Relationship Banking & Digital Solutions Specialist

Belay Bank; San Mateo (CA); On-site; USD 41,000 - 50,000; Full time

Job summary

First Bank is seeking a sales-focused Banking Specialist in a transformed branch where the majority of time is spent on relationship building, business development, and helping clients navigate digital banking tools and ITMs. The role emphasizes delivering exceptional service and growing client relationships.

Ideal candidates have retail banking or client-facing sales experience, a strong sales mindset, and comfort with digital channels; the position requires adaptability in a technology-driven

Qualifications

• Minimum high school diploma or equivalent required.
• Associate or bachelor degree preferred.
• 1+ year in banking or client-facing sales preferred.
• Proven success in building relationships and meeting goals.

Responsibilities

• Develop client relationships through proactive outreach and follow-up.
• Identify opportunities to expand deposits, lending, and business banking.
• Open consumer and business deposit accounts.
• Achieve branch sales, referrals, and growth objectives.
• Generate referrals to mortgage, commercial banking, and wealth management.
• Assist clients with ITMs and digital banking education.
• Educate clients on digital banking and self-service channels.
• Ensure compliance with laws and internal policies.
• Complete required training and support branch operations.

Skills

Sales skills

Business development

Customer service

Digital banking

ITM support

Regulatory compliance

Teamwork

Communication

Attention to detail

Flexible schedule

Education

High school diploma

Associate degree

Bachelor's degree preferred

Tools

Digital banking platforms

Job description

First Bank is seeking a sales-focused Banking Specialist in a transformed branch where the majority of time is spent on relationship building, business development, and helping clients navigate digital banking tools and ITMs. The role emphasizes delivering exceptional service and growing client relationships.

Ideal candidates have retail banking or client-facing sales experience, a strong sales mindset, and comfort with digital channels; the position requires adaptability in a technology-driven