Relationship Banker: Grow Clients with Banking Solutions

Belay Bank; Westlake Village (CA); On-site; USD 29,000 - 34,000; Full time

Job summary

First Bank is seeking a Relationship Banker in Westlake Village, CA to build client relationships, assess financial needs, and promote banking solutions. You will open accounts, drive referrals, support digital adoption, and contribute to branch goals.

Ideal candidates have customer service experience, consultative sales skills, and the ability to identify opportunities in everyday interactions. Strong regulatory awareness and accurate documentation are essential.

Qualifications

• Minimum 6 to 12 months of customer service, sales, retail banking, financial services, or related experience.
• Ability to build relationships, identify client needs, and recommend appropriate products or services.
• Experience with deposit accounts, digital banking tools, and cross-selling optional Banking products.

Responsibilities

• Build and maintain client relationships with professional, responsive service.
• Conduct financial needs conversations to recommend banking solutions.
• Support new client acquisition and relationship growth through proactive outreach and referrals.
• Deepen existing client relationships by expanding product usage and satisfaction.
• Contribute to branch sales goals through sales and service execution.
• Refer opportunities to internal partners (mortgage, lending, investments, insurance).
• Participate in branch sales campaigns and client outreach activities.

Skills

Customer service

Relationship building

Communication skills

Sales ability

Banking systems

Education

High school diploma

Tools

NMLS registration

Job description

First Bank is seeking a Relationship Banker in Westlake Village, CA to build client relationships, assess financial needs, and promote banking solutions. You will open accounts, drive referrals, support digital adoption, and contribute to branch goals.

Ideal candidates have customer service experience, consultative sales skills, and the ability to identify opportunities in everyday interactions. Strong regulatory awareness and accurate documentation are essential.