Relationship Banker

Westlake Village, California, United States In This Role You Will The Senior Relationship Banker serves as the branch’s lead retail banking sales professional and is responsible for acquiring, deepening, and retaining client relationships. This role is focused on driving branch growth through proactive sales conversations, outbound calling, referral generation, financial needs assessment, and the recommendation of consumer banking products and services. As the highest-level banker in the retail branch, this position is expected to demonstrate strong sales leadership, build trusted client relationships, uncover financial needs, and consistently contribute to branch production goals. The Senior Relationship Banker partners closely with branch leadership and internal business partners to expand client relationships, increase household growth, and deliver a superior client experience. This role is ideal for candidates with experience as a Personal Banker, Universal Banker, Relationship Banker, Branch Banker, Financial Services Representative, Consumer Banker, Credit Union Member Services Representative, or similar retail banking sales role. Successful candidates will have demonstrated experience in consultative sales, outbound calling, relationship management, cross-selling banking products, referral generation, and achieving sales goals in a retail banking, credit union, financial services, or customer-focused sales environment. Client Acquisition, Relationship Management and Sales Growth Serve as the branch’s primary relationship-focused banker responsible for driving new business, deepening existing relationships, and supporting branch growth. Proactively acquire, retain, and expand consumer and small business client relationships through consultative sales and relationship management. Conduct financial needs conversations to identify client needs, uncover opportunities, and recommend appropriate banking solutions. Generate new business through outbound calling, appointment setting, lead follow-up, referral networking, community involvement, and proactive client outreach. Build and manage client relationships to increase household growth, deposit balances, product usage, and long-term client loyalty. Achieve individual and branch sales goals through needs-based selling, disciplined follow-up, and consistent execution of sales activities. Partner with branch leadership to support sales campaigns, client outreach initiatives, and overall branch production. Identify opportunities to refer clients to internal partners, including mortgage, consumer lending, business banking, treasury management, investments, and insurance. Banking Product Sales and Financial Solutions Recommend and sell consumer banking products and services based on client needs, including checking accounts, savings accounts, money market accounts, certificates of deposit, debit cards, credit cards, consumer loans, home equity products, and digital banking services. Identify opportunities for mortgage, investment, insurance, and other internal partner referrals. Use consultative sales techniques to match clients with appropriate financial solutions. Educate clients on products, services, digital tools, and relationship benefits that support their financial goals. Maintain strong knowledge of retail banking products, services, promotions, and competitive market conditions. Sales Leadership and Branch Partnership Act as a senior sales resource within the branch by modeling effective client conversations, proactive follow-up, and relationship-building behaviors. Support less experienced branch team members by demonstrating strong sales practices, product knowledge, and customer engagement techniques. Collaborate with branch leadership to identify sales opportunities, improve client retention, and strengthen branch performance. Participate in sales meetings, pipeline reviews, calling campaigns, and branch growth initiatives. Promote a client-first sales culture focused on trust, needs-based recommendations, and long-term relationship development. Client Experience and Financial Guidance Deliver a high-quality client experience during every interaction. Build trusted relationships through professional, proactive, and personalized financial conversations. Resolve client questions and concerns in a way that strengthens satisfaction, loyalty, and retention. Guide clients in the use of digital banking tools, self-service options, and other convenient banking solutions. Maintain regular follow-up with clients to ensure satisfaction and identify additional financial needs. Risk Management and Branch Operations Follow all bank policies, procedures, regulatory requirements, and risk management expectations. Maintain accurate documentation and ensure client interactions, account openings, referrals, and transactions are completed in accordance with bank standards. Process transactions accurately as needed while maintaining a primary focus on relationship development and sales growth. Protect client information and support branch compliance with applicable banking regulations. Contribute to overall branch performance through teamwork, accountability, and operational excellence. Other Duties Perform other duties as assigned. Qualifications, Competencies and Skills Required High school diploma or equivalent. Minimum of 12 months of sales, retail banking, financial services, or related customer-facing experience. Demonstrated ability to meet or exceed sales goals through consultative sales, outbound calling, lead follow-up, referral generation, or business development activities. Strong customer service and relationship-building skills, including professional verbal and written communication. Ability to cross-sell banking products and identify referral opportunities based on client needs. Ability to obtain and maintain NMLS registration after hire. Preferred Previous experience as a Personal Banker, Universal Banker, Relationship Banker, Branch Banker, Financial Services Representative, Consumer Banker, or similar retail banking role. Experience with consumer lending, home equity, mortgage, investment, or insurance referrals. Life License preferred. Working knowledge of retail banking products, deposit accounts, lending products, and digital banking solutions. Good analytical and problem-solving skills. Compensation Disclosure The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the stated range. The range is driven by the geographic location of the anticipated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay range is$23.75 - $29.00, hourly. About Us Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future. Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you. First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status. Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance. Fully in Office #J-18808-Ljbffr