Banking Relationship Specialist — Grow Clients & Solutions

Farmers-and-Merchants-Bank-of-Long-Beac; Laguna Beach (CA); On-site; USD 34,000 - 52,000; Full time

Job summary

Farmers-and-Merchants-Bank-of-Long-Beac in Laguna Beach, CA is seeking a Banking Relationship Specialist I to be the first customer contact at the branch. This full-time role emphasizes service and sales, uses a sales road map for needs analysis, cross-sells bank products, and delivers a white-glove experience that exceeds expectations.

Requirements include a High School Diploma or equivalent, 1–2 years teller experience and 4+ years in New Accounts/Sales.

Qualifications

• High School Diploma or equivalent required.
• 1-2 years teller experience and 4+ years New Accounts/Sales experience preferred.
• Knowledge of banking regulations and privacy requirements recommended.

Responsibilities

• Consult with clients and prospects about financial goals and promote F&M products.
• Cross-sell bank products and refer clients to other departments as needed.
• Address customer concerns and questions in person or by phone; perform research.
• Open new personal or business accounts and maintain documentation per policies.
• Explain procedures, prioritize work, and provide excellent customer service.

Skills

Customer service skills

Cross-selling

Sales orientation

Problem solving

Communication

Education

High School Diploma or equivalent

Job description

Farmers-and-Merchants-Bank-of-Long-Beac in Laguna Beach, CA is seeking a Banking Relationship Specialist I to be the first customer contact at the branch. This full-time role emphasizes service and sales, uses a sales road map for needs analysis, cross-sells bank products, and delivers a white-glove experience that exceeds expectations.

Requirements include a High School Diploma or equivalent, 1–2 years teller experience and 4+ years in New Accounts/Sales.