Banking Relationship Specialist: Build Trust & Cross-Sell

Farmers And Merchants Bank Of Long Beach; Santa Ana (CA); On-site; USD 33,000 - 51,000; Full time

Job summary

Farmers and Merchants Bank of Long Beach in Santa Ana, CA, seeks a Banking Relationship Specialist for full-time work as the first customer contact, delivering a white-glove experience and cross-selling bank products. The role requires 1-2 years teller experience and 4+ years in new accounts/sales, with strong customer service and problem-solving abilities.

Travel to various branch locations is required, and Saturday hours are needed to meet business needs.

Qualifications

• High School Diploma or equivalent required.
• 1–2 years teller experience and 4+ years New Accounts/Sales experience.
• Strong customer service, communication, and problem-solving skills.
• Willingness to travel to various bank locations and work Saturdays.

Responsibilities

• Consult with clients about financial goals and promote F&M products to meet needs.
• Cross-sell bank products and refer to other departments as needed.
• Open new personal and business accounts and perform maintenance per policies.
• Explain procedures, prioritize work, and handle customers’ questions in person or by phone.

Skills

Customer service

Communication

Active listening

Problem solving

Sales abilities

English proficiency

Education

High School diploma

Tools

Teller cash recyclers

Currency machines

Job description

Farmers and Merchants Bank of Long Beach in Santa Ana, CA, seeks a Banking Relationship Specialist for full-time work as the first customer contact, delivering a white-glove experience and cross-selling bank products. The role requires 1-2 years teller experience and 4+ years in new accounts/sales, with strong customer service and problem-solving abilities.

Travel to various branch locations is required, and Saturday hours are needed to meet business needs.