In-Branch Banking Relationship Specialist

Farmers & Merchants Bank of Long Beach; Tustin (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

Farmers & Merchants Bank of Long Beach is seeking a Banking Relationship Specialist in Tustin, California. This position serves as the first customer contact, responsible for delivering exceptional service while promoting bank products and services.

Successful candidates should possess strong customer service, sales skills, and the ability to actively listen. A High School Diploma and relevant experience are required. The role emphasizes a white-glove customer experience and requires compliance with banking regulations.

Qualifications

• Clear understanding of the English Language (Spoken & Written).
• Strong problem-solving skills.
• Ability to actively listen and learn.

Responsibilities

• Consult with clients about their financial goals.
• Actively cross-sell bank products.
• Open new personal and business accounts.

Skills

Customer Service Skills

Basic Sales Skills

Critical Thinking

Judgment

Problem Solving Skills

Education

High School Diploma or equivalent

1-2 years of teller experience

4+ years of New Accounts/Sales Experience

Tools

Desk Top Computers

Currency Machines

Scanners

Teller Cash Recyclers

Job description

Farmers & Merchants Bank of Long Beach is seeking a Banking Relationship Specialist in Tustin, California. This position serves as the first customer contact, responsible for delivering exceptional service while promoting bank products and services.

Successful candidates should possess strong customer service, sales skills, and the ability to actively listen. A High School Diploma and relevant experience are required. The role emphasizes a white-glove customer experience and requires compliance with banking regulations.