Banking Specialist III – Sales (Personal Banker / Relationship Banker)
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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Contribute to overall branch performance and sales production.
- Participate in community involvement and networking opportunities as appropriate.
- Perform other duties as assigned.
- 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.
- Compliance with the SAFE Mortgage Licensing Act of 2008 and applicable regulations required.
- Life License (LB) preferred.
- 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.
- Commitment to delivering exceptional client service.
- Ability to create positive client experiences and resolve concerns effectively.
- Strong verbal and written communication skills.
- Ability to conduct professional financial conversations with confidence.
- Understanding of consumer banking products, lending solutions, and deposit products.
- Ability to explain financial products in a clear and professional manner.
- Strong analytical and decision-making skills.
- Ability to assess situations and recommend appropriate solutions.
- Proficiency with banking systems, Microsoft Office, and digital banking platforms.
Ability to work a flexible schedule that may include Saturdays.
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
