Banking Specialist III – Sales (Personal Banker / Relationship Banker)

About the role

As a Banking Specialist III – Sales, you will be responsible for building, growing, and deepening client relationships through proactive sales, exceptional service, and personalized financial solutions. As a trusted financial partner, you will engage clients in meaningful conversations to understand their goals and recommend banking products and services that support their financial success. You will serve as a key contributor to branch growth by acquiring new client relationships, expanding existing relationships, generating referrals, and partnering with internal business lines to deliver comprehensive financial solutions.

Responsibilities

• Deliver an exceptional client experience during every interaction.
• Build trusted relationships through proactive outreach and needs-based financial conversations.
• Develop long-term relationships that increase client satisfaction, retention, and loyalty.
• Serve as a primary point of contact for consumer banking clients.
• Identify opportunities to strengthen and expand existing client relationships.
• Met or exceed individual and branch sales goals.
• Acquire new consumer and small business banking relationships.
• Identify client needs and recommend appropriate deposit, lending, and digital banking solutions.
• Generate referrals to mortgage, commercial banking, treasury management, and wealth management partners.
• Execute branch business development activities to support growth objectives.
• Utilize consultative sales techniques to uncover opportunities and deliver tailored recommendations.
• Open and service consumer deposit accounts, including checking, savings, money market, and certificate of deposit accounts.
• Assist clients with account maintenance and banking service requests.
• Educate clients regarding banking products, account features, fees, and benefits.
• Promote solutions that improve clients' overall financial well-being.
• Aid clients with online banking, mobile banking, mobile deposit, debit card services, and other digital banking tools.
• Increase adoption of self-service banking solutions.
• Demonstrate technology solutions that improve client convenience and engagement.
• Maintain compliance with all bank policies, procedures, and regulatory requirements.
• Comply with BSA, AML, CIP, SAFE Act, and other applicable banking regulations.
• Protect confidential customer information.
• Exercise sound judgment while managing operational and compliance risk.
• Ensure all account opening and customer documentation requirements are completed accurately.
• Partner effectively with branch leadership and internal business partners.

• Qualifications

  • High School Diploma or equivalent required.
  • Associate's or Bachelor's degree preferred.
  • Minimum of two years of banking, financial services, retail sales, or relationship management experience preferred.
  • Previous experience as a Personal Banker, Universal Banker, Relationship Banker, Banking Specialist, Financial Services Representative, or similar role strongly preferred.
  • Demonstrated success achieving sales goals and developing client relationships.
  • NMLS registration required or ability to obtain.
  • Licenses and Certifications:
    • Compliance with the SAFE Mortgage Licensing Act of 2008 and applicable regulations required.
    • Life License (LB) preferred.

  Skills and Abilities

  • Sales and Relationship Management: Proven ability to build relationships and expand client portfolios. Strong consultative selling and business development skills. Ability to identify financial needs and recommend appropriate solutions.
  • Customer Service: Commitment to delivering exceptional client service. Ability to create positive client experiences and resolve concerns effectively.
  • Communication Skills: Strong verbal and written communication skills. Ability to conduct professional financial conversations with confidence.
  • Financial Services Knowledge: Understanding of consumer banking products, lending solutions, and deposit products. Ability to explain financial products in a clear and professional manner.
  • Problem Solving: Strong analytical and decision-making skills. Ability to assess situations and recommend appropriate solutions.
  • Technology Proficiency: With banking systems, Microsoft Office, and digital banking platforms.
  • Flexibility: Ability to work a flexible schedule that may include Saturdays.

  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

  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.

  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.