Premier Banking Relationship Specialist

Farmers & Merchants Bank of Long Beach; Torrance (CA); On-site; USD 48,000 - 64,000; Full time

Job summary

Farmers & Merchants Bank of Long Beach is seeking a Banking Relationship Specialist to be the first point of contact at the branch. You will consult with clients, promote bank products, and deliver a white-glove service experience while following established processes.

You will cross-sell solutions, open and maintain accounts, and support marketing campaigns. The role requires strong communication, sales ability, and weekend availability.

Qualifications

• High School Diploma or equivalent required.
• 1–2 years teller experience and 4+ years New Accounts/Sales experience.
• Strong customer service and sales skills.
• Ability to travel to multiple bank locations.
• Saturday hours required.

Responsibilities

• Consult with clients about their financial goals and promote F&M products and services to best meet those needs.
• Actively cross-sell bank products by leveraging sales opportunities in assigned branch and by referring clients to other F&M departments for additional needs.
• Address and resolve customer concerns and questions both in person and via telephone pertaining to account activity and perform customer research.
• Review customers’ accounts and answer customers’ questions both in person and via telephone pertaining to account activity and perform customer research.
• Open new personal and business accounts and/or perform maintenance in compliance with established policies and procedures.
• Explain bank procedures and requirements, prioritize work to maximize customer service, ability to deal with frequent interruptions and utilize strong problem solving skills.
• Support new marketing campaigns and product launches.
• Quote rates, terms and fees on bank products and services.
• Collect and review all account documentation and assume responsibility for its proper completion.
• Identify transactions with potential fraud or suspected Elder Abuse and notify Branch Management. Take personal responsibility for developing and maintaining knowledge required to fulfill job functions.
• Perform outbound client contact to establish and build relationships.

Skills

Customer Service

Business Development

Sales Skills

Active Listening

Communication

Teamwork

Education

High School Diploma or equivalent

Job description

Farmers & Merchants Bank of Long Beach is seeking a Banking Relationship Specialist to be the first point of contact at the branch. You will consult with clients, promote bank products, and deliver a white-glove service experience while following established processes.

You will cross-sell solutions, open and maintain accounts, and support marketing campaigns. The role requires strong communication, sales ability, and weekend availability.