Relationship Banker: Growth & Consultative Sales

Belay Bank; San Francisco (CA); In loco; USD 41.000 - 50.000; Tempo pieno

Descrizione del lavoro

First Bank in San Francisco seeks a Relationship Banker to drive growth through proactive sales, needs-based banking guidance, and deep client relationships. You will open accounts, cross-sell products, and educate clients on digital banking while meeting branch goals.

The role emphasizes outbound outreach, referrals, and maintaining a strong client pipeline in a fully in-office environment.

Competenze

• High school diploma or equivalent.
• Minimum 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.

Mansioni

• Meet or exceed assigned individual sales and production goals while contributing to overall branch growth.
• Acquire new consumer and small business clients through proactive outreach and referrals.
• Conduct needs assessments and use consultative sales techniques to recommend banking products.
• Open new deposit accounts and expand existing relationships.
• Cross-sell products and services based on client needs and educate on digital banking features.
• Document client interactions and follow-up activities in banking systems.
• Retain and deepen client relationships through proactive management.

Conoscenze

Sales targets

Relationship building

Outbound calling

Consultative selling

Client prospecting

Formazione

High school diploma or equivalent

Minimum 24 months of sales/retail banking experience

Strumenti

CRM system

Digital banking knowledge

Descrizione del lavoro

First Bank in San Francisco seeks a Relationship Banker to drive growth through proactive sales, needs-based banking guidance, and deep client relationships. You will open accounts, cross-sell products, and educate clients on digital banking while meeting branch goals.

The role emphasizes outbound outreach, referrals, and maintaining a strong client pipeline in a fully in-office environment.