Banking Relationship Specialist: Client Growth & Accounts

Farmers-and-Merchants-Bank-of-Long-Beac; Fullerton (CA); On-site; USD 33,000 - 51,000; Full time

Job summary

Farmers and Merchants Bank of Long Beach in Fullerton, CA is seeking a Banking Relationship Specialist. The role involves delivering exceptional customer service, sales, and teller transactions at branch locations, with responsibilities including account setups, problem resolution, and ongoing client follow-up.

The ideal candidate has 1 year teller experience and 1+ years in New Accounts/Sales, with strong communication and sales skills.

Qualifications

• High School Diploma or equivalent required.
• Preferred candidate should possess 1 year of teller experience and 1+ years of New Accounts/Sales Experience.
• Excellent customer service and sales abilities

Responsibilities

• Consult with clients about financial goals and promote products.
• Cross-sell bank products and refer clients to other departments.
• Open new personal and business accounts and perform maintenance.
• Assist in account setups and resolve problems.
• Explain procedures and prioritize work to maximize service quality.
• Complete daily maintenance on client accounts and process requests.

Skills

Customer service

Sales skills

Time management

Communication

Education

High School Diploma or equivalent

Job description

Farmers and Merchants Bank of Long Beach in Fullerton, CA is seeking a Banking Relationship Specialist. The role involves delivering exceptional customer service, sales, and teller transactions at branch locations, with responsibilities including account setups, problem resolution, and ongoing client follow-up.

The ideal candidate has 1 year teller experience and 1+ years in New Accounts/Sales, with strong communication and sales skills.