Floating Relationship Banker – Sales | San Diego Area

First Bank•Chula Vista, CA

6d•$26 - $32

About The Position

The Floating Relationship Banker – Sales is an experienced retail banking sales professional who supports the Chula Vista, Eastlake, and Del Mar branches. The position is primarily focused on relationship development, business development, consultative sales, and community engagement, while also providing staffing, client-service, and operational support as business needs require. The banker has individual sales and production goals and develops new client relationships, deepens existing relationships, generates referrals, conducts outbound calling and follow-up, and represents First Bank at local business and community events. The role works closely with branch managers and internal business partners to build sales pipelines and create business opportunities across the San Diego market. It requires working independently, adapting to different branch environments, building credibility with clients and employees, and influencing results without direct authority. The position also offers developmental experience for someone interested in a future Branch Manager opportunity, including exposure to multiple teams, client bases, branch operations, sales strategies, and business-development opportunities.

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 ability; 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 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, follow-up activities, and sales results in designated 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 the bank’s visibility and generate opportunities.
Coordinate community and business-development activities with branch managers and appropriate internal partners, representing the 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; assist with account openings, client-service requests, digital-banking education, and routine branch activities as needed.
Provide limited transactional or ITM assistance based on client and branch needs while maintaining sales and relationship-development activity.
Adapt to changing assignments, branch schedules, and business priorities, and contribute promptly in different branch environments.
Partner with each assigned branch manager on priorities, sales goals, client opportunities, follow-up needs, campaigns, outreach, calling, and appointment strategies.
Share relevant client opportunities and follow-up information with branch managers and business partners, and help maintain sales continuity during staffing shortages or coverage needs.
Model consultative sales, relationship management, client follow-up, and referral practices; share effective practices across assigned offices.
Demonstrate leadership through initiative, judgment, collaboration, accountability, and follow-through; influence branch results and build productive relationships without direct supervisory authority.
Develop a broad understanding of branch sales, service, operations, risk management, staffing, and community development, and participate in opportunities supporting potential advancement to Branch Manager.
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 required registrations and licensing.