Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Relationship Banker - Sales role.
Rezi rewrites your resume against First Bank's job description. Free.
Tailor your resume to this Relationship Banker - Sales role.
Rezi rewrites your resume against First Bank's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Relationship Banker - Sales posting at First Bank — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Relationship Banker - Sales posting at First Bank — free, in seconds.
About the Role
The Relationship Banker is a sales-focused retail banking professional responsible for acquiring new clients, deepening existing relationships, and contributing to branch growth. This position is primarily dedicated to proactive sales activities, including financial needs assessments, recommending banking products, opening accounts, following up on leads, generating referrals, and building long-term client relationships. It involves individual sales and production goals, contributing to branch goals for client acquisition, deposit growth, product adoption, relationship expansion, and qualified referrals. A smaller portion of the role includes assisting clients with Interactive Teller Machine (ITM) transactions and educating them on digital and self-service banking options. This role is ideal for candidates with experience in sales-focused banking or retail sales.
Responsibilities
- Meet or exceed assigned individual sales and production goals while contributing to overall branch growth goals.
- Acquire new consumer and small business clients through proactive outreach, lead follow-up, appointment setting, referrals, and relationship-building activities.
- Conduct financial needs assessments and use consultative sales techniques to recommend appropriate banking products and financial solutions.
- Open new deposit accounts and identify opportunities to expand existing client relationships.
- Recommend and sell consumer banking products and services, including checking accounts, savings accounts, money market accounts, certificates of deposit, debit cards, credit cards, consumer loans, home equity products, and digital banking services.
- Generate qualified referrals to internal partners, including mortgage, consumer lending, business banking, treasury management, investments, and insurance.
- Conduct outbound calls, follow up on sales leads, maintain a client pipeline, and participate in branch sales campaigns.
- Identify appropriate cross-selling opportunities based on each client’s financial needs.
- Document client interactions, referrals, sales opportunities, follow-up activities, and results in designated banking systems.
- Retain and deepen client relationships through consistent follow-up and proactive relationship management.
- Build trusted client relationships by delivering personalized, needs-based financial guidance.
- Educate clients about banking products, services, account options, and digital banking capabilities.
- Provide solutions that support clients’ financial goals while increasing product adoption and relationship depth.
- Partner with branch leadership and internal business partners to resolve client needs and expand relationships.
- Deliver a professional, consistent client experience during every interaction.
- Provide limited assistance to clients using the branch’s Interactive Teller Machine.
- Educate clients on ITM features, online banking, mobile banking, and other self-service options.
- Help resolve routine client questions and direct more complex matters to the appropriate branch employee or internal partner.
- Support client traffic and basic branch service needs when necessary, while maintaining primary responsibility for sales and relationship-development activities.
- Follow all bank policies, procedures, regulatory requirements, and risk-management expectations.
- Complete account openings, client documentation, referrals, and related activities accurately.
- Protect confidential client information and identify potential fraud or suspicious activity.
- Balance sales expectations with responsible, needs-based recommendations that are appropriate for the client.
- Perform other duties as assigned.
Requirements
- High school diploma or equivalent.
- Minimum of 24 months of sales, retail banking, financial services, business development, or related customer-facing experience.
- Demonstrated ability to meet or exceed individual sales goals, production goals, or performance targets.
- Experience conducting needs-based or consultative sales conversations.
- Ability to acquire new clients and deepen existing client relationships.
- Ability to recommend and cross-sell products and services based on identified client needs.
- Experience with outbound calling, lead follow-up, appointment setting, referral generation, or client prospecting.
- Strong relationship-building, customer service, and communication skills.
- Ability to work independently, manage multiple client opportunities, and maintain consistent follow-up.
- Ability to obtain and maintain required NMLS registration.
- Must successfully complete applicable background and credit checks.
- Must comply with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and related regulations.
- Ongoing employment is contingent upon obtaining and maintaining required registration through the Nationwide Multistate Licensing System and Registry (NMLS).
Skills
- Sales
- Business Development
- Client Acquisition
- Financial Needs Assessment
- Consultative Sales
- Relationship Building
- Customer Service
- Communication
- Outbound Calling
- Lead Follow-up
- Appointment Setting
- Referral Generation
- Client Prospecting
- Cross-selling
- Digital Banking Education
- ITM Assistance
- Risk Management
- Compliance
- CRM System Usage
- NMLS Registration
Location
- Remote
Work Type
- Full-time
Experience Level
- 24 months of sales, retail banking, financial services, business development, or related customer-facing experience
Education Level
- High school diploma or equivalent
Salary/Compensations
- $29.50 - $36.00 per hour
About the Company
- First Bank considers many factors when making hiring decisions, including but not limited to prior experience, skill set, training, and other internal business and organizational factors.
- Compensation decisions depend on the specific facts and circumstances of each hiring instance.