Banking Relationship Specialist: Client Solutions & Sales

Farmers & Merchants Bank of Long Beach; Laguna Beach (CA); On-site; USD 48,000 - 72,000; Full time

Job summary

Farmers & Merchants Bank of Long Beach is seeking a Banking Relationship Specialist to be the first point of contact at the branch. You will consult with clients on financial goals, cross-sell products, open and maintain accounts, and ensure a white-glove customer experience.

The role requires strong communication, sales skills, and knowledge of banking regulations. Travel to various locations and Saturday hours may be required as part of the business need.

Qualifications

• Clear understanding of the English Language (Spoken & Written).
• Basic Mathematics Skills.
• Customer Service Skills.
• Business Development Skills.
• Basic Sales Skills.
• Critical Thinking, Judgment & Problem Solving Skills.
• Ability to actively listen & learn.
• Ability to use oral communication techniques to sell products or services.
• Ability to respectfully communicate with Supervisors and Co-workers.
• Ability to effectively deal with unpleasant, angry or discourteous people.

Responsibilities

• Consult with clients and prospects about their financial goals and needs, and identify and promote F&M products and services to best meet those needs.
• Actively cross-sell bank products by leveraging sales opportunities and refer clients to other departments.
• Address and resolve customer concerns and questions in person or by telephone pertaining to account activity.
• Review customers’ accounts and answer questions pertaining to account activity.
• Open new personal and business accounts or perform maintenance per policies and procedures.
• Explain bank procedures and requirements, prioritize work to maximize customer service.
• Support new marketing campaigns and product launches.
• Quote rates, terms and fees on bank products and services.
• Collect and review all account documentation and ensure proper completion.
• Identify transactions with potential fraud or suspected Elder Abuse and notify Branch Management.
• Perform outbound client contact to establish and build relationships.

Skills

Customer Service Skills

Business Development Skills

Basic Sales Skills

Critical Thinking

Active Listening

Communication

Problem Solving

Team Communication

Interpersonal Skills

Fraud Awareness

Education

High School Diploma or equivalent

Job description

Farmers & Merchants Bank of Long Beach is seeking a Banking Relationship Specialist to be the first point of contact at the branch. You will consult with clients on financial goals, cross-sell products, open and maintain accounts, and ensure a white-glove customer experience.

The role requires strong communication, sales skills, and knowledge of banking regulations. Travel to various locations and Saturday hours may be required as part of the business need.