Client-Facing Banking Relationship Specialist I

Farmers And Merchants Bank Of Long Beach; Lakewood (CA); On-site; USD 70,147,000 - 107,453,000; Full time

Job summary

Farmers and Merchants Bank of Long Beach in Lakewood, CA seeks a Banking Relationship Specialist to be the first point of contact, delivering white-glove service and cross-selling bank products.

Responsibilities include opening accounts, handling inquiries, supporting marketing campaigns, and maintaining compliance with banking regulations. Saturday hours and travel to branches may be required.

Qualifications

• Customer service and sales acumen required.
• Ability to analyze client needs and upsell appropriate products.
• Strong communication and problem solving skills.

Responsibilities

• Consult with clients about financial goals and promote bank products.
• Cross-sell products and refer to other departments as needed.
• Open new personal and business accounts and perform maintenance in compliance.
• Explain procedures and prioritize work to maximize customer service.
• Assist with marketing campaigns and product launches.

Skills

Customer Service Skills

Sales Skills

Communication

Problem Solving

Active Listening

Education

High School Diploma or equivalent

Job description

Farmers and Merchants Bank of Long Beach in Lakewood, CA seeks a Banking Relationship Specialist to be the first point of contact, delivering white-glove service and cross-selling bank products.

Responsibilities include opening accounts, handling inquiries, supporting marketing campaigns, and maintaining compliance with banking regulations. Saturday hours and travel to branches may be required.