Banking Specialist III – Sales (Personal Banker / Relationship Banker)
Los Angeles, California, United States · On-site
$23/hr–$29/hr
Mid level$165M raised
Banking Specialist III – Sales (Personal Banker / Relationship Banker) About This Role As a Banking Specialist III – Sales, you will be responsible for building, growing, and deepening client relationships through proact…
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$23/hr–$29/hr
Full-time
high school, associate degree, bachelor degree
Posted 34d ago
~40 hrs/week
Responsibilities
Build and grow client relationships through proactive sales and personalized financial solutions to drive branch growth. Manage consumer deposit accounts and ensure compliance with banking regulations and risk management policies.
Requirements
Requires a high school diploma and NMLS registration, with a preference for a bachelor's degree and two years of banking or retail sales experience. Must demonstrate success in achieving sales goals and proficiency in digital banking platforms.
Full job description
Banking Specialist III – Sales (Personal Banker / Relationship Banker)
About This 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.
In This Role You Will
Relationship Building and Client Experience
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.
Sales and Business Development
Meet 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.
Consumer Banking and Account Origination
Open and service consumer deposit accounts, including checking, savings, money market, and certificate of deposit accounts.
Conduct account reviews to identify opportunities for relationship expansion.
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.
Digital Banking and Financial Solutions
Assist 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.
Risk Management and Compliance
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.
Team Collaboration
Partner effectively with branch leadership and internal business partners.
Contribute to overall branch performance and sales production.
Participate in community involvement and networking opportunities as appropriate.
Perform other duties as assigned.
Qualifications
Education
High School Diploma or equivalent required.
Associate's or Bachelor's degree preferred.
Experience
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.
Licenses and Certifications
NMLS registration required or ability to obtain.
Compliance with the SAFE Mortgage Licensing Act of 2008 and applicable regulations required.
Life License (LB) preferred.
Knowledge, 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.
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
Our 100+ year history of independent family ownership allows us to relentlessly focus on our clients' long term goals.
Industry
Banking
Company size
1,001-5,000 employees
Founded
1910
LinkedIn followers
22,658
Total funding
$165M
First Bank is a privately held, family-owned bank built for clients who think beyond the next transaction and focus on what comes next across years, decades, and generations.
For more than a century, First Bank has been guided by multi-generational ownership and leadership. That perspective shapes how we serve family-owned and privately held businesses: with patience, continuity, and a long-term view of capital, growth, and transition. We understand that for these businesses, financial decisions are rarely isolated. They’re connected to family legacy, leadership succession, and the future of the enterprise itself.
Our relationship-driven approach is grounded in stewardship. We invest in lasting partnerships, deep industry expertise, and thoughtful growth so our clients can make confident decisions today while preparing for the realities of tomorrow. Through dedicated teams and specialized resources, including our Center for Family Owned Businesses, we support founders, current leaders, and next generation decision makers as their needs evolve.
With a strong presence across the Midwest, California, and Texas, First Bank combines the stability of family ownership with the scale, technology, and capabilities required to serve complex businesses in dynamic markets. We are intentionally built to adapt, grow, and remain relevant so our clients can do the same, generation after generation.
Member FDIC. Equal Housing Lender.
First Bank does not use LinkedIn as a client service tool and users should refrain from posting personal information. Please contact the First Bank Service Center for client service needs.
Privacy policy: https://www.first.bank/About/Disclosures/Privacy-Statement
Personal BankingWealth ManagementBrokerage ServicesMortgageCommercial LendingSmall Business BankingTreasury Managementand Nonprofit BankingFinanceBanking
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