Relationship Banking Specialist

Farmers & Merchants Bank; Tustin (CA); On-site; USD 28,240 - 51,660; Full time

Job summary

Farmers & Merchants Bank in Tustin is looking for a Banking Relationship Specialist. In this role, you will be the first customer contact and are essential to setting the tone for service and sales at the branch level.

You will consult with clients about their financial goals, cross-sell products, and handle customer inquiries with a focus on exceptional service. Candidates should have customer service experience and be equipped to address diverse banking needs.

Qualifications

• Clear understanding of the English Language (Spoken & Written).
• Preferred candidate should possess 1-2 years of teller experience.
• 4+ years of New Accounts/Sales Experience.

Responsibilities

• Consult with clients about financial goals and needs.
• Cross-sell bank products and services.
• Open new personal and business accounts.

Skills

Customer Service Skills

Basic Sales Skills

Critical Thinking

Basic Mathematics Skills

Ability to actively listen

Education

High School Diploma or equivalent

Tools

Desk Top Computers

Currency Machines

Scanners

Job description

Farmers & Merchants Bank in Tustin is looking for a Banking Relationship Specialist. In this role, you will be the first customer contact and are essential to setting the tone for service and sales at the branch level.

You will consult with clients about their financial goals, cross-sell products, and handle customer inquiries with a focus on exceptional service. Candidates should have customer service experience and be equipped to address diverse banking needs.