Trusted Relationship Banker: Client Growth & Advisory

Belaybank; Newport Beach (CA); On-site; USD 33,000 - 40,000; Full time

Job summary

First Bank in Newport Beach, CA, seeks a Relationship Banker to be the first point of contact for clients, delivering consultative financial guidance and building lasting relationships in the branch.

You will acquire new clients, deepen existing relationships, and coordinate with teammates to offer tailored solutions while adhering to regulatory requirements. This in-office role emphasizes service, risk control, and community engagement.

Qualifications

• High School Diploma or Equivalent.
• Client relationship management skills with proven sales experience.
• 2 years sales/client relationship building and/or banking experience preferred.
• NMLS registry and continuously active, required.
• Developed customer service skills, including written and verbal communication.

Responsibilities

• Acquire and deepen the branch client base through relationship banking and business development.
• Build and manage client relationships through proactive outreach and follow-up.
• Lead consultative conversations to deliver personalized financial advice and solutions.
• Manage risk by following policies and ensure accurate branch operations.
• Perform other duties as needed.

Skills

Client relationship management

Sales/relationship development

NMLS registry

Customer service

Education

High School Diploma or Equivalent

Job description

First Bank in Newport Beach, CA, seeks a Relationship Banker to be the first point of contact for clients, delivering consultative financial guidance and building lasting relationships in the branch.

You will acquire new clients, deepen existing relationships, and coordinate with teammates to offer tailored solutions while adhering to regulatory requirements. This in-office role emphasizes service, risk control, and community engagement.