Banking Relationship Specialist I — Client Growth

Farmers-and-Merchants-Bank-of-Long-Beac; California; On-site; USD 34,000 - 52,000; Full time

Job summary

Farmers and Merchants Bank of Long Beach in Redondo Beach, CA seeks a Banking Relationship Specialist (BRS) who excels in customer service and sales, and can perform teller transactions when needed. You will assist in opening accounts, processing forms, and resolving client issues in line with bank policies.

The role requires familiarity with banking regulations, strong English communication, and a drive to build client relationships through outbound outreach and problem solving.

Qualifications

• High school diploma or equivalent required.
• 1 year teller experience preferred.
• 1+ years in new accounts or sales experience preferred.
• Clear understanding of the English language.

Responsibilities

• Consult with clients about financial goals and promote F&M products and services.
• Actively cross-sell Bank products by referring clients to other departments for needs.
• Open new personal and business accounts and perform maintenance per policies.
• Explain procedures, prioritize work to maximize customer service and resolve issues.
• Take routine teller transactions as needed and comply with security policies.
• Identify potential fraud or elder abuse and notify Branch Management.

Skills

English proficiency

Basic math

Time management

Sales skills

Problem solving

Active listening

Oral communication

Education

High School Diploma or equivalent

1 year teller experience

1+ years New Accounts/Sales experience

Job description

Farmers and Merchants Bank of Long Beach in Redondo Beach, CA seeks a Banking Relationship Specialist (BRS) who excels in customer service and sales, and can perform teller transactions when needed. You will assist in opening accounts, processing forms, and resolving client issues in line with bank policies.

The role requires familiarity with banking regulations, strong English communication, and a drive to build client relationships through outbound outreach and problem solving.