Premium Banking Relationship Specialist

Farmers & Merchants Bank of Long Beach; Lakewood (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

Farmers & Merchants Bank of Long Beach seeks a Banking Relationship Specialist who serves as the first branch contact, delivering a white glove customer experience and cross-selling bank products. The role reflects professionalism and adherence to processes.

Responsibilities include consulting with clients on financial goals, opening and maintaining accounts, resolving inquiries, supporting campaigns, and providing recommendations to meet needs while ensuring compliance and security.

Qualifications

• Clear understanding of the English language (spoken & written).
• Strong customer service and sales abilities.
• Ability to develop relationships and cross-sell bank products.

Responsibilities

• Consult with clients about financial goals and promote F&M products.
• Cross-sell bank products and refer clients to other departments.
• Address and resolve customer questions in person and by phone.

Skills

Customer Service Skills

Business Development

Sales Skills

Active Listening

Communication Skills

Problem Solving

Critical Thinking

Education

High School Diploma or equivalent

Job description

Farmers & Merchants Bank of Long Beach seeks a Banking Relationship Specialist who serves as the first branch contact, delivering a white glove customer experience and cross-selling bank products. The role reflects professionalism and adherence to processes.

Responsibilities include consulting with clients on financial goals, opening and maintaining accounts, resolving inquiries, supporting campaigns, and providing recommendations to meet needs while ensuring compliance and security.