Banking Relationship Specialist: Client Advisory & Growth

Farmers & Merchants Bank of Long Beach; Yorba Linda (CA); On-site; USD 48,000 - 76,000; Full time

Job summary

Farmers and Merchants Bank of Long Beach is seeking a Banking Relationship Specialist who serves as the first point of contact for customers at the branch, delivering a professional image and guiding sales through needs analysis and product recommendations.

The role involves cross-selling, handling account openings and maintenance, resolving questions, and supporting marketing campaigns with a focus on white-glove service and regulatory awareness.

Qualifications

• High School Diploma or equivalent required.
• 1-2 years teller experience and 4+ years of New Accounts/Sales experience.

Responsibilities

• Consult with clients about their financial goals and promote F&M products and services.
• Actively cross-sell bank products by leveraging sales opportunities in the branch.
• Open new personal and business accounts and/or perform maintenance.
• Explain procedures and prioritize work to maximize customer service.
• Travel to various bank locations and work Saturday hours as needed.

Skills

Customer service

Sales experience

Cross-selling

Communication

Problem solving

Active listening

Education

High School Diploma or equivalent

Job description

Farmers and Merchants Bank of Long Beach is seeking a Banking Relationship Specialist who serves as the first point of contact for customers at the branch, delivering a professional image and guiding sales through needs analysis and product recommendations.

The role involves cross-selling, handling account openings and maintenance, resolving questions, and supporting marketing campaigns with a focus on white-glove service and regulatory awareness.