Banking Relationship Specialist: Customer Growth & Service

Farmers-and-Merchants-Bank-of-Long-Beac; Santa Ana (CA); On-site; USD 51,000 - 78,000; Full time

Job summary

Farmers and Merchants Bank of Long Beach is seeking a Banking Relationship Specialist to be the first customer contact at the branch. You will cross-sell products, assist clients with financial goals, and maintain high service standards while following bank procedures and compliance requirements.

The role involves handling personal and business accounts, supporting marketing initiatives, and delivering a white-glove customer experience consistent with branch goals.

Qualifications

• High School Diploma or equivalent required.
• 1-2 years teller experience preferred.
• 4+ years New Accounts/Sales experience preferred.
• Professional business attire required.

Responsibilities

• Consult with clients about financial goals and promote bank products and services.
• Actively cross-sell bank products and refer clients to other departments for additional needs.
• Address and resolve customer questions and concerns in person or by phone.
• Open new personal and business accounts and maintain in compliance with policies.
• Explain procedures, prioritize work, and maintain strong customer service.
• Support marketing campaigns and product launches.

Skills

Customer Service

Sales Skills

Communication Skills

Problem Solving

Education

High School Diploma or equivalent

Job description

Farmers and Merchants Bank of Long Beach is seeking a Banking Relationship Specialist to be the first customer contact at the branch. You will cross-sell products, assist clients with financial goals, and maintain high service standards while following bank procedures and compliance requirements.

The role involves handling personal and business accounts, supporting marketing initiatives, and delivering a white-glove customer experience consistent with branch goals.