Entry-Level Banking Relationship Specialist

Farmers And Merchants Bank Of Long Beach; California (MO); 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 greet customers and provide trusted service at the branch level in Rolling Hills, CA. You will follow standard processes, analyze needs, recommend bank products, and cross-sell solutions while delivering a white-glove experience.

This role emphasizes building relationships, opening personal and business accounts, and supporting marketing campaigns, with compliance to regulations and quality customer care.

Qualifications

• Proven ability to serve customers with professionalism and courtesy.
• Basic math and cash handling skills.
• Knowledge of banking products and services is a plus.
• Ability to adhere to regulatory requirements and privacy rules.

Responsibilities

• Consult with clients about financial goals and promote F&M products.
• Cross-sell bank offerings and refer clients as needed.
• Open new personal and business accounts and maintain records.
• Address customer questions in person or by phone and resolve issues.

Skills

Customer Service

Sales Skills

Communication

Problem Solving

Active Listening

Mathematics

Teamwork

Education

High School Diploma or equivalent

Tools

Currency Machines

Teller Cash Recyclers

Scanners

Office Equipment

Job description

Farmers And Merchants Bank Of Long Beach is seeking a Banking Relationship Specialist to greet customers and provide trusted service at the branch level in Rolling Hills, CA. You will follow standard processes, analyze needs, recommend bank products, and cross-sell solutions while delivering a white-glove experience.

This role emphasizes building relationships, opening personal and business accounts, and supporting marketing campaigns, with compliance to regulations and quality customer care.