Relationship Banking Specialist

Farmers-and-Merchants-Bank-of-Central-California-1; Sacramento (CA); On-site; USD 32,000 - 36,000; Full time

Job summary

F&M Bank’s Personal Bankers are responsible for building client relationships, offering expert financial advice, and delivering excellent service. They open new accounts, originate consumer loan applications, and help customers plan major purchases and future goals.

They also represent the bank in the community, develop new business via referrals, and maintain customer profiles to uncover product opportunities while upholding high ethical standards.

Qualifications

• Credit history check required.
• Minimum high school diploma or equivalent; AA degree accepted.
• Minimum 3 years in financial services with opening accounts and loan applications.
• College-level finance or accounting courses preferred.
• Reliable transportation to and from work.

Responsibilities

• Open new accounts and originate consumer loan applications.
• Build relationships and provide strong customer service.
• Promote bank products to grow customer base.
• Represent the bank in the community through networking.

Skills

Account opening

Customer service

Sales & retention

Banking concepts

Ethical standards

Education

High school diploma

AA degree or equivalent

Job description

F&M Bank’s Personal Bankers are responsible for building client relationships, offering expert financial advice, and delivering excellent service. They open new accounts, originate consumer loan applications, and help customers plan major purchases and future goals.

They also represent the bank in the community, develop new business via referrals, and maintain customer profiles to uncover product opportunities while upholding high ethical standards.