Relationship Banker / Client Relationship Specialist

First Bank • Newport Beach, CA

8h • $21 - $26

About The Position

In this role, you are the first point of contact for our clients, serving as a trusted advisor and Relationship Banker. You will build and manage client relationships through a consultative, solutions-based approach, delivering a high-quality client experience and driving customer engagement, retention, and growth within the branch. This role is ideal for candidates with experience as a Personal Banker, Relationship Banker, Retail Banker, or Financial Services Representative focused on client relationship management and consultative sales.

Requirements

• High School Diploma or Equivalent
• Client relationship management skills that demonstrate a proven sales and relationship management skills
• Experience in consultative sales, client relationship development, or retail banking
• Developed customer service skills, including written and verbal communication
• NMLS registry required
• Background credit check required
• Compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations

Nice To Haves

• 2 years sales/client relationship building and/or banking experience preferred
• Life License (LB) preferred

Responsibilities

• Acquire and deepen the branch client base through proactive relationship banking, business development activities, and client engagement strategies, including needs assessments, cross-selling, and tailored financial solutions.
• Build, manage, and deepen client relationships through proactive outreach, relationship development, and consistent follow-up, positioning yourself as a trusted advisor for clients’ financial needs.
• Lead consultative, needs-based conversations to deliver personalized financial advice and solution-based recommendations, strengthening client relationships, driving customer retention, and enhancing overall client experience.
• Manage risk by adhering to policies and procedures, ensuring efficient and accurate branch operations.
• Perform other duties as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED