. The role requires meeting sales goals, adhering to regulatory requirements, and obtaining

Qualifications

• High school diploma or equivalent.
• Minimum of 24 months of sales, retail banking, financial services, business development, or related customer-facing experience.
• Demonstrated ability to meet or exceed individual sales goals, production goals, or performance targets.
• Experience conducting needs-based or consultative sales conversations.
• Ability to acquire new clients and deepen existing client relationships.
• Ability to recommend and cross-sell products and services based on identified client needs.
• Experience with outbound calling, lead follow-up, appointment setting, referral generation, or client prospecting.
• Strong relationship-building, customer service, and communication skills.
• Ability to work independently, manage multiple client opportunities, and maintain consistent follow-up.
• Ability to obtain and maintain required NMLS registration.

Responsibilities

• Meet or exceed assigned individual sales and production goals while contributing to overall branch growth goals.
• Acquire new consumer and small business clients through proactive outreach, lead follow-up, appointment setting, referrals, and relationship-building activities.
• Conduct financial needs assessments and use consultative sales techniques to recommend appropriate banking products and financial solutions.
• Open new deposit accounts and identify opportunities to expand existing client relationships.
• Recommend and sell consumer banking products and services, including checking accounts, savings accounts, money market accounts, certificates of deposit, debit cards, credit cards, consumer loans, home equity products, and digital banking services.
• Generate qualified referrals to internal partners, including mortgage, consumer lending, business banking, treasury management, investments, and insurance.
• Conduct outbound calls, follow up on sales leads, maintain a client pipeline, and participate in branch sales campaigns.
• Identify appropriate cross-selling opportunities based on each client’s financial needs.
• Document client interactions, referrals, sales opportunities, follow-up activities, and results in designated banking systems.
• Retain and deepen client relationships through consistent follow-up and proactive relationship management.

Skills

Sales experience

Relationship building

Customer service

Communication skills

Outbound calling

Lead follow-up

Appointment setting

Referral generation

Prospecting

CRM system

Education

High school diploma or equivalent

Tools

CRM system

Job description

First Bank is seeking a Relationship Banker in a sales-driven role focused on acquiring new clients and deepening existing relationships. The position emphasizes proactive outreach, needs-based recommendations, opening deposits, and cross-selling a broad range of banking products.

You will build referrals, manage a client pipeline, and contribute to branch growth while supporting digital banking education. The role requires meeting sales goals, adhering to regulatory requirements, and obtaining