Floating Relationship Banker – Sales | San Diego Area

First Bank-MO•Chula Vista, CA

5d•Onsite

About The Position

The Floating Relationship Banker – Sales supports the Chula Vista, Eastlake, and Del Mar branches, primarily focusing on relationship development, business development, consultative sales, and community engagement. The role has individual sales and production goals and is responsible for acquiring new clients, deepening existing relationships, generating referrals, conducting outbound outreach and follow-up, and representing First Bank at local business and community events. Staffing and operational support across the branches is also required based on business needs; this is not a traditional float teller or branch-coverage-only position. The banker works closely with branch managers and internal business partners to build sales pipelines and develop new business throughout the San Diego market. The position calls for someone who can work independently, adapt to different branch environments, establish credibility with clients and employees, and influence results without direct authority. It also provides developmental experience for someone interested in a future Branch Manager opportunity, including exposure to different teams, client bases, branch operations, sales strategies, and business-development opportunities. The role includes supporting sales and relationship growth, community and market development, floating branch coverage, sales partnership and branch growth, leadership development, and risk management and compliance. The employee must follow bank policies, procedures, regulatory requirements, operational controls, and risk-management expectations; handle client information and documentation appropriately; identify potential risks; make recommendations based on client needs; and maintain applicable registrations and licensing.

Requirements

High school diploma or equivalent.
At least 24 months of successful retail banking, financial services, relationship management, consultative sales, or business-development experience.
Bilingual; Spanish is preferred.
Demonstrated ability to meet or exceed individual sales, referral, production, or business-development goals.
Experience acquiring new clients and deepening existing client relationships.
Experience with outbound calling, prospecting, lead follow-up, appointment setting, referral generation, or pipeline development.
Ability to conduct financial needs assessments and recommend appropriate banking products and services.
Strong relationship-building, communication, networking, and presentation skills.
Ability to work independently and remain productive while supporting multiple locations.
Ability to influence results and build productive relationships without direct authority.
Ability and willingness to travel regularly among the Chula Vista, Eastlake, and Del Mar branches.
Ability to attend occasional business-development or community events outside normal branch hours.
Ability to obtain and maintain required NMLS registration.
Valid driver’s license and reliable transportation, subject to First Bank’s applicable requirements.

Nice To Haves

Previous experience as a Relationship Banker, Personal Banker, Universal Banker, Senior Banker, Branch Banker, Financial Services Representative, or similar banking sales professional.
Experience developing relationships with local businesses, community organizations, centers of influence, and referral partners.
Experience attending Chamber of Commerce, networking, or community-development events.
Experience with consumer and small business deposit accounts, consumer lending, home equity, and internal partner referrals.
Experience using a customer relationship management system to manage leads, client opportunities, referrals, and follow-up activities.
Interest in developing toward a future Branch Manager opportunity.
Previous experience working across multiple branches, offices, territories, or client locations.

Responsibilities

Meet or exceed individual sales, referral, and production goals while contributing to the goals of the supported branch.
Acquire new consumer and small business relationships through outbound calling, lead follow-up, appointment setting, referrals, networking, and community engagement.
Conduct financial needs assessments and recommend appropriate banking products and services using consultative sales techniques.
Deepen existing client relationships by identifying additional deposit, lending, digital banking, and financial-service needs.
Open consumer and business deposit accounts and support growth in deposits, loans, product usage, and household relationships.
Develop and maintain a pipeline of prospects, clients, referrals, and business-development opportunities across the three assigned branches.
Generate qualified referrals to mortgage, consumer lending, business banking, treasury management, investments, insurance, and other internal partners.
Follow up on leads, referrals, appointments, and client opportunities; document conversations, opportunities, referrals, activities, and results in designated banking systems.
Represent First Bank at Chamber of Commerce events, networking functions, community activities, and other business-development events.
Build relationships with local businesses, prospective clients, community organizations, strategic partners, and centers of influence; identify ways to increase First Bank’s visibility in the communities served.
Coordinate community and business-development activities with branch managers and internal partners, and represent First Bank professionally outside the branch.
Provide staffing, client-service, sales, and operational support to the Chula Vista, Eastlake, and Del Mar branches based on business needs.
Learn each branch’s priorities, client base, sales opportunities, and staffing needs; adapt to changing assignments, schedules, and business priorities.
Assist with account openings, client service requests, digital-banking education, routine branch activities, and limited transactional or ITM assistance as needed.
Maintain sales and relationship-development activity while providing branch coverage and contribute immediately in different branch environments.
Partner with each branch manager to understand priorities, sales goals, client opportunities, and follow-up needs; support sales campaigns, outreach, calling, and appointment strategies.
Share relevant client opportunities and follow-up information with the appropriate branch manager and business partner, and help maintain sales activity during staffing shortages or coverage needs.
Model consultative sales, relationship management, client follow-up, and referral practices.
Demonstrate leadership through initiative, sound judgment, collaboration, accountability, and follow-through; influence branch results without direct supervisory authority.
Build productive relationships across branch teams and business partners, develop broad understanding of branch activities, participate in development opportunities for potential advancement, and share effective practices across offices.
Follow bank policies, procedures, regulatory requirements, operational controls, and risk-management expectations.
Complete account openings, referrals, client documentation, and required follow-up accurately; protect confidential client information and identify potential fraud, suspicious activity, or other risks.
Ensure product recommendations are appropriate and based on clients’ identified financial needs, and maintain registrations and licensing applicable to the position.